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Conifer Holdings
CNFR

Overview Fund Activity

14 hedge funds and large institutions have $996K invested in Conifer Holdings in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
14
Holders Change
+1
Holders Change %
+7.69%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$22.8K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$5.58K
3
TRCT
Tower Research Capital (TRC)
New York
+$1.8K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$5

Top Sellers

1
IIC
Integrated Investment Consultants
Michigan
-$714K
2
VF
Virtu Financial
New York
-$18K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$697
4
Wells Fargo
Wells Fargo
California
-$29
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
1
Aegis Financial
Virginia
$546K – – –
IR
2
IAT Reinsurance
New York
$288K – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.3K -$697 -606 -2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$26.3K +$5.58K +4,396 +27%
UBS Group
5
UBS Group
Switzerland
$22.8K +$22.8K +19,794 New
SW
6
SkyOak Wealth
Michigan
$22.2K – – –
BCM
7
Bridgeway Capital Management
Texas
$16.5K – – –
CCP
8
Clarkston Capital Partners
Michigan
$16.4K – – –
LFP
9
Lakeshore Financial Planning
Michigan
$11.7K +$11.7K +10,200 New
TRCT
10
Tower Research Capital (TRC)
New York
$9.22K +$1.8K +1,569 +24%
Morgan Stanley
11
Morgan Stanley
New York
$1.92K – – –
BlackRock
12
BlackRock
New York
$958 – – –
Wells Fargo
13
Wells Fargo
California
$24 -$29 -25 -54%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$5 +$5 +4 New
IIC
15
Integrated Investment Consultants
Michigan
– -$714K -405,457 Closed
VF
16
Virtu Financial
New York
– -$18K -10,330 Closed