StocksFundsScreenerSectorsWatchlists

Which funds bought or sold undefined recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2023-09-21Jefferies Group LLCNEW Premium Premium Premium Premium46,344
2023-02-14Telemetry Investments, L.L.C.SOLD OFF Premium Premium Premium Premium-
2023-01-25HAVENS ADVISORS LLCSOLD OFF Premium Premium Premium Premium-
2023-01-19Pendal Group LtdSOLD OFF Premium Premium Premium Premium-
2022-11-21FourThought Financial, LLCSOLD OFF Premium Premium Premium Premium-
2022-11-14S. MUOIO & CO. LLCNEW Premium Premium Premium Premium40,710
2022-11-14SARISSA CONSULTING LLCNEW Premium Premium Premium Premium26,000
2022-11-14AlphaCrest Capital Management LLCSOLD OFF Premium Premium Premium Premium-
2022-11-02SIENA CAPITAL LLCUNCHANGED Premium Premium Premium Premium4.00
2022-10-26WIPFLI FINANCIAL ADVISORS LLC,NEW Premium Premium Premium Premium145
2022-10-19ROOSEVELT INVESTMENT GROUP LLCREDUCED Premium Premium Premium Premium146,845
2022-08-12Taylor Wealth Management PartnersREDUCED Premium Premium Premium Premium27,917
2022-05-16Amalgamated Financial Corp.NEW Premium Premium Premium Premium10,100
2022-05-16Parametric Portfolio Associates LLCREDUCED Premium Premium Premium Premium94,062
2022-02-02Grace CapitalADDED Premium Premium Premium Premium130,949
2022-01-18FIRST MIDWEST BANK TRUST DIVISIONREDUCED Premium Premium Premium Premium13,816
2021-11-24FIRST MERCANTILE TRUST COREDUCED Premium Premium Premium Premium3,651
2021-11-15Marshall Wace North America L.P.NEW Premium Premium Premium Premium17,424
2021-10-07Berman Capital Advisors, LLCNEW Premium Premium Premium Premium175
2021-08-16PICTET ASSET MANAGEMENT LTDREDUCED Premium Premium Premium Premium1,152,690

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Which funds are the top buyers of undefined?

Fund Name# Shares$ Value% Port.
PICTET ASSET MANAGEMENT LTD1,152,69040,367,000 0.04%
ROOSEVELT INVESTMENT GROUP LLC146,84510,000,000 0.72%
Grace Capital130,9493,833,000 2.27%
Parametric Portfolio Associates LLC94,0623,258,000 -
Jefferies Group LLC46,3443,156,030 0.03%
S. MUOIO & CO. LLC40,7102,772,000 3.66%
Taylor Wealth Management Partners27,917892,000 0.51%
SARISSA CONSULTING LLC26,0001,771,000 1.83%
Marshall Wace North America L.P.17,424443,000 -
FIRST MIDWEST BANK TRUST DIVISION13,816404,000 0.05%

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Which funds have put a big percent of portfolio in undefined?

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Trend of No. of funds that hold undefined

Changes in Positions

Investor Breakout

Investor Churn (# Increased Holdings)

New Buys

Fund Name$ Bought
Jefferies Group LLC3,156,030
S. MUOIO & CO. LLC2,772,000
SARISSA CONSULTING LLC1,771,000
Marshall Wace North America L.P.443,000
Amalgamated Financial Corp.350,000
WIPFLI FINANCIAL ADVISORS LLC,10,000
Berman Capital Advisors, LLC4,000

Additions

Fund Name% Increased
Grace Capital1.79