PIPR icon

Piper Sandler
PIPR

Overview Fund Activity

258 hedge funds and large institutions have $2.29B invested in Piper Sandler in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 79 reducing their positions, and 18 closing their positions.

Holders
258
Holders Change
+18
Holders Change %
+7.5%
% of All Funds
3.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
70
Reduced
79
Closed
18
Calls
$3.43M
Puts
$716K
Net Calls
+$2.71M
Net Calls Change
-$152K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$71.9M
2
BlackRock
2
BlackRock
New York
$443M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$19.4M
4
MPI
4
Mairs & Power Inc
Minnesota
$21.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$38.6M

Top Sellers

1
Verition Fund Management
1
Verition Fund Management
Connecticut
$0
2
Millennium Management
2
Millennium Management
New York
$32.6M
3
WHG
3
Westwood Holdings Group
Texas
$81.4M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$55.1M
5
BCM
5
Bridgeway Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JWA
226
JFS Wealth Advisors
Pennsylvania
$3.15K 18 – –
MSWM
227
McGlone Suttner Wealth Management
Wisconsin
$3.15K 18 +18 New
PWMG
228
Private Wealth Management Group
New Jersey
$2.97K 17 +17 New
CSWM
229
Cassady Schiller Wealth Management
Ohio
$2.8K 16 – –
HCM
230
Highlander Capital Management
New Jersey
$2.1K 12 – –
FFA
231
Farther Finance Advisors
California
$1.92K 11 -2 -15%
CFD
232
Creative Financial Designs
Indiana
$1.92K 11 +11 New
DCBT
233
Dakota Community Bank & Trust
North Dakota
$1.75K 10 – –
CPG
234
Cornerstone Planning Group
New Jersey
$1.75K 10 – –
LWANC
235
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.75K 10 – –
CF
236
Concorde Financial
Texas
$1.75K 10 +10 New
PWA
237
Provenance Wealth Advisors
Florida
$1.57K 9 – –
JFGIW
238
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.4K 8 – –
AT
239
Arlington Trust
Alabama
$1.4K 8 +8 New
SIC
240
SJS Investment Consulting
Ohio
$1.23K 7 – –
AssetMark Inc
241
AssetMark Inc
California
$1.22K 7 -17 -71%
CIA
242
Cape Investment Advisory
Georgia
$1.22K 7 +7 New
HPC
243
HM Payson & Co
Maine
$1.05K 6 – –
HNB
244
Huntington National Bank
Ohio
$1.05K 6 +5 +500%
DPW
245
DiNuzzo Private Wealth
Pennsylvania
$875 5 +5 New
LC
246
Lindbrook Capital
California
$874 5 -3 -38%
GFPC
247
Global Financial Private Client
Florida
$699 4 – –
CAM
248
Clarity Asset Management
Iowa
$672 4 +4 New
CWC
249
Carolinas Wealth Consulting
North Carolina
$527 3 – –
CMA
250
Cedar Mountain Advisors
Oregon
$525 3 – –
8 9
10
11 12