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Cumberland Pharmaceuticals

23 hedge funds and large institutions have $3.52M invested in Cumberland Pharmaceuticals in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,767% more call options, than puts

Call options by funds: $56K | Put options by funds: $3K

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

10% more funds holding

Funds holding: 2123 (+2)

0.39% less ownership

Funds ownership: 17%16.6% (-0.39%)

26% less capital invested

Capital invested by funds: $4.77M → $3.52M (-$1.25M)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
7
Closed
1
Calls
$56K
Puts
$3K
Net Calls
+$53K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$824K -$18.8K -10,920 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$746K -$176K -101,743 -17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$551K
BCM
4
Bridgeway Capital Management
Texas
$421K
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$275K
BlackRock
6
BlackRock
New York
$167K -$31.5K -18,247 -14%
BRWA
7
B. Riley Wealth Advisors
Florida
$133K +$156K +90,298 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$110K
State Street
9
State Street
Massachusetts
$63.3K
Two Sigma Investments
10
Two Sigma Investments
New York
$48.8K -$345 -200 -0.6%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$34.7K -$173 -100 -0.4%
Northern Trust
12
Northern Trust
Illinois
$29.1K
Citadel Advisors
13
Citadel Advisors
Florida
$29K -$2.8K -1,624 -8%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$17.2K +$1.87K +1,082 +10%
Morgan Stanley
15
Morgan Stanley
New York
$16.6K
CAM
16
Cresset Asset Management
Illinois
$16.2K +$19K +11,025 New
Millennium Management
17
Millennium Management
New York
$15.3K -$25.2K -14,604 -58%
UBS Group
18
UBS Group
Switzerland
$12.7K +$9.99K +5,792 +205%
TRCT
19
Tower Research Capital (TRC)
New York
$10.7K +$2.3K +1,333 +22%
OC
20
Oakworth Capital
Alabama
$4.49K
Wells Fargo
21
Wells Fargo
California
$87 +$3 +2 +4%
HNB
22
Huntington National Bank
Ohio
$1
Prudential Financial
23
Prudential Financial
New Jersey
-$20.1K -10,300 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
+$537 +311 New

CPIX Hedge Fund Activity: Q2 2023 in Review

23 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Cumberland Pharmaceuticals (CPIX) for Q2 2023, worth a combined $3.52M — down 26% from $4.77M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CPIX positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 7 trimmed.

The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $156K. The largest seller was Dimensional Fund Advisors, cutting an estimated $176K.

  • 23 institutional investors held Cumberland Pharmaceuticals (CPIX) as of Q2 2023, up from 21 in Q1 2023.
  • Funds reported $3.52M of Cumberland Pharmaceuticals stock for Q2 2023, down 26% quarter-over-quarter.
  • 3 funds opened new Cumberland Pharmaceuticals positions in Q2 2023 and 1 closed out, a net change of +2 holders.
  • The largest Cumberland Pharmaceuticals buyer in Q2 2023 was B. Riley Wealth Advisors, an estimated $156K added.
  • The largest Cumberland Pharmaceuticals seller in Q2 2023 was Dimensional Fund Advisors, an estimated $176K sold.

Based on aggregated 13F filings for Q2 2023.