PIPR icon

Piper Sandler
PIPR

Overview Fund Activity

215 hedge funds and large institutions have $1.3B invested in Piper Sandler in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 70 reducing their positions, and 29 closing their positions.

Holders
215
Holders Change
-6
Holders Change %
-2.71%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
25
Increased
59
Reduced
70
Closed
29
Calls
$5.08M
Puts
$99K
Net Calls
+$4.98M
Net Calls Change
+$4.66M

Top Buyers

1
BlackRock
1
BlackRock
New York
$272M
2
Prudential Financial
2
Prudential Financial
New Jersey
$11.2M
3
WHG
3
Westwood Holdings Group
Texas
$49.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$190M
5
PWM
5
PRW Wealth Management
Massachusetts
$5.64M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$10.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$12M
3
Norges Bank
3
Norges Bank
Norway
$21.7M
4
Victory Capital Management
4
Victory Capital Management
Texas
$21.3M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$27.1M
Name Market Value Shares Shares
Change 		Shares
Change %
LWCFA
226
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -53 Closed
PFO
227
Pathstone Family Office
New Jersey
– – -40 Closed
ICP
228
Interchange Capital Partners
Pennsylvania
– – -39 Closed
LWA
229
Lenox Wealth Advisors
New York
– – -30 Closed
DWM
230
Defined Wealth Management
Oregon
– – -18 Closed
VFA
231
Valeo Financial Advisors
Indiana
– – -15 Closed
TF
232
Tompkins Financial
New York
– – -13 Closed
TPWA
233
TRUE Private Wealth Advisors
Oregon
– – -12 Closed
CAAS
234
Capital Asset Advisory Services
Michigan
– – -9 Closed
TWM
235
Tradition Wealth Management
Minnesota
– – -5 Closed
HGWM
236
Harvest Group Wealth Management
Massachusetts
– – -3 Closed
BFEC
237
Benjamin F. Edwards & Company
Missouri
– – -3 Closed
HNB
238
Huntington National Bank
Ohio
$0 1 – –
BWM
239
Baystate Wealth Management
Massachusetts
$0 1 – –
IA
240
IFP Advisors
Florida
– – – –
PA
241
Parallel Advisors
California
$0 2 – –
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$0 4 – –
PI
243
PEAK6 Investments
Illinois
– – – –
MRCM
244
M&R Capital Management
New Jersey
$0 6 – –
MAM
245
Meeder Asset Management
Ohio
$0 4 +4 New
FHA
246
First Horizon Advisors
Tennessee
$0 8 +8 New
6 7 8 9
10