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Conifer Holdings
CNFR

Overview Fund Activity

11 hedge funds and large institutions have $381K invested in Conifer Holdings in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
-3
Holders Change %
-21.43%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$11.4K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$9.45K
3
Bank of America
Bank of America
North Carolina
+$4

Top Sellers

1
AF
Aegis Financial
Virginia
-$356K
2
BCM
Bridgeway Capital Management
Texas
-$11.1K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$9.47K
4
TRCT
Tower Research Capital (TRC)
New York
-$5.41K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$7
Name Holding Trade Value Shares
Change 		Shares
Change %
IR
1
IAT Reinsurance
New York
$273K – – –
Geode Capital Management
2
Geode Capital Management
Massachusetts
$28.8K +$9.45K +8,669 +49%
Vanguard Group
3
Vanguard Group
Pennsylvania
$27.3K -$9.47K -8,689 -26%
SW
4
SkyOak Wealth
Michigan
$18K – – –
UBS Group
5
UBS Group
Switzerland
$14.8K +$11.4K +10,492 +341%
LFP
6
Lakeshore Financial Planning
Michigan
$11.1K – – –
Osaic Holdings
7
Osaic Holdings
Arizona
$4.36K – – –
TRCT
8
Tower Research Capital (TRC)
New York
$3.45K -$5.41K -4,959 -61%
Morgan Stanley
9
Morgan Stanley
New York
$577 – – –
Bank of America
10
Bank of America
North Carolina
$31 +$4 +4 +17%
AF
11
Aegis Financial
Virginia
– -$356K -474,519 Closed
BCM
12
Bridgeway Capital Management
Texas
– -$11.1K -13,000 Closed
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
– -$7 -8 Closed