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Ferguson
FERG

Overview Fund Activity

515 hedge funds and large institutions have $32.5B invested in Ferguson in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 190 increasing their positions, 156 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+48
Holders Change %
+10.28%
% of All Funds
8.12%
Holding in Top 10
32
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.11%
% of All Funds
0.5%
New
113
Increased
190
Reduced
156
Closed
60
Calls
$85.2M
Puts
$76.6M
Net Calls
+$8.57M
Net Calls Change
-$51.2M

Top Buyers

1
BlackRock
BlackRock
New York
$2B
2
Franklin Resources
Franklin Resources
California
$365M
3
State Street
State Street
Massachusetts
$592M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$156M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$450M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
SCA
Southpoint Capital Advisors
New York
$205M
3
NCMU
NAYA Capital Management (UK)
United Kingdom
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.11B
5
JFG
Jefferies Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IGAM
351
iA Global Asset Management
Quebec, Canada
$519K +$519K +3,301 New
OIA
352
OneDigital Investment Advisors
Kansas
$518K +$8.97K +57 +2%
CCA
353
Checchi Capital Advisers
California
$517K +$24.5K +156 +5%
MWM
354
Mission Wealth Management
California
$513K -$5.51K -35 -1%
PAM
355
Panagora Asset Management
Massachusetts
$511K +$511K +3,248 New
AA
356
Ancora Advisors
Ohio
$508K +$508K +3,230 New
William Blair Investment Management
357
William Blair Investment Management
Illinois
$508K -$5.04M -31,974 -91%
LNWWM
358
Laird Norton Wetherby Wealth Management
California
$505K -$53.6K -341 -10%
DCM
359
Driehaus Capital Management
Illinois
$490K +$490K +3,118 New
Manulife (Manufacturers Life Insurance)
360
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$488K -$84.3K -542 -15%
SIS
361
Susquehanna International Securities
Ireland
$484K +$484K +3,076 New
BIP
362
Blueprint Investment Partners
North Carolina
$480K +$239K +1,520 +99%
MG
363
Mather Group
Illinois
$480K +$61.4K +390 +15%
CA
364
Cetera Advisors
Colorado
$476K -$10.2K -65 -2%
EDRH
365
Edmond de Rothschild Holding
Switzerland
$456K -$92.4K -588 -17%
AAM
366
Advisors Asset Management
Colorado
$455K -$17.5K -111 -4%
VAS
367
Vestmark Advisory Solutions
Massachusetts
$450K +$8.18K +52 +2%
API
368
Advisor Partners II
California
$448K +$24.5K +156 +6%
BHWA
369
Beacon Harbor Wealth Advisors
Virginia
$444K – – –
OC
370
Oppenheimer & Co
New York
$435K +$435K +2,765 New
RCM
371
Regency Capital Management
Hawaii
$434K +$434K +2,761 New
IA
372
Inspire Advisors
Idaho
$424K +$85K +540 +25%
SIA
373
SkyView Investment Advisors
New Jersey
$420K +$15.7K +100 +4%
RFA
374
Resurgent Financial Advisors
Georgia
$412K +$412K +2,621 New
RJT
375
Raymond James Trust
Florida
$412K +$143K +905 +53%
13 14
15
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