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Alerus Financial

70 hedge funds and large institutions have $201M invested in Alerus Financial in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

21% more funds holding

Funds holding: 5870 (+12)

6% more capital invested

Capital invested by funds: $190M → $201M (+$10.7M)

2.9% more ownership

Funds ownership: 37.01%39.91% (+2.9%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
23
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$699K +$7.09K +226 +1%
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$668K +$716K +22,834 New
JP Morgan Chase
28
JP Morgan Chase
New York
$612K +$326K +10,401 +99%
LI
29
Lafayette Investments
Maryland
$589K
MAM
30
Martingale Asset Management
Massachusetts
$543K
Citadel Advisors
31
Citadel Advisors
Florida
$520K +$556K +17,739 New
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$519K -$8.6K -274 -2%
Bank of America
33
Bank of America
North Carolina
$506K +$304K +9,704 +128%
FPB
34
First PREMIER Bank
South Dakota
$499K
Renaissance Technologies
35
Renaissance Technologies
New York
$468K +$502K +16,000 New
Invesco
36
Invesco
Georgia
$426K -$15.6K -498 -3%
US Bancorp
37
US Bancorp
Minnesota
$391K
Marshall Wace
38
Marshall Wace
United Kingdom
$385K +$412K +13,148 New
Wells Fargo
39
Wells Fargo
California
$333K -$490K -15,622 -58%
ZCM
40
Zebra Capital Management
Connecticut
$331K -$76.6K -2,442 -18%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$299K +$251 +8 +0.1%
Deutsche Bank
42
Deutsche Bank
Germany
$268K +$15.5K +494 +6%
BBNA
43
Bremer Bank National Association
Minnesota
$262K
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$238K
AIG
45
American International Group
New York
$235K -$7.5K -239 -3%
BB
46
Bell Bank
North Dakota
$228K
UBS Group
47
UBS Group
Switzerland
$221K +$200K +6,371 +549%
Squarepoint
48
Squarepoint
New York
$215K +$230K +7,326 New
AIMCA
49
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$205K +$220K +7,003 New
MIM
50
MetLife Investment Management
New Jersey
$142K -$87.4K -2,787 -36%

ALRS Hedge Fund Activity: Q4 2021 in Review

70 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Alerus Financial (ALRS) for Q4 2021, worth a combined $201M — up 5.6% from $190M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ALRS positions and 1 closed out — a net gain of 12 holders — while 23 added to existing stakes and 14 trimmed.

The largest buyer was Alerus Financial, adding an estimated $13.3M. The largest seller was Brown Advisory, exiting entirely with an estimated $5.85M sold.

  • 70 institutional investors held Alerus Financial (ALRS) as of Q4 2021, up from 58 in Q3 2021.
  • Funds reported $201M of Alerus Financial stock for Q4 2021, up 5.6% quarter-over-quarter.
  • 13 funds opened new Alerus Financial positions in Q4 2021 and 1 closed out, a net change of +12 holders.
  • The largest Alerus Financial buyer in Q4 2021 was Alerus Financial, an estimated $13.3M added.
  • The largest Alerus Financial seller in Q4 2021 was Brown Advisory, an estimated $5.85M sold.

Based on aggregated 13F filings for Q4 2021.