Which funds bought or sold undefined recently?
| Datesorted ascending | Fund Name | Type | % Portfolio | % Chg | $ Change | $ Held | # Shares |
|---|---|---|---|---|---|---|---|
| 2023-09-21 | Jefferies Group LLC | NEW | Premium | Premium | Premium | Premium | 65,601 |
| 2023-05-15 | Acrisure Capital Management, LLC | SOLD OFF | Premium | Premium | Premium | Premium | - |
| 2023-03-17 | American Portfolios Advisors | NEW | Premium | Premium | Premium | Premium | 2,000 |
| 2022-11-14 | EATON VANCE MANAGEMENT | REDUCED | Premium | Premium | Premium | Premium | 21,902 |
| 2022-05-16 | Amalgamated Financial Corp. | NEW | Premium | Premium | Premium | Premium | 35,389 |
| 2022-05-16 | Parametric Portfolio Associates LLC | ADDED | Premium | Premium | Premium | Premium | 249,276 |
| 2022-01-06 | Carroll Financial Associates, Inc. | UNCHANGED | Premium | Premium | Premium | Premium | 40.00 |
| 2021-12-06 | Psagot Value Holdings Ltd. | UNCHANGED | Premium | Premium | Premium | Premium | 2,304 |
| 2021-08-13 | QS Investors, LLC | REDUCED | Premium | Premium | Premium | Premium | 20,000 |
Which funds are the top buyers of undefined?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| Parametric Portfolio Associates LLC | 249,276 | 1,678,000 | - |
| Jefferies Group LLC | 65,601 | 160,066 | - |
| Amalgamated Financial Corp. | 35,389 | 238,000 | - |
| EATON VANCE MANAGEMENT | 21,902 | 53,000 | - |
| QS Investors, LLC | 20,000 | 257,000 | - |
| Psagot Value Holdings Ltd. | 2,304 | 23,000 | - |
| American Portfolios Advisors | 2,000 | 4,880 | - |
| Carroll Financial Associates, Inc. | 40.00 | - | - |
| Acrisure Capital Management, LLC | - | - | - |
Which funds have put a big percent of portfolio in undefined?
| Fund Name | $ Value | % Port. |
|---|---|---|
| QS Investors, LLC | 257,000 | - |
| Psagot Value Holdings Ltd. | 23,000 | - |
| Carroll Financial Associates, Inc. | - | - |
| Amalgamated Financial Corp. | 238,000 | - |
| Parametric Portfolio Associates LLC | 1,678,000 | - |
| EATON VANCE MANAGEMENT | 53,000 | - |
| Acrisure Capital Management, LLC | - | - |
| American Portfolios Advisors | 4,880 | - |
| Jefferies Group LLC | 160,066 | - |
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| Amalgamated Financial Corp. | 238,000 |
| Jefferies Group LLC | 160,066 |
| American Portfolios Advisors | 4,880 |
Additions
| Fund Name | % Increased |
|---|---|
| Parametric Portfolio Associates LLC | 0.5 |
Reductions
| Fund Name | % Reduced |
|---|---|
| QS Investors, LLC | -48.72 |
| EATON VANCE MANAGEMENT | -1.74 |
Sold off
| Fund Name | $ Sold |
|---|---|
| Acrisure Capital Management, LLC | -85,369 |