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Which funds bought or sold undefined recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2023-05-15
Kula Investments, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-04-18
ETF MANAGERS GROUP, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-03-17
American Portfolios Advisors
REDUCED
Premium
Premium
Premium
Premium
558
2023-02-15
PERSONAL CAPITAL ADVISORS CORP
ADDED
Premium
Premium
Premium
Premium
10,820
2023-02-14
Cribstone Capital Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
400
2023-02-14
Emerson Point Capital LP
REDUCED
Premium
Premium
Premium
Premium
127,096
2023-02-14
ALLSTATE INVESTMENT MANAGEMENT CO
NEW
Premium
Premium
Premium
Premium
4,836
2023-02-13
SEEYOND
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-02-13
Gyon Technologies Capital Management, LP
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-01-25
HAVENS ADVISORS LLC
NEW
Premium
Premium
Premium
Premium
22,000
2022-11-14
AlphaCrest Capital Management LLC
REDUCED
Premium
Premium
Premium
Premium
9,957
2022-11-14
EATON VANCE MANAGEMENT
REDUCED
Premium
Premium
Premium
Premium
69,836
2022-10-26
WIPFLI FINANCIAL ADVISORS LLC,
NEW
Premium
Premium
Premium
Premium
1,010
2022-10-21
NuWave Investment Management, LLC
NEW
Premium
Premium
Premium
Premium
1,373
2022-10-17
Junson Asset Management (Hong Kong) Ltd
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-07-28
Private Capital Group, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-07-15
Cordasco Financial Network
UNCHANGED
Premium
Premium
Premium
Premium
10.00
2022-05-16
Parametric Portfolio Associates LLC
ADDED
Premium
Premium
Premium
Premium
124,416
2022-05-16
Amalgamated Financial Corp.
NEW
Premium
Premium
Premium
Premium
8,244
2022-05-13
O'Shares Investment Advisers, LLC
REDUCED
Premium
Premium
Premium
Premium
16,226
2022-05-11
Astrantus Ltd
NEW
Premium
Premium
Premium
Premium
3,300
2022-05-11
NN Investment Partners Holdings N.V.
REDUCED
Premium
Premium
Premium
Premium
7,969
2022-05-06
IndexIQ Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
1,230
2022-02-15
NEXT Financial Group, Inc
ADDED
Premium
Premium
Premium
Premium
53.00
2022-02-02
Grace Capital
UNCHANGED
Premium
Premium
Premium
Premium
2,600
Rows per page:
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25
50
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1–25 of 40
Which funds are the top buyers of undefined?
Fund Name
# Shares
$ Value
% Port.
Mohican Financial Management, LLC
3,500,000
4,044,000
1.58%
Emerson Point Capital LP
127,096
10,062,200
9.30%
Parametric Portfolio Associates LLC
124,416
12,644,000
0.01%
EATON VANCE MANAGEMENT
69,836
4,106,000
0.01%
PICTET ASSET MANAGEMENT LTD
24,183
6,339,000
0.01%
HAVENS ADVISORS LLC
22,000
1,741,740
4.43%
O'Shares Investment Advisers, LLC
16,226
1,649,000
0.13%
PERSONAL CAPITAL ADVISORS CORP
10,820
856,619
-
AlphaCrest Capital Management LLC
9,957
585,000
0.04%
Amalgamated Financial Corp.
8,244
838,000
0.01%
Rows per page:
10
1–10 of 40
Which funds have put a big percent of portfolio in undefined?
Fund Name
$ Value
% Port.
Emerson Point Capital LP
10,062,200
9.30%
HAVENS ADVISORS LLC
1,741,740
4.43%
Mohican Financial Management, LLC
4,044,000
1.58%
Astrantus Ltd
335,000
0.56%
Grace Capital
411,000
0.24%
FIRST MERCANTILE TRUST CO
1,076,000
0.14%
O'Shares Investment Advisers, LLC
1,649,000
0.13%
NuWave Investment Management, LLC
81,000
0.09%
Landsberg, Bennett, & Dubbaneh LLC
366,000
0.05%
AlphaCrest Capital Management LLC
585,000
0.04%
Rows per page:
10
1–10 of 40
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Mohican Financial Management, LLC
4,044,000
HAVENS ADVISORS LLC
1,741,740
Amalgamated Financial Corp.
838,000
ALLSTATE INVESTMENT MANAGEMENT CO
382,866
Landsberg, Bennett, & Dubbaneh LLC
366,000
Astrantus Ltd
335,000
PNC Managed Account Solutions, Inc.
168,000
NuWave Investment Management, LLC
81,000
Additions
Fund Name
% Increased
NEXT Financial Group, Inc
430
Berman Capital Advisors, LLC
195
Parametric Portfolio Associates LLC
42.81
FIRST MERCANTILE TRUST CO
10.71
PERSONAL CAPITAL ADVISORS CORP
0.19
Reductions
Fund Name
% Reduced
IndexIQ Advisors LLC
-90.33
American Portfolios Advisors
-59.65
NN Investment Partners Holdings N.V.
-58.79
Emerson Point Capital LP
-54.62
AlphaCrest Capital Management LLC
-45.96
O'Shares Investment Advisers, LLC
-24.47
World Asset Management Inc
-9.68
Marshall Wace North America L.P.
-8.24
Sold off
Fund Name
$ Sold
MARSHALL WACE ASIA Ltd
-33,143,000
Gyon Technologies Capital Management, LP
-709,000
Junson Asset Management (Hong Kong) Ltd
-708,000
ETF MANAGERS GROUP, LLC
-387,695
WELD CAPITAL MANAGEMENT LLC
-376,000
Kula Investments, LLC
-371,307
SEEYOND
-161,000
Psagot Investment House Ltd.
-2,000