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Cumberland Pharmaceuticals

21 hedge funds and large institutions have $4.17M invested in Cumberland Pharmaceuticals in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

617% more call options, than puts

Call options by funds: $86K | Put options by funds: $12K

18% more capital invested

Capital invested by funds: $3.52M → $4.17M (+$646K)

1.24% less ownership

Funds ownership: 16.6%15.36% (-1.2%)

9% less funds holding

Funds holding: 2321 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
8
Closed
4
Calls
$86K
Puts
$12K
Net Calls
+$74K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$1.05M -$8.35K -4,980 -0.9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$718K -$214K -127,570 -25%
Vanguard Group
3
Vanguard Group
Pennsylvania
$705K -$2.85K -1,700 -0.5%
BCM
4
Bridgeway Capital Management
Texas
$542K
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$354K
BlackRock
6
BlackRock
New York
$210K -$4.53K -2,701 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$161K +$17.9K +10,691 +14%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$142K +$126K +75,268 New
State Street
9
State Street
Massachusetts
$75.2K -$5.45K -3,255 -8%
Two Sigma Investments
10
Two Sigma Investments
New York
$62.8K
Two Sigma Advisers
11
Two Sigma Advisers
New York
$44.6K
Northern Trust
12
Northern Trust
Illinois
$37.5K
Morgan Stanley
13
Morgan Stanley
New York
$21.3K
CAM
14
Cresset Asset Management
Illinois
$20.8K
Citadel Advisors
15
Citadel Advisors
Florida
$11.2K -$23.1K -13,776 -70%
TRCT
16
Tower Research Capital (TRC)
New York
$9.51K -$3.74K -2,231 -31%
OC
17
Oakworth Capital
Alabama
$5.77K
Wells Fargo
18
Wells Fargo
California
$115 +$3 +2 +3%
JP Morgan Chase
19
JP Morgan Chase
New York
$19 +$17 +10 New
HNB
20
Huntington National Bank
Ohio
$2
BRWA
21
B. Riley Wealth Advisors
Florida
-$133K -90,298 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$17.2K -11,715 Closed
Millennium Management
23
Millennium Management
New York
-$15.3K -10,436 Closed
UBS Group
24
UBS Group
Switzerland
-$12.7K -8,616 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
-$273 -163 -52%

CPIX Hedge Fund Activity: Q3 2023 in Review

21 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Cumberland Pharmaceuticals (CPIX) for Q3 2023, worth a combined $4.17M — up 18% from $3.52M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CPIX and 2 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 2 added.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $126K. The largest seller was Dimensional Fund Advisors, cutting an estimated $214K.

  • 21 institutional investors held Cumberland Pharmaceuticals (CPIX) as of Q3 2023, down from 23 in Q2 2023.
  • Funds reported $4.17M of Cumberland Pharmaceuticals stock for Q3 2023, up 18% quarter-over-quarter.
  • 2 funds opened new Cumberland Pharmaceuticals positions in Q3 2023 and 4 closed out, a net change of -2 holders.
  • The largest Cumberland Pharmaceuticals buyer in Q3 2023 was Bank of New York Mellon, an estimated $126K added.
  • The largest Cumberland Pharmaceuticals seller in Q3 2023 was Dimensional Fund Advisors, an estimated $214K sold.

Based on aggregated 13F filings for Q3 2023.