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Bread Financial

331 hedge funds and large institutions have $1.81B invested in Bread Financial in 2020 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+3
Holders Change %
+0.91%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
78
Increased
107
Reduced
112
Closed
71
Calls
$47.8M
Puts
$55.6M
Net Calls
-$7.75M
Net Calls Change
+$2.98M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
301
Advisornet Financial
Minnesota
$3K
FHA
302
First Horizon Advisors
Tennessee
$3K
IA
303
IFP Advisors
Florida
$3K +$1.69K +36 +129%
EFSCE
304
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$1.64K +48 +120%
OSAM
305
O'Shaughnessy Asset Management
Connecticut
$3K +$3K +70 New
AssetMark Inc
306
AssetMark Inc
California
$2K -$64.6K -1,388 -97%
SBL
307
Sargent Bickham Lagudis
Colorado
$2K
DAM
308
Delta Asset Management
Tennessee
$2K
VFA
309
Valeo Financial Advisors
Indiana
$2K +$133 +4 +7%
EDRH
310
Edmond de Rothschild Holding
Switzerland
$2K +$2K +50 New
EWA
311
Evolution Wealth Advisors
Florida
$2K +$2K +66 New
EIM
312
Essex Investment Management
Massachusetts
$1K -$1.37K -26 -58%
GWS
313
Glassman Wealth Services
Virginia
$1K -$241 -7 -19%
MF
314
Manchester Financial
California
$1K
EARNEST Partners
315
EARNEST Partners
Georgia
$1K
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$1K
BC
317
Bartlett & Co
Ohio
$1K
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$1K +$65 +2 +7%
TWA
319
TCI Wealth Advisors
Arizona
$1K +$1K +15 New
VCM
320
Versant Capital Management
Arizona
$1K +$1K +33 New
PW
321
Price Wealth
Texas
$1K +$1K +40 New
BCWM
322
Bartlett & Co Wealth Management
Ohio
$993
TI
323
tru Independence
Oregon
$14 -$5 -125 -25%
Parnassus Investments
324
Parnassus Investments
California
-$46.2M -1,719,743 Closed
Boston Partners
325
Boston Partners
Massachusetts
-$16.3M -606,619 Closed