Bernstein U.S. Research Fund
BERN
BERN was delisted on the 29th of July, 2019.
2 hedge funds and large institutions have $255K invested in Bernstein U.S. Research Fund in 2018 Q4 according to their latest regulatory filings, with funds opening new positions, 0 increasing their positions, 1 reducing their positions, and closing their positions.
0% more funds holding
Funds holding: 2 → 2 (0)
20% less capital invested
Capital invested by funds: $317K → $255K (-$62K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$5.74K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $240K | -$5.74K | -210 | -2% |
|
2
UBS Group
Zurich,
Switzerland
| $15K | – | – | – |
|
BERN Hedge Fund Activity: Q4 2018 in Review
2 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Bernstein U.S. Research Fund (BERN) for Q4 2018, worth a combined $255K — down 20% from $317K a quarter earlier.
Fund positioning in BERN was balanced in Q4 2018: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 1 trimmed.
The largest seller was LPL Financial, cutting an estimated $5.74K.
- 2 institutional investors held Bernstein U.S. Research Fund (BERN) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $255K of Bernstein U.S. Research Fund stock for Q4 2018, down 20% quarter-over-quarter.
- 0 funds opened new Bernstein U.S. Research Fund positions in Q4 2018 and 0 closed out.
- The largest Bernstein U.S. Research Fund seller in Q4 2018 was LPL Financial, an estimated $5.74K sold.
Based on aggregated 13F filings for Q4 2018.