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C.H. Robinson

557 hedge funds and large institutions have $10.5B invested in C.H. Robinson in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 203 increasing their positions, 216 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $182M | Put options by funds: $67.3M

0.9% more ownership

Funds ownership: 90.94%91.84% (+0.9%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

6% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 216

5% less funds holding

Funds holding: 588557 (-31)

7% less capital invested

Capital invested by funds: $11.3B → $10.5B (-$791M)

35% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 68

Holders
557
Holders Change
-31
Holders Change %
-5.27%
% of All Funds
9.75%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
44
Increased
203
Reduced
216
Closed
68
Calls
$182M
Puts
$67.3M
Net Calls
+$115M
Net Calls Change
-$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BU
476
BBVA USA
Alabama
$39K -$2.17K -24 -5%
KFI
477
Key Financial Inc
Pennsylvania
$39K
GWM
478
Geneos Wealth Management
Colorado
$30K
TFA
479
Toth Financial Advisory
Virginia
$29K
RTL
480
Red Tortoise LLC
Georgia
$29K +$27.3K +302 New
AWA
481
Arkadios Wealth Advisors
Georgia
$28K
DFCM
482
Dark Forest Capital Management
Puerto Rico
$26K -$230K -2,538 -89%
BG
483
Bollard Group
Massachusetts
$26K +$181 +2 +0.7%
CCM
484
Covington Capital Management
California
$22K
GAM
485
Gemmer Asset Management
California
$22K +$633 +7 +3%
BIA
486
Bell Investment Advisors
California
$22K +$22.7K +251 New
Loomis, Sayles & Company
487
Loomis, Sayles & Company
Massachusetts
$21K +$21.5K +238 New
MCM
488
Manchester Capital Management
Vermont
$20K
CI
489
CX Institutional
Indiana
$20K +$1.9K +21 +10%
PWMG
490
Prestige Wealth Management Group
New Jersey
$19K -$2.17K -24 -10%
EI
491
Ellevest Inc
New York
$19K +$5.34K +59 +37%
AssetMark Inc
492
AssetMark Inc
California
$18K -$90 -1 -0.5%
TH
493
TCTC Holdings
Texas
$18K
IHWM
494
Iron Horse Wealth Management
Iowa
$17K
DWP
495
Destiny Wealth Partners
Florida
$17K +$18.2K +201 New
SI
496
Stephens Inc
Arkansas
$16K +$181 +2 +1%
PFBT
497
Parkside Financial Bank & Trust
Missouri
$15K +$3.89K +43 +35%
NFG
498
Next Financial Group
Texas
$14K +$10.7K +118 +288%
HNB
499
Huntington National Bank
Ohio
$13K -$53.6K -593 -79%
BWM
500
BerganKDV Wealth Management
Minnesota
$13K