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Openlane
KAR

Overview Fund Activity

383 hedge funds and large institutions have $7.89B invested in Openlane in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+10
Holders Change %
+2.68%
% of All Funds
8.77%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
51
Increased
133
Reduced
149
Closed
40
Calls
$13.2M
Puts
$10.1M
Net Calls
+$3.11M
Net Calls Change
-$24.5M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$165M
2
Victory Capital Management
Victory Capital Management
Texas
$123M
3
Principal Financial Group
Principal Financial Group
Iowa
$271M
4
Nomura Holdings
Nomura Holdings
Japan
$32.3M
5
Invesco
Invesco
Georgia
$40.5M

Top Sellers

1
FCM
Frontier Capital Management
Massachusetts
$106M
2
Goldman Sachs
Goldman Sachs
New York
$50M
3
O
OppenheimerFunds
New York
$197M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$268M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFW
351
Omnia Family Wealth
Florida
$10K – – –
AssetMark Inc
352
AssetMark Inc
California
$10K – – –
FANJ
353
Financial Architects (New Jersey)
New Jersey
$10K +$10K +444 New
CGT
354
Capital Guardian Trust
California
$10K +$10K +452 New
CFG
355
Citizens Financial Group
Rhode Island
$8K -$2.66K -116 -25%
AC
356
Avestar Capital
New York
$8K – – –
SPIA
357
Steward Partners Investment Advisory
New York
$8K +$4.26K +187 +114%
RFA
358
Reilly Financial Advisors
California
$7K – – –
SMFS
359
Squar Milner Financial Services
California
$7K – – –
MYIA
360
Mount Yale Investment Advisors
Colorado
$7K – – –
RCAG
361
Rehmann Capital Advisory Group
Michigan
$6.21K +$2.39K +106 +63%
PA
362
Parallel Advisors
California
$6K – – –
SBL
363
Sargent Bickham Lagudis
Colorado
$5K – – –
EARNEST Partners
364
EARNEST Partners
Georgia
$5K – – –
AWM
365
Avior Wealth Management
Nebraska
$4K – – –
WB
366
Webster Bank
Connecticut
$4K – – –
CFGS
367
Concourse Financial Group Securities
Alabama
$4K +$4K +161 New
CFA
368
Carroll Financial Associates
North Carolina
$3K +$1.2K +55 +67%
DWM
369
Destination Wealth Management
California
$3K +$3K +111 New
FMP
370
Financial Management Professionals
Texas
$3K +$3K +143 New
SIM
371
Sonora Investment Management
Arizona
$2K – – –
QCG
372
Quadrant Capital Group
Ohio
$2K – – –
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$2K +$481 +26 +32%
WAP
374
Wealthcare Advisory Partners
Pennsylvania
$2K +$2K +79 New
M
375
MOTCO
Texas
$2K +$2K +90 New
13 14
15
16 17