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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 %
PMFA
1076
Plante Moran Financial Advisors
Michigan
$24K -$151 -1 -0.6%
AWA
1077
Arkadios Wealth Advisors
Georgia
$24K +$5.13K +34 +27%
FC
1078
FORA Capital
Florida
$23K -$918K -5,985 -98%
FWM
1079
Filbrandt Wealth Management
Wisconsin
$23K – – –
EI
1080
Ellevest Inc
New York
$22K -$12.2K -80 -36%
SL
1081
Savior LLC
Massachusetts
$22K – – –
M
1082
MOTCO
Texas
$21K +$16.8K +109 +404%
AP
1083
Atwood & Palmer
Missouri
$20K – – –
TFS
1084
TrustCore Financial Services
Tennessee
$20K – – –
BWA
1085
Burt Wealth Advisors
Maryland
$19K -$10.6K -70 -36%
TFO
1086
Tarbox Family Office
California
$19K +$10.4K +67 +122%
AW
1087
Avion Wealth
Texas
$18K – – –
SWM
1088
Sugarloaf Wealth Management
Georgia
$17K -$5.15K -33 -23%
CCM
1089
Copeland Capital Management
Pennsylvania
$17K – – –
VIMU
1090
Veritas Investment Management (UK)
United Kingdom
$17K – – –
RIM
1091
Rockbridge Investment Management
New York
$17K – – –
FCA
1092
FinTrust Capital Advisors
South Carolina
$15K -$34.8K -232 -70%
PFSC
1093
Peoples Financial Services Corp
Pennsylvania
$15K – – –
LWANC
1094
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K – – –
MFM
1095
MD Financial Management
Ontario, Canada
$15K +$15K +97 New
ICP
1096
Interchange Capital Partners
Pennsylvania
$15K +$15K +100 New
FP
1097
Financial Perspectives
Minnesota
$14.5K – – –
TAIM
1098
TD Ameritrade Investment Management
Nebraska
$14K +$4.77K +31 +52%
CWM
1099
Curi Wealth Management
North Carolina
$14K +$14K +92 New
BBHBI
1100
B, B, H, & B Inc
Alabama
$14K +$14K +97 New
42 43
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