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HBK Sorce Advisory’s Clover Health Investments CLOV Stock Holding History

HBK Sorce Advisory’s Portfolio CLOV Stock Details CLOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-26,522
Closed -$83.5K – 601
2024
Q4 		$83.5K Buy
26,522
+117
+0.4% +$418 ﹤0.01% 561
2024
Q3 		$74.5K Buy
26,405
+1,405
+6% +$3.22K ﹤0.01% 563
2024
Q2 		$30.8K Sell
25,000
-5,705
-19% -$5.12K ﹤0.01% 555
2024
Q1 		$24.4K Sell
30,705
-2,300
-7% -$2.09K ﹤0.01% 594
2023
Q4 		$31.4K Sell
33,005
-1,164
-3% -$1.14K ﹤0.01% 557
2023
Q3 		$36.9K Hold
34,169
– – ﹤0.01% 552
2023
Q2 		$30.7K Buy
34,169
+564
+2% +$500 ﹤0.01% 574
2023
Q1 		$28.4K Sell
33,605
-29,215
-47% -$32K ﹤0.01% 573
2022
Q4 		$58K Buy
62,820
+30,667
+95% +$40.9K ﹤0.01% 725
2022
Q3 		$56K Buy
32,153
+200
+0.6% +$524 ﹤0.01% 514
2022
Q2 		$68K Hold
31,953
– – 0.01% 450
2022
Q1 		$113K Buy
+31,953
New +$92.6K 0.01% 526

Other funds holding CLOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HBK Sorce Advisory's CLOV Position: Q1 2025 in Review

HBK Sorce Advisory sold out of Clover Health Investments (CLOV) in Q1 2025, closing a stake of 26,522 shares — an estimated $83.5K sold.

HBK Sorce Advisory first reported a position in CLOV in Q1 2022 and held it in 12 quarters. The position peaked at $113K in Q1 2022. 202 funds tracked by Wall St. Rank hold CLOV as of Q1 2025.

  • HBK Sorce Advisory reported no remaining Clover Health Investments position as of Q1 2025 after selling out during the quarter.
  • HBK Sorce Advisory sold 26,522 Clover Health Investments shares in Q1 2025, an estimated $83.5K.
  • HBK Sorce Advisory first reported a position in Clover Health Investments in Q1 2022 and held it in 12 quarters.
  • HBK Sorce Advisory's Clover Health Investments position peaked at $113K in Q1 2022.
  • 202 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2025.

Based on HBK Sorce Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.