FGNX

Fundamental Global
FGNX

Overview Fund Activity

19 hedge funds and large institutions have $4.25M invested in Fundamental Global in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EAM
1
Everstar Asset Management
North Carolina
$1.82M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$196K
3
TRCT
3
Tower Research Capital (TRC)
New York
$44.3K
4
BlackRock
4
BlackRock
New York
$95K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$707K

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$466K
2
UBS Group
2
UBS Group
Switzerland
$39.8K
3
WAM
3
Warberg Asset Management
Illinois
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$555K
5
Citadel Advisors
5
Citadel Advisors
Florida
$26.7K
Name Market Value Shares Shares
Change 		Shares
Change %
EAM
1
Everstar Asset Management
North Carolina
$1.82M 1,735,372 +1,735,372 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$707K 673,504 +6,496 +1%
Renaissance Technologies
3
Renaissance Technologies
New York
$555K 528,791 -10,906 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$466K 443,990 -91,837 -17%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$196K 186,586 +24,033 +15%
BlackRock
6
BlackRock
New York
$95K 90,439 +9,892 +12%
CL
7
CSS LLC
Illinois
$52.8K 50,300 – –
HighTower Advisors
8
HighTower Advisors
Illinois
$52K 49,487 – –
TRCT
9
Tower Research Capital (TRC)
New York
$44.3K 8,532 +2,042 +31%
BCM
10
Bridgeway Capital Management
Texas
$44K 41,900 – –
Northern Trust
11
Northern Trust
Illinois
$40.9K 38,993 – –
UBS Group
12
UBS Group
Switzerland
$39.8K 37,903 -54,063 -59%
SRC
13
Shufro Rose & Co
New York
$37.9K 40,000 – –
State Street
14
State Street
Massachusetts
$36.8K 35,071 – –
Citadel Advisors
15
Citadel Advisors
Florida
$26.7K 25,441 -9,305 -27%
GCM
16
Gator Capital Management
Florida
$25.5K 24,260 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5K 5,102 +4,945 +3,150%
Bank of America
18
Bank of America
North Carolina
$191 182 +41 +29%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$40 38 -4 -10%
WAM
20
Warberg Asset Management
Illinois
– – -12,928 Closed
CAL
21
Capital Advisors Ltd
Ohio
– – -215 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –