NFG
SMLR

Next Financial Group’s Semler Scientific SMLR Stock Holding History

Next Financial Group’s Portfolio SMLR Stock Details SMLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$195K Buy
+2,133
New +$239K 0.01% 907

Other funds holding SMLR

PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
AG
Aravt Global New York $11.3M AUM 3.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PCA
Prospect Capital Advisors Sausalito, California $180M AUM 60.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Next Financial Group's SMLR Position: Q4 2021 in Review

Next Financial Group opened a new position in Semler Scientific (SMLR) in Q4 2021: 2,133 shares worth $195K. The stake represents 0.01% of the portfolio and ranks #907 among its holdings.

70 funds tracked by Wall St. Rank hold SMLR as of Q4 2021.

  • Next Financial Group held 2,133 shares of Semler Scientific worth $195K as of Q4 2021.
  • Semler Scientific was a new Next Financial Group position in Q4 2021.
  • Semler Scientific made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #907 holding.
  • 70 funds tracked by Wall St. Rank held Semler Scientific as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.