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Cumberland Pharmaceuticals

25 hedge funds and large institutions have $3.91M invested in Cumberland Pharmaceuticals in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

670% more call options, than puts

Call options by funds: $77K | Put options by funds: $10K

19% more funds holding

Funds holding: 2125 (+4)

0.55% less ownership

Funds ownership: 15.36%14.82% (-0.55%)

6% less capital invested

Capital invested by funds: $4.17M → $3.91M (-$265K)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
7
Closed
Calls
$77K
Puts
$10K
Net Calls
+$67K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$985K -$10.8K -5,900 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$671K +$2.06K +1,125 +0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$637K -$25.3K -13,786 -4%
BCM
4
Bridgeway Capital Management
Texas
$499K
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$326K
BlackRock
6
BlackRock
New York
$199K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$148K
Bank of New York Mellon
8
Bank of New York Mellon
New York
$135K
State Street
9
State Street
Massachusetts
$69.2K
Two Sigma Investments
10
Two Sigma Investments
New York
$59.2K -$367 -200 -0.6%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$41.9K -$367 -200 -0.8%
Morgan Stanley
12
Morgan Stanley
New York
$40.4K +$20.7K +11,274 +100%
Northern Trust
13
Northern Trust
Illinois
$32.6K -$3K -1,635 -8%
CAM
14
Cresset Asset Management
Illinois
$21.5K +$1.83K +1,000 +9%
P
15
&Partners
Tennessee
$19.7K +$20.2K +11,000 New
TRCT
16
Tower Research Capital (TRC)
New York
$10.1K +$1.09K +596 +12%
Citadel Advisors
17
Citadel Advisors
Florida
$6.15K -$4.39K -2,398 -40%
OC
18
Oakworth Capital
Alabama
$5.47K
UBS Group
19
UBS Group
Switzerland
$197 +$202 +110 New
Wells Fargo
20
Wells Fargo
California
$113 +$4 +2 +3%
JP Morgan Chase
21
JP Morgan Chase
New York
$21 +$4 +2 +20%
Bank of America
22
Bank of America
North Carolina
$9 +$9 +5 New
HNB
23
Huntington National Bank
Ohio
$2
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
-$18 -10 -7%
Simplex Trading
25
Simplex Trading
Illinois
+$434 +237 New

CPIX Hedge Fund Activity: Q4 2023 in Review

25 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Cumberland Pharmaceuticals (CPIX) for Q4 2023, worth a combined $3.91M — down 6.4% from $4.17M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CPIX positions and 0 closed out — a net gain of 4 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $20.7K. The largest seller was Dimensional Fund Advisors, cutting an estimated $25.3K.

  • 25 institutional investors held Cumberland Pharmaceuticals (CPIX) as of Q4 2023, up from 21 in Q3 2023.
  • Funds reported $3.91M of Cumberland Pharmaceuticals stock for Q4 2023, down 6.4% quarter-over-quarter.
  • 4 funds opened new Cumberland Pharmaceuticals positions in Q4 2023 and 0 closed out, a net change of +4 holders.
  • The largest Cumberland Pharmaceuticals buyer in Q4 2023 was Morgan Stanley, an estimated $20.7K added.
  • The largest Cumberland Pharmaceuticals seller in Q4 2023 was Dimensional Fund Advisors, an estimated $25.3K sold.

Based on aggregated 13F filings for Q4 2023.