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Which funds bought or sold undefined recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2023-08-15
First Capital Advisors Group, LLC.
NEW
Premium
Premium
Premium
Premium
94.00
2023-08-14
One68 Global Capital, LLC
ADDED
Premium
Premium
Premium
Premium
18,976
2023-08-10
PICTET ASSET MANAGEMENT SA
REDUCED
Premium
Premium
Premium
Premium
62,140
2023-08-01
BDO Wealth Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
263
2023-05-11
RAMIUS ADVISORS LLC
ADDED
Premium
Premium
Premium
Premium
213,016
2023-04-12
PRIVATE TRUST CO NA
NEW
Premium
Premium
Premium
Premium
482
2023-03-17
American Portfolios Advisors
UNCHANGED
Premium
Premium
Premium
Premium
241
2023-02-14
ALLSTATE INVESTMENT MANAGEMENT CO
NEW
Premium
Premium
Premium
Premium
15,207
2023-02-14
Snowhook Capital Management LP
REDUCED
Premium
Premium
Premium
Premium
161,325
2023-02-14
Telemetry Investments, L.L.C.
ADDED
Premium
Premium
Premium
Premium
5,800
2023-02-13
SEEYOND
ADDED
Premium
Premium
Premium
Premium
73,883
2023-02-06
Brinker Capital Investments, LLC
REDUCED
Premium
Premium
Premium
Premium
39,530
2023-01-19
Pendal Group Ltd
REDUCED
Premium
Premium
Premium
Premium
18,695
2022-12-01
MUFG Americas Holdings Corp
NEW
Premium
Premium
Premium
Premium
79.00
2022-11-15
Covington Capital Management
UNCHANGED
Premium
Premium
Premium
Premium
500
2022-11-14
EATON VANCE MANAGEMENT
REDUCED
Premium
Premium
Premium
Premium
545,512
2022-11-14
SARISSA CONSULTING LLC
NEW
Premium
Premium
Premium
Premium
5,000
2022-11-14
REGENTATLANTIC CAPITAL LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-11-14
ATLANTA CAPITAL MANAGEMENT CO L L C
REDUCED
Premium
Premium
Premium
Premium
3,557,960
2022-11-10
AGF Investments LLC
ADDED
Premium
Premium
Premium
Premium
25,111
2022-10-26
WIPFLI FINANCIAL ADVISORS LLC,
NEW
Premium
Premium
Premium
Premium
770
2022-10-14
Redpoint Investment Management Pty Ltd
UNCHANGED
Premium
Premium
Premium
Premium
4,198
2022-07-28
Private Capital Group, LLC
ADDED
Premium
Premium
Premium
Premium
340
2022-07-22
Enterprise Trust & Investment Co
UNCHANGED
Premium
Premium
Premium
Premium
1,286
2022-07-12
EXANE DERIVATIVES
NEW
Premium
Premium
Premium
Premium
1.00
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Which funds are the top buyers of undefined?
Fund Name
# Shares
$ Value
% Port.
ATLANTA CAPITAL MANAGEMENT CO L L C
3,557,960
230,306,000
1.02%
EATON VANCE MANAGEMENT
545,512
35,312,000
0.05%
Parametric Portfolio Associates LLC
265,048
15,370,000
0.01%
RAMIUS ADVISORS LLC
213,016
12,261,200
12.88%
Farmer Steven Patrick
182,174
11,912,000
0.19%
Snowhook Capital Management LP
161,325
9,961,820
5.32%
ROAM Global Management LP
129,500
10,098,400
8.62%
STRYCKER VIEW CAPITAL LLC
95,364
6,866,000
4.41%
SEEYOND
73,883
4,562,280
0.44%
PICTET ASSET MANAGEMENT SA
62,140
3,711,620
-
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1–10 of 47
Which funds have put a big percent of portfolio in undefined?
Fund Name
$ Value
% Port.
RAMIUS ADVISORS LLC
12,261,200
12.88%
ARAVT GLOBAL LLC
1,052,000
9.27%
ROAM Global Management LP
10,098,400
8.62%
One68 Global Capital, LLC
1,133,440
6.90%
Lunia Capital LP
245,000
5.45%
Snowhook Capital Management LP
9,961,820
5.32%
STRYCKER VIEW CAPITAL LLC
6,866,000
4.41%
Three Peaks Capital Management, LLC
3,758,000
1.25%
PhiloSmith Capital Corp
2,642,000
1.17%
ATLANTA CAPITAL MANAGEMENT CO L L C
230,306,000
1.02%
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10
1–10 of 47
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Farmer Steven Patrick
11,912,000
ROAM Global Management LP
10,098,400
Amalgamated Financial Corp.
1,559,000
ALLSTATE INVESTMENT MANAGEMENT CO
939,032
SARISSA CONSULTING LLC
324,000
Financial Consulate Inc.
307,000
Lunia Capital LP
245,000
PNC Managed Account Solutions, Inc.
95,000
Additions
Fund Name
% Increased
RAMIUS ADVISORS LLC
340
NEXT Financial Group, Inc
125
AGF Investments LLC
83.2
Berman Capital Advisors, LLC
65.27
One68 Global Capital, LLC
50.89
SEEYOND
27.52
Three Peaks Capital Management, LLC
16.59
Telemetry Investments, L.L.C.
9.43
Reductions
Fund Name
% Reduced
ARAVT GLOBAL LLC
-96.08
Lenox Wealth Advisors, LLC
-42.22
REILLY FINANCIAL ADVISORS, LLC
-40.82
Snowhook Capital Management LP
-37.44
PICTET ASSET MANAGEMENT SA
-31.98
EATON VANCE MANAGEMENT
-8.43
STRYCKER VIEW CAPITAL LLC
-6.97
PICTET ASSET MANAGEMENT LTD
-3.35
Sold off
Fund Name
$ Sold
REGENTATLANTIC CAPITAL LLC
-339,000