MIG
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Mariner Investment Group’s OFS Capital OFS Stock Holding History

Mariner Investment Group’s Portfolio OFS Stock Details OFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-39,787
Closed -$406K – 44
2022
Q4 		$406K Sell
39,787
-890
-2% -$8.71K 1.19% 22
2022
Q3 		$334K Sell
40,677
-939
-2% -$9.73K 0.37% 65
2022
Q2 		$413K Buy
41,616
+7,378
+22% +$89.2K 0.44% 43
2022
Q1 		$445K Buy
34,238
+1,700
+5% +$18.3K 0.56% 34
2021
Q4 		$355K Buy
+32,538
New +$357K 0.15% 50

Other funds holding OFS

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Mariner Investment Group's OFS Position: Q1 2023 in Review

Mariner Investment Group sold out of OFS Capital (OFS) in Q1 2023, closing a stake of 39,787 shares — an estimated $406K sold.

Mariner Investment Group first reported a position in OFS in Q4 2021 and held it in 5 quarters. The position peaked at $445K in Q1 2022. 36 funds tracked by Wall St. Rank hold OFS as of Q1 2023.

  • Mariner Investment Group reported no remaining OFS Capital position as of Q1 2023 after selling out during the quarter.
  • Mariner Investment Group sold 39,787 OFS Capital shares in Q1 2023, an estimated $406K.
  • Mariner Investment Group first reported a position in OFS Capital in Q4 2021 and held it in 5 quarters.
  • Mariner Investment Group's OFS Capital position peaked at $445K in Q1 2022.
  • 36 funds tracked by Wall St. Rank held OFS Capital as of Q1 2023.

Based on Mariner Investment Group's 13F filing for Q1 2023, filed 12 May 2023.