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Chubb
CB

Overview Fund Activity

1,159 hedge funds and large institutions have $60.9B invested in Chubb in 2020 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 365 increasing their positions, 430 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,159
Holders Change
+109
Holders Change %
+10.38%
% of All Funds
20.56%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.35%
New
205
Increased
365
Reduced
430
Closed
76
Calls
$217M
Puts
$143M
Net Calls
+$73.3M
Net Calls Change
+$62.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$465M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$307M
3
DZ Bank
DZ Bank
Germany
+$180M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$170M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$135M

Top Sellers

1
BlackRock
BlackRock
New York
-$421M
2
Citadel Advisors
Citadel Advisors
Florida
-$231M
3
NI
Nuance Investments
Missouri
-$152M
4
Norges Bank
Norges Bank
Norway
-$127M
5
Truist Financial
Truist Financial
North Carolina
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
YWP
926
YorkBridge Wealth Partners
New York
$223K -$224K -1,459 -50%
OFS
927
OneAscent Financial Services
Alabama
$223K -$193K -1,249 -46%
BSW
928
Buckingham Strategic Wealth
Missouri
$222K +$222K +1,443 New
Dodge & Cox
929
Dodge & Cox
California
$220K +$220K +1,427 New
HCP
930
Hexagon Capital Partners
Arkansas
$219K – – –
CL
931
CPWM LLC
Washington
$218K +$218K +1,418 New
NFG
932
Next Financial Group
Texas
$216K +$10.3K +67 +5%
LFF
933
Level Four Financial
Texas
$216K +$216K +1,405 New
VWA
934
Visionary Wealth Advisors
Illinois
$215K +$215K +1,395 New
PNAA
935
Pictet North America Advisors
Switzerland
$215K +$215K +1,400 New
BPC
936
Banque Pictet & Cie
Switzerland
$215K +$215K +1,400 New
TA
937
Tectonic Advisors
Texas
$215K +$215K +1,400 New
WCM Investment Management
938
WCM Investment Management
California
$214K +$214K +1,390 New
PCMC
939
Paragon Capital Management (Colorado)
Colorado
$212K +$212K +1,377 New
JIP
940
Jaffetilchin Investment Partners
Florida
$211K +$211K +1,369 New
AW
941
ACG Wealth
Georgia
$211K +$211K +1,370 New
RMCM
942
Reynders McVeigh Capital Management
Massachusetts
$211K +$211K +1,372 New
9WM
943
9258 Wealth Management
Ohio
$209K +$209K +1,357 New
RWM
944
Ritholtz Wealth Management
New York
$209K +$209K +1,359 New
GA
945
Geller Advisors
New York
$208K +$208K +921 New
CIA
946
Capital Investment Advisors
Georgia
$208K +$208K +1,350 New
AM
947
Atwater Malick
Pennsylvania
$208K +$208K +1,350 New
PWPS
948
Pinnacle Wealth Planning Services
Ohio
$208K +$208K +1,352 New
KPW
949
Kore Private Wealth
New York
$208K +$208K +1,353 New
SPWG
950
Sage Private Wealth Group
Illinois
$206K +$206K +1,339 New
36 37
38
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