Which funds bought or sold undefined recently?
Which funds are the top buyers of undefined?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| Parametric Portfolio Associates LLC | 207,190 | 8,066,000 | - |
| B. Metzler seel. Sohn & Co. Holding AG | 84,070 | 4,653,000 | 0.07% |
| Brinker Capital Investments, LLC | 69,964 | 4,180,350 | 0.08% |
| EATON VANCE MANAGEMENT | 32,955 | 1,108,000 | - |
| HAVENS ADVISORS LLC | 27,000 | 1,613,250 | 4.10% |
| AlphaCrest Capital Management LLC | 19,833 | 667,000 | 0.04% |
| STRATEGIC WEALTH MANAGEMENT INC | 13,977 | 721,000 | 0.36% |
| BBVA USA | 9,952 | 551,000 | 0.03% |
| Amalgamated Financial Corp. | 8,074 | 314,000 | - |
| PICTET ASSET MANAGEMENT LTD | 3,975 | 258,000 | - |
Which funds have put a big percent of portfolio in undefined?
| Fund Name | $ Value | % Port. |
|---|---|---|
| HAVENS ADVISORS LLC | 1,613,250 | 4.10% |
| STRATEGIC WEALTH MANAGEMENT INC | 721,000 | 0.36% |
| Brinker Capital Investments, LLC | 4,180,350 | 0.08% |
| B. Metzler seel. Sohn & Co. Holding AG | 4,653,000 | 0.07% |
| AlphaCrest Capital Management LLC | 667,000 | 0.04% |
| BBVA USA | 551,000 | 0.03% |
| FIRST MERCANTILE TRUST CO | 78,000 | 0.01% |
| Fieldpoint Private Securities, LLC | 32,000 | 0.01% |
| EATON VANCE MANAGEMENT | 1,108,000 | - |
| American Portfolios Advisors | 13,616 | - |
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| HAVENS ADVISORS LLC | 1,613,250 |
| Amalgamated Financial Corp. | 314,000 |
| Fieldpoint Private Securities, LLC | 32,000 |
| WIPFLI FINANCIAL ADVISORS LLC, | 18,000 |
| Covington Capital Management | 1,000 |
| PNC Managed Account Solutions, Inc. | 1,000 |
Additions
| Fund Name | % Increased |
|---|---|
| STRATEGIC WEALTH MANAGEMENT INC | 30.91 |
| Berman Capital Advisors, LLC | 7.93 |
| Parametric Portfolio Associates LLC | 4.25 |
Reductions
| Fund Name | % Reduced |
|---|---|
| BBVA USA | -17.43 |
| AlphaCrest Capital Management LLC | -17.3 |
| PICTET ASSET MANAGEMENT LTD | -13.59 |
| Brinker Capital Investments, LLC | -12.01 |
| FIRST MERCANTILE TRUST CO | -7.71 |
| Private Capital Group, LLC | -4.38 |
Sold off
| Fund Name | $ Sold |
|---|---|
| Kula Investments, LLC | -445,556 |
| Loveless Wealth Management LLC | -201,000 |
| Lenox Wealth Advisors, LLC | -1,000 |