803 hedge funds and large institutions have $25.3B invested in CDW in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 277 increasing their positions, 310 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+15
Holders Change %
+1.9%
% of All Funds
12.8%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.4%
New
94
Increased
277
Reduced
310
Closed
67
Calls
$93.7M
Puts
$71.5M
Net Calls
+$22.1M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
426
Envestnet Portfolio Solutions
Illinois
$875K +$875K +4,337 New
MCM
427
Manchester Capital Management
Vermont
$872K +$202 +1 +0%
Cetera Investment Advisers
428
Cetera Investment Advisers
Illinois
$855K -$156K -775 -15%
NMIMC
429
Northwestern Mutual Investment Management Company
Wisconsin
$854K -$3.83K -19 -0.4%
SWM
430
Salvus Wealth Management
New Jersey
$839K +$4.04K +20 +0.5%
SEC
431
Seven Eight Capital
New York
$830K +$299K +1,484 +56%
JFG
432
Jefferies Financial Group
New York
$824K +$472K +2,339 +134%
I
433
InceptionR
California
$815K -$388K -1,922 -32%
AWM
434
Apollon Wealth Management
South Carolina
$810K -$57.1K -283 -7%
SW
435
SteelPeak Wealth
California
$807K -$72.2K -358 -8%
MYIA
436
Mount Yale Investment Advisors
Colorado
$806K -$1.37M -6,774 -63%
NAS
437
Nicolet Advisory Services
Wisconsin
$797K +$108K +528 +16%
CC
438
Cipher Capital
New York
$797K +$485K +2,404 +156%
PCP
439
Proficio Capital Partners
Massachusetts
$796K +$3.23K +16 +0.4%
CTA
440
Chesley Taft & Associates
Illinois
$788K +$243K +1,205 +45%
SFI
441
Siemens Fonds Invest
Germany
$785K -$386K -1,911 -33%
ECG
442
Edge Capital Group
Georgia
$783K
VIM
443
Vinva Investment Management
Australia
$774K +$774K +3,814 New
NP
444
Nilsine Partners
Colorado
$772K
WPW
445
Waldron Private Wealth
Pennsylvania
$763K +$3.23K +16 +0.4%
NA
446
NewEdge Advisors
Louisiana
$754K -$8.47K -42 -1%
ONB
447
Old National Bancorp
Indiana
$751K +$404 +2 +0.1%
NB
448
Nicolet Bankshares
Wisconsin
$737K -$425K -2,107 -37%
Vontobel Holding
449
Vontobel Holding
Switzerland
$736K -$50K -248 -6%
PAG
450
Private Advisor Group
New Jersey
$734K +$2.42K +12 +0.3%