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CVB Financial

224 hedge funds and large institutions have $2.15B invested in CVB Financial in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+10
Holders Change %
+4.67%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
30
Increased
85
Reduced
76
Closed
17
Calls
$81K
Puts
$16K
Net Calls
+$65K
Net Calls Change
-$192K
Name Holding Trade Value Shares
Change
Shares
Change %
Pictet Asset Management
151
Pictet Asset Management
Switzerland
$313K
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$311K -$28.5K -1,412 -8%
IC
153
IEQ Capital
California
$311K +$3.76K +186 +1%
GCM
154
Graham Capital Management
Connecticut
$296K +$296K +14,675 New
AA
155
AlphaMark Advisors
Kentucky
$293K +$293K +14,513 New
AIP
156
Ameritas Investment Partners
Nebraska
$278K +$11.2K +554 +4%
PA
157
Profund Advisors
Maryland
$269K +$32.5K +1,609 +14%
CIBC Asset Management
158
CIBC Asset Management
Ontario, Canada
$268K +$268K +13,270 New
HAM
159
HoldCo Asset Management
Florida
$262K
Neuberger Berman Group
160
Neuberger Berman Group
New York
$261K -$73M -3,617,067 -100%
UCFA
161
United Capital Financial Advisors
Texas
$255K +$255K +12,621 New
VPIM
162
Vanguard Personalized Indexing Management
California
$254K -$4.24K -210 -2%
WT
163
Whittier Trust
California
$234K +$565 +28 +0.2%
SRL
164
Scientech Research LLC
New Jersey
$233K +$233K +11,543 New
TSS
165
Two Sigma Securities
New York
$217K +$217K +10,726 New
MOS
166
MGO One Seven
Ohio
$213K -$5.96K -295 -3%
CGH
167
Crossmark Global Holdings
Texas
$210K -$3.56K -177 -2%
Osaic Holdings
168
Osaic Holdings
Arizona
$209K -$360K -17,832 -63%
PWPS
169
Pinnacle Wealth Planning Services
Ohio
$205K
HWA
170
HCR Wealth Advisors
California
$202K
AssetMark Inc
171
AssetMark Inc
California
$174K +$102K +5,038 +142%
PH
172
Pinnacle Holdings
Oklahoma
$166K +$11.1K +548 +7%
MLICM
173
Metropolitan Life Insurance Company (MetLife)
New York
$155K
HT
174
Headlands Technologies
Illinois
$122K +$122K +6,063 New
BG
175
Bollard Group
Massachusetts
$116K +$1.42K +70 +1%