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ALR

AlerisLife Inc
ALR

Delisted

ALR was delisted on the 17th of March, 2023.

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67 hedge funds and large institutions have $6.96M invested in AlerisLife Inc in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 74 → 67 (-7)

26% less capital invested

Capital invested by funds: $9.44M → $6.96M (-$2.47M)

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
67
Holders Change
-7
Holders Change %
-9.46%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$268K
2
Goldman Sachs
Goldman Sachs
New York
+$54.9K
3
Mariner
Mariner
Kansas
+$45.9K
4
AWS
Atria Wealth Solutions
New York
+$16.8K
5
Federated Hermes
Federated Hermes
Pennsylvania
+$1.17K

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$643K
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$101K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$50.9K
4
BCM
Bridgeway Capital Management
Texas
-$43.3K
5
Renaissance Technologies
Renaissance Technologies
New York
-$43.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$11K – – –
HAFS
27
Hapanowicz & Associates Financial Services
Pennsylvania
$11K – – –
CFA
28
Capstone Financial Advisors
Illinois
$9K – – –
Bank of America
29
Bank of America
North Carolina
$7K -$1.72K -1,501 -17%
UBS Group
30
UBS Group
Switzerland
$7K -$539 -469 -6%
Morgan Stanley
31
Morgan Stanley
New York
$5K -$7.11K -6,191 -53%
Federated Hermes
32
Federated Hermes
Pennsylvania
$3K +$1.17K +1,018 +59%
Osaic Holdings
33
Osaic Holdings
Arizona
$1K -$18 -16 -1%
GC
34
Gould Capital
Washington
$1K – – –
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$93 +$113 +98 New
APA
36
American Portfolios Advisors
New York
$49 – – –
KFS
37
Kelly Financial Services
Massachusetts
$33 – – –
Neuberger Berman Group
38
Neuberger Berman Group
New York
– -$643K -535,586 Closed
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
– -$21K -17,400 Closed
TRCT
40
Tower Research Capital (TRC)
New York
– -$17K -13,513 Closed
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
– -$16K -13,160 Closed
Simplex Trading
42
Simplex Trading
Illinois
– -$3.17K -2,758 -91%
NFSG
43
Newbridge Financial Services Group
Florida
– -$38 -33 -77%
HGERS
44
Householder Group Estate & Retirement Specialist
Arizona
– +$8 +7 New
M
45
MOTCO
Texas
– +$10 +9 New
JP Morgan Chase
46
JP Morgan Chase
New York
– +$11 +10 +6%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
– +$15 +13 +93%
Wells Fargo
48
Wells Fargo
California
– +$30 +26 +4%
WT
49
Whittier Trust
California
– +$77 +67 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
– +$88 +77 +124%
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ALR Hedge Fund Activity: Q3 2022 in Review

67 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in AlerisLife Inc (ALR) for Q3 2022, worth a combined $6.96M — down 26% from $9.44M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ALR and 5 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 9 added.

The largest buyer was Vanguard Group, adding an estimated $268K. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $643K sold.

  • 67 institutional investors held AlerisLife Inc (ALR) as of Q3 2022, down from 74 in Q2 2022.
  • Funds reported $6.96M of AlerisLife Inc stock for Q3 2022, down 26% quarter-over-quarter.
  • 5 funds opened new AlerisLife Inc positions in Q3 2022 and 12 closed out, a net change of -7 holders.
  • The largest AlerisLife Inc buyer in Q3 2022 was Vanguard Group, an estimated $268K added.
  • The largest AlerisLife Inc seller in Q3 2022 was Neuberger Berman Group, an estimated $643K sold.

Based on aggregated 13F filings for Q3 2022.