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LCNB Corp

64 hedge funds and large institutions have $63.3M invested in LCNB Corp in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

16% more funds holding

Funds holding: 5564 (+9)

4.71% more ownership

Funds ownership: 33.72%38.43% (+4.7%)

2% more capital invested

Capital invested by funds: $62.1M → $63.3M (+$1.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
64
Holders Change
+9
Holders Change %
+16.36%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
15
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
1
Ritter Daniher Financial Advisory
Ohio
$8.29M
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.61M +$532K +34,825 +7%
LC
3
LCNB Corp
Ohio
$7.42M -$79K -5,167 -1%
BlackRock
4
BlackRock
New York
$6.85M +$5.99M +391,980 +545%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$6.46M -$55.3K -3,621 -0.8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.14M +$1.57M +102,598 +93%
JIC
7
Johnson Investment Counsel
Ohio
$2.11M -$428 -28 -0%
BCM
8
Bridgeway Capital Management
Texas
$1.91M +$237K +15,509 +14%
State Street
9
State Street
Massachusetts
$1.75M +$1.25M +81,688 +223%
KFA
10
Kapstone Financial Advisors
Ohio
$1.65M
Renaissance Technologies
11
Renaissance Technologies
New York
$1.52M +$44.3K +2,900 +3%
AFG
12
American Financial Group
Ohio
$1.38M
Northern Trust
13
Northern Trust
Illinois
$1.24M +$996K +65,153 +348%
CAN
14
Cetera Advisor Networks
California
$1.17M
Bank of New York Mellon
15
Bank of New York Mellon
New York
$846K +$384K +25,148 +78%
Morgan Stanley
16
Morgan Stanley
New York
$763K -$271K -17,762 -26%
EST
17
EA Series Trust
Pennsylvania
$564K +$584K +38,207 New
EF
18
Empowered Funds
Pennsylvania
$564K +$584K +38,207 New
BCWM
19
Bartlett & Co Wealth Management
Ohio
$552K
BC
20
Bartlett & Co
Ohio
$552K
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$544K -$78.1K -5,108 -12%
PWS
22
Private Wealth Strategies
Ohio
$448K +$1.88K +123 +0.4%
Charles Schwab
23
Charles Schwab
California
$427K +$442K +28,910 New
RJA
24
Raymond James & Associates
Florida
$365K -$7.01K -459 -2%
CA
25
Cornerstone Advisory
Maryland
$362K