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Conifer Holdings
CNFR

Overview Fund Activity

15 hedge funds and large institutions have $1.3M invested in Conifer Holdings in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
15
Holders Change
+2
Holders Change %
+15.38%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$97K

Top Sellers

1
PTC
1
Philadelphia Trust Company
Pennsylvania
$152K
2
Victory Capital Management
2
Victory Capital Management
Texas
$0
3
SW
3
SkyOak Wealth
Michigan
$94K
4
BlackRock
4
BlackRock
New York
$40K
5
IIC
5
Ironwood Investment Counsel
Arizona
$41K
Name Market Value Shares Shares
Change 		Shares
Change %
IR
1
IAT Reinsurance
New York
$682K 250,000 – –
PTC
2
Philadelphia Trust Company
Pennsylvania
$152K 55,653 -43,866 -44%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$97K 35,575 +3 +0%
SW
4
SkyOak Wealth
Michigan
$94K 34,334 -1,000 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$89K 32,294 -66 -0.2%
BCM
6
Bridgeway Capital Management
Texas
$46K 19,000 – –
IIC
7
Ironwood Investment Counsel
Arizona
$41K 17,023 -108 -0.6%
BlackRock
8
BlackRock
New York
$40K 14,577 -312 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$40K 16,708 – –
CWM
10
Cranbrook Wealth Management
Michigan
$16K 5,866 – –
Morgan Stanley
11
Morgan Stanley
New York
$1K 415 – –
Victory Capital Management
12
Victory Capital Management
Texas
– – -1,162 Closed
Wells Fargo
13
Wells Fargo
California
$0 26 – –
CFGS
14
Concourse Financial Group Securities
Alabama
– – – –
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$0 3 +3 New
Barclays
16
Barclays
United Kingdom
$0 14 +14 New
Bank of America
17
Bank of America
North Carolina
$0 47 +47 New