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Columbia Financial

87 hedge funds and large institutions have $208M invested in Columbia Financial in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-7
Holders Change %
-7.45%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
42
Closed
11
Calls
$475K
Puts
$72K
Net Calls
+$403K
Net Calls Change
+$623K
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$18.3K -$267 -17 -1%
PA
77
Parallel Advisors
California
$17.6K -$2.09K -133 -11%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$16K
US Bancorp
79
US Bancorp
Minnesota
$5.94K -$9.71K -618 -62%
SFG
80
Steward Financial Group
Texas
$1K +$1K +84 New
QCG
81
Quadrant Capital Group
Ohio
$770 -$3.36K -214 -81%
GWS
82
Glassman Wealth Services
Virginia
$628
JWA
83
JFS Wealth Advisors
Pennsylvania
$440 -$377 -24 -46%
Nisa Investment Advisors
84
Nisa Investment Advisors
Missouri
$393 -$362 -23 -48%
SIC
85
SJS Investment Consulting
Ohio
$315 +$32 +2 +11%
GRP
86
Global Retirement Partners
California
$264
Allspring Global Investments
87
Allspring Global Investments
North Carolina
-$1.32M -76,342 Closed
Russell Investments Group
88
Russell Investments Group
United Kingdom
-$691K -39,947 Closed
AIMCA
89
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$390K -22,553 Closed
DFCM
90
Dark Forest Capital Management
Puerto Rico
-$350K -20,246 Closed
YIH
91
Y-Intercept (HK)
Hong Kong
-$289K -16,709 Closed
E
92
Ergoteles
New York
-$261K -15,097 Closed
LPL Financial
93
LPL Financial
California
-$182K -10,550 Closed
MWM
94
Modera Wealth Management
New Jersey
-$173K -10,000 Closed
Group One Trading
95
Group One Trading
Illinois
-$39.8K -2,300 Closed
HS
96
Horan Securities
United States
-$12.2K -707 Closed
DI
97
Disciplined Investments
Oklahoma
-$329 -19 Closed