IFN

India Fund
IFN

Overview Fund Activity

63 hedge funds and large institutions have $52.9M invested in India Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Beck Capital Management
Texas
$3.18M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.9M
3
AWS
3
Atria Wealth Solutions
New York
$3.75M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$456K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$625K

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$0
2
GC
2
Guggenheim Capital
Illinois
$0
3
CPRC
3
Consolidated Portfolio Review Corp
New York
$1.42M
4
CAG
4
Csenge Advisory Group
Florida
$650K
5
UBS Group
5
UBS Group
Switzerland
$431K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.9M 1,084,797 +145,590 +16%
SO
2
STRS Ohio
Ohio
$4.18M 240,000 – –
AWS
3
Atria Wealth Solutions
New York
$3.75M 215,380 +53,907 +33%
Bank of America
4
Bank of America
North Carolina
$3.27M 187,524 +5,499 +3%
BCM
5
Beck Capital Management
Texas
$3.18M 182,767 +182,767 New
Wells Fargo
6
Wells Fargo
California
$2.34M 134,178 +4,298 +3%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.14M 123,021 +362 +0.3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2M 114,984 +8,931 +8%
CPRC
9
Consolidated Portfolio Review Corp
New York
$1.42M 81,444 -7,997 -9%
CIBC World Market
10
CIBC World Market
Ontario, Canada
$1.32M 75,654 +21,988 +41%
Creative Planning
11
Creative Planning
Kansas
$967K 55,493 – –
Stifel Financial
12
Stifel Financial
Missouri
$801K 45,976 +1,525 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$792K 45,448 -520 -1%
CAG
14
Csenge Advisory Group
Florida
$650K 37,314 -6,726 -15%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$625K 35,850 +25,499 +246%
CG
16
Colony Group
Massachusetts
$593K 34,033 -262 -0.8%
OC
17
Oppenheimer & Co
New York
$499K 28,636 +11,311 +65%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$456K 26,171 +26,171 New
UBS Group
19
UBS Group
Switzerland
$431K 24,726 -1,436 -5%
SCM
20
Schnieders Capital Management
California
$419K 24,059 +5,220 +28%
SPIA
21
Steward Partners Investment Advisory
New York
$396K 22,733 +534 +2%
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$377K 21,628 +2,151 +11%
RJA
23
Raymond James & Associates
Florida
$357K 20,512 +2,978 +17%
LPL Financial
24
LPL Financial
California
$323K 18,514 +4,822 +35%
KFGK
25
Keystone Financial Group (Kentucky)
Kentucky
$309K 17,764 +4 +0%
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