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Conifer Holdings
CNFR

Overview Fund Activity

20 hedge funds and large institutions have $13.3M invested in Conifer Holdings in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
–
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
5
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PTC
1
Philadelphia Trust Company
Pennsylvania
$860K
2
QC
2
QCM Cayman
Texas
$211K
3
SMC
3
Smith, Moore & Co
Missouri
$91K
4
BA
4
BKS Advisors
Michigan
$212K
5
EVC
5
Eidelman Virant Capital
Missouri
$2.34M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$0
2
WIC
2
Woodmont Investment Counsel
Tennessee
$227K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$2K
5
BlackRock
5
BlackRock
New York
$82K
Name Market Value Shares Shares
Change 		Shares
Change %
AF
1
Aegis Financial
Virginia
$4.12M 686,614 – –
EVC
2
Eidelman Virant Capital
Missouri
$2.34M 390,167 +2,600 +0.7%
NC
3
Northpointe Capital
Michigan
$1.92M 316,190 – –
IR
4
IAT Reinsurance
New York
$1.5M 250,000 – –
PTC
5
Philadelphia Trust Company
Pennsylvania
$860K 143,369 +98,369 +219%
Vanguard Group
6
Vanguard Group
Pennsylvania
$796K 132,707 – –
NVIM
7
New Vernon Investment Management
Illinois
$790K 131,722 – –
WIC
8
Woodmont Investment Counsel
Tennessee
$227K 37,456 -32,263 -46%
BA
9
BKS Advisors
Michigan
$212K 35,260 +6,050 +21%
QC
10
QCM Cayman
Texas
$211K 7,211 +7,211 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$99K 16,566 – –
SMC
12
Smith, Moore & Co
Missouri
$91K 15,000 +15,000 New
BlackRock
13
BlackRock
New York
$82K 13,596 -737 -5%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K 1,098 +316 +40%
SPIA
15
Steward Partners Investment Advisory
New York
$3K 600 – –
Morgan Stanley
16
Morgan Stanley
New York
$2K 415 -4,000 -91%
MA
17
MUFG Americas
New York
$2K 317 +143 +82%
AOWM
18
Alpha Omega Wealth Management
Virginia
$1K 200 – –
Wells Fargo
19
Wells Fargo
California
– – -106,945 Closed
RJFSA
20
Raymond James Financial Services Advisors
Florida
– – -13,860 Closed
TRCT
21
Tower Research Capital (TRC)
New York
– – -300 Closed
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$0 1 – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$0 3 +3 New