StocksFundsScreenerSectorsWatchlists

Which funds bought or sold undefined recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2022-05-16Parametric Portfolio Associates LLCSOLD OFF Premium Premium Premium Premium-
2022-05-16Barrett Asset Management, LLCSOLD OFF Premium Premium Premium Premium-
2022-05-12Infini Master FundSOLD OFF Premium Premium Premium Premium-
2022-05-11Astrantus LtdSOLD OFF Premium Premium Premium Premium-
2022-05-11NN Investment Partners Holdings N.V.SOLD OFF Premium Premium Premium Premium-
2022-05-06IndexIQ Advisors LLCSOLD OFF Premium Premium Premium Premium-
2022-04-14Lenox Wealth Advisors, LLCSOLD OFF Premium Premium Premium Premium-
2022-02-15NEXT Financial Group, IncREDUCED Premium Premium Premium Premium878
2022-02-14BOARDMAN BAY CAPITAL MANAGEMENT LLCNEW Premium Premium Premium Premium15,000
2022-02-14Nokota Management, LPNEW Premium Premium Premium Premium12,500
2022-01-31SPHINX TRADING, LPNEW Premium Premium Premium Premium500
2022-01-25REILLY FINANCIAL ADVISORS, LLCADDED Premium Premium Premium Premium62.00
2022-01-06Carroll Financial Associates, Inc.REDUCED Premium Premium Premium Premium61.00
2021-12-06Psagot Value Holdings Ltd.UNCHANGED Premium Premium Premium Premium248
2021-11-15Omni Partners US LLCREDUCED Premium Premium Premium Premium1,278,310
2021-11-15PROFESSIONAL PLANNINGNEW Premium Premium Premium Premium1,350
2021-11-15Optimal Asset Management, Inc.UNCHANGED Premium Premium Premium Premium14,094
2021-11-15Marshall Wace North America L.P.ADDED Premium Premium Premium Premium169,027
2021-11-10World Asset Management IncREDUCED Premium Premium Premium Premium5,370
2021-11-04BBVA USAREDUCED Premium Premium Premium Premium15,844
2021-11-01B. Metzler seel. Sohn & Co. Holding AGADDED Premium Premium Premium Premium9,129
2021-10-07Berman Capital Advisors, LLCADDED Premium Premium Premium Premium1,197
2021-10-06Filbrandt Wealth Management, LLCNEW Premium Premium Premium Premium20.00
2021-08-16NORTHSTAR INVESTMENT ADVISORS LLCREDUCED Premium Premium Premium Premium124,422
2021-08-16Legacy Wealth Partners, Inc.NEW Premium Premium Premium Premium7,445

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Which funds are the top buyers of undefined?

Fund Name# Shares$ Value% Port.
PICTET ASSET MANAGEMENT LTD2,131,150308,250,000 0.34%
Omni Partners US LLC1,278,310193,011,000 9.90%
Marshall Wace North America L.P.169,02725,521,000 0.11%
NORTHSTAR INVESTMENT ADVISORS LLC124,42218,643,000 2.47%
BBVA USA15,8442,392,000 0.14%
BOARDMAN BAY CAPITAL MANAGEMENT LLC15,0003,180,000 5.29%
Optimal Asset Management, Inc.14,0942,128,000 0.27%
Nokota Management, LP12,5002,650,000 1.60%
B. Metzler seel. Sohn & Co. Holding AG9,1291,378,000 0.02%
Legacy Wealth Partners, Inc.7,4451,077,000 0.60%

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

Fund Name$ Value% Port.
Omni Partners US LLC193,011,000 9.90%
BOARDMAN BAY CAPITAL MANAGEMENT LLC3,180,000 5.29%
NORTHSTAR INVESTMENT ADVISORS LLC18,643,000 2.47%
Nokota Management, LP2,650,000 1.60%
Legacy Wealth Partners, Inc.1,077,000 0.60%
PICTET ASSET MANAGEMENT LTD308,250,000 0.34%
Optimal Asset Management, Inc.2,128,000 0.27%
BBVA USA2,392,000 0.14%
SPHINX TRADING, LP106,000 0.11%
Marshall Wace North America L.P.25,521,000 0.11%

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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
BOARDMAN BAY CAPITAL MANAGEMENT LLC3,180,000
Nokota Management, LP2,650,000
Legacy Wealth Partners, Inc.1,077,000
PROFESSIONAL PLANNING203,000
PNC Managed Account Solutions, Inc.132,000
SPHINX TRADING, LP106,000
Filbrandt Wealth Management, LLC3,000