We are live on ! Find out more
PIPR icon

Piper Sandler

234 hedge funds and large institutions have $1.56B invested in Piper Sandler in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.73% more ownership

Funds ownership: 267.03%273.76% (+6.7%)

1% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 73

5% less funds holding

Funds holding: 246234 (-12)

5% less capital invested

Capital invested by funds: $1.65B → $1.56B (-$90.2M)

11% less call options, than puts

Call options by funds: $2.21M | Put options by funds: $2.48M

33% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 36

Holders
234
Holders Change
-12
Holders Change %
-4.88%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
74
Reduced
73
Closed
36
Calls
$2.21M
Puts
$2.48M
Net Calls
-$264K
Net Calls Change
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Shell Asset Management
Netherlands
$410K -$2.38K -72 -0.6%
Mackenzie Financial
127
Mackenzie Financial
Ontario, Canada
$395K +$397K +12,028 New
VF
128
Virtu Financial
New York
$392K +$401K +12,136 New
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$389K +$101K +3,044 +34%
NYLIM
130
New York Life Investment Management
New York
$384K -$69.9K -2,116 -15%
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$383K -$623K -18,880 -61%
MOACM
132
Mutual of America Capital Management
New York
$372K +$8.06K +244 +2%
ProShare Advisors
133
ProShare Advisors
Maryland
$342K +$29.6K +896 +9%
Citadel Advisors
134
Citadel Advisors
Florida
$340K -$554K -16,792 -61%
RFC
135
Regions Financial Corp
Alabama
$339K -$2.51K -76 -0.7%
PI
136
Putnam Investments
Massachusetts
$338K +$24K +728 +7%
Creative Planning
137
Creative Planning
Kansas
$324K -$25.5K -772 -7%
Neuberger Berman Group
138
Neuberger Berman Group
New York
$314K
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$303K
LPL Financial
140
LPL Financial
California
$296K +$19.4K +588 +7%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$294K -$21K -636 -7%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$288K +$17.3K +524 +6%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$286K -$152K -4,608 -36%
SC
144
Schulhoff & Co
Ohio
$273K -$132 -4 -0%
Allianz Asset Management
145
Allianz Asset Management
Germany
$271K +$277K +8,400 New
HighTower Advisors
146
HighTower Advisors
Illinois
$270K +$276K +8,372 New
MFS
147
Mirabella Financial Services
United Kingdom
$265K +$271K +8,204 New
DWM
148
Destination Wealth Management
California
$265K
Lido Advisors
149
Lido Advisors
California
$263K -$1.19K -36 -0.4%
YIH
150
Y-Intercept (HK)
Hong Kong
$253K +$258K +7,820 New