Instititional Investors (Hedge Funds) Quarterly Holdings Reports

  1. Institutional investors with $100 million or more in assets are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter
  2. Portfolio holdings include common stocks, preferred stocks, call options, put options, and corporate notes or bonds.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Hedge Fund Quarterly Reports

2024-05-07 16:00 EST - 2024-05-08 16:00 EST


Reported DateTimeReported QuarterFiler Name
2024-05-08 10:18:362024Q1Jackson Grant Investment Advisers Inc.
2024-05-08 10:18:252024Q1ACORN FINANCIAL ADVISORY SERVICES INC
2024-05-08 10:17:222024Q1Moors & Cabot Inc.
2024-05-08 10:16:552024Q1CIDEL ASSET MANAGEMENT INC
2024-05-08 10:16:312024Q1AGILIS PARTNERS LLC
2024-05-08 10:16:202024Q1W.G. Shaheen & Associates DBA Whitney & Co
2024-05-08 10:15:252024Q1Gemsstock Ltd.
2024-05-08 10:14:502024Q1UNIVEST FINANCIAL Corp
2024-05-08 10:13:462024Q1New England Private Wealth Advisors LLC
2024-05-08 10:12:052024Q1MWA Asset Management
2024-05-08 10:11:212024Q1COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS
2024-05-08 10:08:032024Q1Henry James International Management Inc.
2024-05-08 10:06:042024Q1AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN
2024-05-08 10:06:012024Q1Global Alpha Capital Management Ltd.
2024-05-08 10:05:062024Q1AMERICAN FINANCIAL GROUP INC
2024-05-08 10:04:392024Q1Milestone Resources Group Ltd
2024-05-08 09:59:572024Q1Gitterman Wealth Management LLC
2024-05-08 09:59:242024Q1Ativo Capital Management LLC
2024-05-08 09:58:462024Q1Ruffer LLP
2024-05-08 09:56:382024Q1INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC
2024-05-08 09:56:102024Q1SECTOR GAMMA AS
2024-05-08 09:54:432024Q1WADDELL & ASSOCIATES LLC
2024-05-08 09:49:442024Q1EMERALD MUTUAL FUND ADVISERS TRUST
2024-05-08 09:48:212024Q11888 Investments LLC
2024-05-08 09:45:572024Q1CQS (US) LLC
2024-05-08 09:43:042024Q1MainStreet Investment Advisors LLC
2024-05-08 09:42:152024Q1Alken Asset Management Ltd
2024-05-08 09:31:182024Q1NORTH STAR ASSET MANAGEMENT INC
2024-05-08 09:28:502024Q1Cypress Capital Group
2024-05-08 09:27:272024Q1IA Venture Strategies Fund II LP
2024-05-08 09:23:142024Q1EMERALD ADVISERS LLC
2024-05-08 09:17:532024Q1Fund Evaluation Group LLC
2024-05-08 09:14:272024Q1RWC Asset Management LLP
2024-05-08 09:12:232024Q1RWC ASSET ADVISORS (US) LLC
2024-05-08 09:10:572024Q1STEVENS CAPITAL MANAGEMENT LP
2024-05-08 09:10:032024Q1Long Road Investment Counsel LLC
2024-05-08 09:09:512024Q1Arena Capital Advisors LLC- CA
2024-05-08 09:08:382024Q1Sandy Spring Bank
2024-05-08 08:56:232024Q1KBC Group NV
2024-05-08 08:51:282024Q1Mandatum Life Insurance Co Ltd
2024-05-08 08:46:262024Q1De Lisle Partners LLP
2024-05-08 08:13:572024Q1Unigestion Holding SA
2024-05-08 07:49:572024Q1GREAT LAKES ADVISORS LLC
