Which funds bought or sold undefined recently?
Which funds are the top buyers of undefined?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| Mohican Financial Management, LLC | 3,000,000 | 4,178,000 | 1.63% |
| Parametric Portfolio Associates LLC | 2,928,370 | 27,058,000 | 0.01% |
| IndexIQ Advisors LLC | 1,776,310 | 16,413,000 | 0.58% |
| Marshall Wace North America L.P. | 306,994 | 2,312,000 | 0.01% |
| Amalgamated Financial Corp. | 208,578 | 1,927,000 | 0.02% |
| BBVA USA | 103,635 | 780,000 | 0.05% |
| PICTET ASSET MANAGEMENT LTD | 61,497 | 654,000 | - |
| Hoover Financial Advisors, Inc. | 18,281 | 194,000 | 0.04% |
| PNC Managed Account Solutions, Inc. | 15,336 | 163,000 | 0.03% |
| World Asset Management Inc | 14,024 | 106,000 | 0.01% |
Which funds have put a big percent of portfolio in undefined?
| Fund Name | $ Value | % Port. |
|---|---|---|
| Mohican Financial Management, LLC | 4,178,000 | 1.63% |
| IndexIQ Advisors LLC | 16,413,000 | 0.58% |
| BBVA USA | 780,000 | 0.05% |
| Hoover Financial Advisors, Inc. | 194,000 | 0.04% |
| PNC Managed Account Solutions, Inc. | 163,000 | 0.03% |
| Amalgamated Financial Corp. | 1,927,000 | 0.02% |
| Clear Perspective Advisors, LLC | 70,000 | 0.02% |
| World Asset Management Inc | 106,000 | 0.01% |
| Marshall Wace North America L.P. | 2,312,000 | 0.01% |
| Parametric Portfolio Associates LLC | 27,058,000 | 0.01% |
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 | 16,413,000 |
| Amalgamated Financial Corp. | 1,927,000 |
| PNC Managed Account Solutions, Inc. | 163,000 |
Additions
| Fund Name | % Increased |
|---|---|
| NEXT Financial Group, Inc | 227 |
| Marshall Wace North America L.P. | 214 |
| Mohican Financial Management, LLC | 50.00 |
| Parametric Portfolio Associates LLC | 34.18 |
| BBVA USA | 21.26 |
Reductions
| Fund Name | % Reduced |
|---|---|
| Berman Capital Advisors, LLC | -65.17 |
| Clear Perspective Advisors, LLC | -22.89 |
| PICTET ASSET MANAGEMENT LTD | -13.38 |
| World Asset Management Inc | -11.18 |
Sold off
| Fund Name | $ Sold |
|---|---|
| Shelter Haven Capital Management, L.P. | -9,928,000 |
| NN Investment Partners Holdings N.V. | -815,000 |
| IBM Retirement Fund | -155,000 |
| Lake Point Wealth Management | -19,000 |
| Private Capital Group, LLC | -2,000 |
| Lenox Wealth Advisors, LLC | -1,000 |