We are live on ! Find out more
BERN

Bernstein U.S. Research Fund
BERN

Delisted

BERN was delisted on the 29th of July, 2019.

Back to rankings

2 hedge funds and large institutions have $317K invested in Bernstein U.S. Research Fund in 2018 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

25% less capital invested

Capital invested by funds: $422K → $317K (-$105K)

Holders
2
Holders Change
–
Holders Change %
0%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$2.92K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$126K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$299K -$126K -4,327 -30%
UBS Group
2
UBS Group
Switzerland
$18K +$2.92K +100 +20%

BERN Hedge Fund Activity: Q3 2018 in Review

2 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Bernstein U.S. Research Fund (BERN) for Q3 2018, worth a combined $317K — down 25% from $422K a quarter earlier.

Fund positioning in BERN was balanced in Q3 2018: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 1 trimmed.

The largest buyer was UBS Group, adding an estimated $2.92K. The largest seller was LPL Financial, cutting an estimated $126K.

  • 2 institutional investors held Bernstein U.S. Research Fund (BERN) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $317K of Bernstein U.S. Research Fund stock for Q3 2018, down 25% quarter-over-quarter.
  • 0 funds opened new Bernstein U.S. Research Fund positions in Q3 2018 and 0 closed out.
  • The largest Bernstein U.S. Research Fund buyer in Q3 2018 was UBS Group, an estimated $2.92K added.
  • The largest Bernstein U.S. Research Fund seller in Q3 2018 was LPL Financial, an estimated $126K sold.

Based on aggregated 13F filings for Q3 2018.