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Alerus Financial

68 hedge funds and large institutions have $158M invested in Alerus Financial in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

16% more capital invested

Capital invested by funds: $136M → $158M (+$22.3M)

1.63% more ownership

Funds ownership: 42.24%43.87% (+1.6%)

0% more funds holding

Funds holding: 6868 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
68
Holders Change
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
33
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$65.8K +$23.8K +1,471 +67%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$54K +$34.6K +2,134 +248%
NA
53
NewEdge Advisors
Louisiana
$36K +$16.2K +1,000 +100%
Legal & General Group
54
Legal & General Group
United Kingdom
$29.9K +$5.01K +309 +23%
AB
55
Amalgamated Bank
New York
$28K
Fidelity Investments
56
Fidelity Investments
Massachusetts
$27.1K +$14.4K +891 +144%
AIP
57
Ameritas Investment Partners
Nebraska
$23.8K
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$18.3K +$16.5K +1,017 New
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
$15.2K
CFGS
60
Concourse Financial Group Securities
Alabama
$15K
TRCT
61
Tower Research Capital (TRC)
New York
$13.2K +$1.38K +85 +13%
CTWM
62
Cherry Tree Wealth Management
Minnesota
$13.1K +$11.8K +730 New
HDIM
63
Hanson & Doremus Investment Management
Vermont
$5K +$1.2K +74 +33%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$4.44K +$4K +247 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$1K -$681 -42 -39%
C
66
Covestor
United Kingdom
$1K +$292 +18 +32%
Nisa Investment Advisors
67
Nisa Investment Advisors
Missouri
$180 -$146 -9 -47%
Citadel Advisors
68
Citadel Advisors
Florida
-$1.7M -105,905 Closed
Marshall Wace
69
Marshall Wace
United Kingdom
-$538K -33,526 Closed
QC
70
Quadrature Capital
United Kingdom
-$190K -11,871 Closed
TI
71
Trexquant Investment
Connecticut
-$169K -10,553 Closed
Acadian Asset Management
72
Acadian Asset Management
Massachusetts
-$41K -2,591 Closed
Lazard Asset Management
73
Lazard Asset Management
New York
-$21K -1,344 Closed
CAL
74
Capital Advisors Ltd
Ohio
+$178 +11 +85%

ALRS Hedge Fund Activity: Q2 2023 in Review

68 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Alerus Financial (ALRS) for Q2 2023, worth a combined $158M — up 16% from $136M a quarter earlier.

Fund positioning in ALRS was balanced in Q2 2023: 6 funds opened new positions, 6 closed out, 33 added to existing stakes and 15 trimmed.

The largest buyer was BlackRock, adding an estimated $5.69M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.7M sold.

  • 68 institutional investors held Alerus Financial (ALRS) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $158M of Alerus Financial stock for Q2 2023, up 16% quarter-over-quarter.
  • 6 funds opened new Alerus Financial positions in Q2 2023 and 6 closed out, a net change of 0 holders.
  • The largest Alerus Financial buyer in Q2 2023 was BlackRock, an estimated $5.69M added.
  • The largest Alerus Financial seller in Q2 2023 was Citadel Advisors, an estimated $1.7M sold.

Based on aggregated 13F filings for Q2 2023.