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Compass

178 hedge funds and large institutions have $664M invested in Compass in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+23
Holders Change %
+14.84%
% of All Funds
2.87%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
47
Increased
48
Reduced
48
Closed
23
Calls
$2.53M
Puts
$1.73M
Net Calls
+$809K
Net Calls Change
+$302K
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$2.57K +$1.61K +692 +169%
LCM
152
Logan Capital Management
Pennsylvania
$2.33K
QCG
153
Quadrant Capital Group
Ohio
$2.3K +$2.3K +986 New
LFG
154
Larson Financial Group
Missouri
$1.81K
AAP
155
Arax Advisory Partners
Colorado
$1.17K
UB
156
UMB Bank
Missouri
$1K -$55.8K -20,997 -98%
CAL
157
Capital Analysts LLC
Pennsylvania
$1K
EWM
158
Evermay Wealth Management
Virginia
$979
PA
159
PSI Advisors
Florida
$979
SWA
160
SOA Wealth Advisors
New York
$932 +$932 +400 New
AWM
161
Accurate Wealth Management
Florida
$753 +$753 +250 New
VCM
162
Versant Capital Management
Arizona
$713 +$713 +306 New
MCM
163
Manchester Capital Management
Vermont
$706 +$375 +161 +113%
PCTC
164
Perkins Coie Trust Company
Washington
$696
MCM
165
MV Capital Management
Maryland
$601
Dimensional Fund Advisors
166
Dimensional Fund Advisors
Texas
$447 +$232 +99,630 +108%
GWS
167
Glassman Wealth Services
Virginia
$445 -$478 -205 -52%
FFA
168
Farther Finance Advisors
California
$338 +$338 +145 New
ASN
169
Advisory Services Network
Georgia
$233 +$233 +100 New
CAS
170
Coppell Advisory Solutions
Texas
$233 +$233 +100 New
CASC
171
Coppell Advisory Solutions Corp
Texas
$233 +$233 +100 New
PCA
172
Providence Capital Advisors
North Carolina
$163
AF
173
Allworth Financial
California
$149 +$149 +64 New
MCC
174
Money Concepts Capital
Florida
$21 +$21 +9 New
Federated Hermes
175
Federated Hermes
Pennsylvania
$9 +$2 +1 +33%