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Eastern Bankshares

239 hedge funds and large institutions have $2.3B invested in Eastern Bankshares in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 105 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+45
Holders Change %
+23.2%
% of All Funds
3.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
67
Increased
105
Reduced
37
Closed
22
Calls
$4.6M
Puts
$768K
Net Calls
+$3.83M
Net Calls Change
+$2.16M
Name Holding Trade Value Shares
Change
Shares
Change %
SOW
151
State of Wyoming
Wyoming
$300K -$7.61K -464 -2%
RJA
152
Raymond James & Associates
Florida
$287K +$287K +17,522 New
PWLP
153
Prio Wealth Limited Partnership
Massachusetts
$285K +$285K +17,416 New
SPP
154
Single Point Partners
Massachusetts
$282K -$112K -41,334 -28%
KWM
155
Kingsview Wealth Management
Oregon
$256K +$256K +15,611 New
SFA
156
Sequoia Financial Advisors
Ohio
$247K +$967 +59 +0.4%
FT
157
Fiduciary Trust
Massachusetts
$244K +$244K +14,868 New
PA
158
Profund Advisors
Maryland
$242K +$66.7K +4,068 +38%
BP
159
Ballentine Partners
Massachusetts
$240K +$240K +14,634 New
Prudential Financial
160
Prudential Financial
New Jersey
$238K -$5.38M -327,991 -96%
KFS
161
Kurt F. Somerville
$234K +$234K +14,248 New
EWA
162
EP Wealth Advisors
California
$232K +$232K +14,166 New
Principal Financial Group
163
Principal Financial Group
Iowa
$221K -$29.1K -1,775 -12%
RC
164
Roundview Capital
New Jersey
$220K
WSFS
165
Wilmington Savings Fund Society
Delaware
$220K +$220K +13,397 New
PI
166
PFG Investments
New York
$215K +$215K +13,143 New
QCG
167
Quadrant Capital Group
Ohio
$214K +$143K +8,724 +200%
RA
168
Royce & Associates
New York
$212K
CSC
169
Caldwell Sutter Capital
California
$211K -$9.83K -600 -4%
PMFA
170
Plante Moran Financial Advisors
Michigan
$209K +$209K +12,722 New
X
171
Xponance
Pennsylvania
$206K +$206K +12,575 New
TIM
172
Tortoise Investment Management
New York
$205K +$40.6K +2,478 +25%
MHIC
173
Marble Harbor Investment Counsel
Massachusetts
$204K +$204K +12,427 New
Mackenzie Financial
174
Mackenzie Financial
Ontario, Canada
$199K +$199K +12,168 New
UB
175
UMB Bank
Missouri
$197K