2024-05-08 07:24:092024Q1Achmea Investment Management B.V.
2024-05-08 07:00:222024Q1Russell Investments Group Ltd.
2024-05-08 06:38:562023Q4M&G INVESTMENT MANAGEMENT LTD
2024-05-08 06:24:152023Q4M&G Investments (USA) Inc.
2024-05-08 06:21:142024Q1FountainVest China Capital Partners GP3 Ltd.
2024-05-08 06:10:362024Q1Panview Asian Equity Master Fund
2024-05-08 06:06:552024Q1Provident Co of the Employees of the Hebrew University LTD
2024-05-08 06:01:102024Q1Waverton Investment Management Ltd
2024-05-07 17:28:132024Q1VERUS CAPITAL PARTNERS LLC
2024-05-07 17:28:092024Q1Capital Square LLC
2024-05-07 17:17:262024Q1Meeder Advisory Services Inc.
2024-05-07 17:15:512024Q1MEEDER ASSET MANAGEMENT INC
2024-05-07 17:15:242024Q1Pointe Capital Management LLC
2024-05-07 17:12:442024Q1NorthRock Partners LLC
2024-05-07 17:10:132024Q1Choate Investment Advisors
2024-05-07 17:04:132024Q1SFMG LLC
2024-05-07 17:03:042024Q1American Planning Services Inc.
2024-05-07 17:02:092024Q1FIDUCIARY FAMILY OFFICE LLC
2024-05-07 17:01:452024Q1Regency Capital Management Inc.DE
2024-05-07 17:01:382023Q4FIDUCIARY FAMILY OFFICE LLC
2024-05-07 16:59:232024Q1Ardent Capital Management Inc.
2024-05-07 16:58:572024Q1Williams Jones Wealth Management LLC.
2024-05-07 16:58:392024Q1Seven Springs Wealth Group LLC
2024-05-07 16:57:122024Q1Edgehill Endowment Partners LLC
2024-05-07 16:56:282024Q1Semus Wealth Partners LLC
2024-05-07 16:56:002024Q1Keeler Thomas Management LLC
2024-05-07 16:54:042024Q1Paradice Investment Management LLC
2024-05-07 16:52:442024Q1DELTA FINANCIAL ADVISORS LLC
2024-05-07 16:51:542024Q1Inspire Investing LLC
2024-05-07 16:50:082024Q1Inspire Advisors LLC
2024-05-07 16:49:222024Q1THOROUGHBRED FINANCIAL SERVICES LLC
2024-05-07 16:47:112024Q1Donoghue Forlines LLC
2024-05-07 16:45:562024Q1MAGNOLIA GROUP LLC
2024-05-07 16:45:042024Q1COWA LLC
2024-05-07 16:39:202024Q1COMGEST GLOBAL INVESTORS S.A.S.
2024-05-07 16:35:182024Q1Arnhold LLC
2024-05-07 16:32:052024Q1Anson Capital Inc.
2024-05-07 16:31:062024Q1ZAZOVE ASSOCIATES LLC
2024-05-07 16:30:292024Q1JW Asset Management LLC
2024-05-07 16:30:052024Q1NASPERS LTD
2024-05-07 16:27:352024Q1MAINSAIL MANAGEMENT COMPANY LLC
2024-05-07 16:25:022024Q1Amtrust Financial Services Inc.
2024-05-07 16:24:122024Q1OPSEU Pension Plan Trust Fund
2024-05-07 16:23:562024Q1PECAUT & CO.
2024-05-07 16:23:062024Q1Reynders McVeigh Capital Management LLC
2024-05-07 16:22:432024Q1BASS LEE M
2024-05-07 16:22:282024Q1Allegheny Financial Group LTD
2024-05-07 16:21:552024Q1WuXi AppTec Co. Ltd.
2024-05-07 16:17:362024Q1BCGM Wealth Management LLC
2024-05-07 16:17:102024Q1AMJ Financial Wealth Management
2024-05-07 16:11:252024Q1Verus Financial Partners Inc.
2024-05-07 16:06:052024Q1Legacy Capital Group California Inc.
2024-05-07 16:01:342024Q1New Republic Capital LLC
2024-05-07 16:00:572024Q1Wealth Forward LLC