Bernstein U.S. Research Fund
BERN
BERN was delisted on the 29th of July, 2019.
2 hedge funds and large institutions have $422K invested in Bernstein U.S. Research Fund in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 1 → 2 (+1)
74% more capital invested
Capital invested by funds: $243K → $422K (+$179K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$150K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$14K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $408K | +$150K | +5,346 | +59% |
|
|
2
UBS Group
Zurich,
Switzerland
| $14K | +$14K | +500 | New |
|
BERN Hedge Fund Activity: Q2 2018 in Review
2 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Bernstein U.S. Research Fund (BERN) for Q2 2018, worth a combined $422K — up 74% from $243K a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new BERN positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was LPL Financial, adding an estimated $150K.
- 2 institutional investors held Bernstein U.S. Research Fund (BERN) as of Q2 2018, up from 1 in Q1 2018.
- Funds reported $422K of Bernstein U.S. Research Fund stock for Q2 2018, up 74% quarter-over-quarter.
- 1 fund opened new Bernstein U.S. Research Fund positions in Q2 2018 and 0 closed out, a net change of +1 holder.
- The largest Bernstein U.S. Research Fund buyer in Q2 2018 was LPL Financial, an estimated $150K added.
Based on aggregated 13F filings for Q2 2018.