Which funds bought or sold undefined recently?
| Datesorted ascending | Fund Name | Type | % Portfolio | % Chg | $ Change | $ Held | # Shares |
|---|---|---|---|---|---|---|---|
| 2022-11-14 | S. MUOIO & CO. LLC | SOLD OFF | Premium | Premium | Premium | Premium | - |
| 2022-11-14 | SARISSA CONSULTING LLC | SOLD OFF | Premium | Premium | Premium | Premium | - |
| 2022-05-16 | Amalgamated Financial Corp. | NEW | Premium | Premium | Premium | Premium | 5,765 |
| 2022-05-16 | Parametric Portfolio Associates LLC | REDUCED | Premium | Premium | Premium | Premium | 43,883 |
| 2022-05-06 | IndexIQ Advisors LLC | NEW | Premium | Premium | Premium | Premium | 14,134 |
| 2022-01-06 | Carroll Financial Associates, Inc. | SOLD OFF | Premium | Premium | Premium | Premium | - |
| 2021-11-24 | FIRST MERCANTILE TRUST CO | REDUCED | Premium | Premium | Premium | Premium | 1,096 |
| 2021-10-07 | Berman Capital Advisors, LLC | NEW | Premium | Premium | Premium | Premium | 12.00 |
| 2021-08-16 | Burrage Capital Management LLC | REDUCED | Premium | Premium | Premium | Premium | 2,164 |
| 2021-08-16 | PICTET ASSET MANAGEMENT LTD | ADDED | Premium | Premium | Premium | Premium | 1,085,790 |
| 2021-08-13 | QS Investors, LLC | UNCHANGED | Premium | Premium | Premium | Premium | 3,300 |
Which funds are the top buyers of undefined?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| PICTET ASSET MANAGEMENT LTD | 1,085,790 | 84,714,000 | 0.09% |
| Parametric Portfolio Associates LLC | 43,883 | 1,178,000 | - |
| IndexIQ Advisors LLC | 14,134 | 379,000 | 0.01% |
| Amalgamated Financial Corp. | 5,765 | 155,000 | - |
| QS Investors, LLC | 3,300 | 258,000 | - |
| Burrage Capital Management LLC | 2,164 | 169,000 | 0.17% |
| FIRST MERCANTILE TRUST CO | 1,096 | 73,000 | 0.01% |
| Berman Capital Advisors, LLC | 12.00 | - | - |
| Carroll Financial Associates, Inc. | - | - | - |
| S. MUOIO & CO. LLC | - | - | - |
Which funds have put a big percent of portfolio in undefined?
| Fund Name | $ Value | % Port. |
|---|---|---|
| Burrage Capital Management LLC | 169,000 | 0.17% |
| PICTET ASSET MANAGEMENT LTD | 84,714,000 | 0.09% |
| FIRST MERCANTILE TRUST CO | 73,000 | 0.01% |
| IndexIQ Advisors LLC | 379,000 | 0.01% |
| QS Investors, LLC | 258,000 | - |
| Berman Capital Advisors, LLC | - | - |
| Carroll Financial Associates, Inc. | - | - |
| Amalgamated Financial Corp. | 155,000 | - |
| Parametric Portfolio Associates LLC | 1,178,000 | - |
| S. MUOIO & CO. LLC | - | - |
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| IndexIQ Advisors LLC | 379,000 |
| Amalgamated Financial Corp. | 155,000 |
| Berman Capital Advisors, LLC | - |
Additions
| Fund Name | % Increased |
|---|---|
| PICTET ASSET MANAGEMENT LTD | 33.03 |
Reductions
| Fund Name | % Reduced |
|---|---|
| Burrage Capital Management LLC | -97.00 |
| Parametric Portfolio Associates LLC | -55.12 |
| FIRST MERCANTILE TRUST CO | -3.94 |
Sold off
| Fund Name | $ Sold |
|---|---|
| S. MUOIO & CO. LLC | -1,926,000 |
| SARISSA CONSULTING LLC | -903,000 |
| Carroll Financial Associates, Inc. | - |