We are live on ! Find out more
PIPR icon

Piper Sandler

198 hedge funds and large institutions have $841M invested in Piper Sandler in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $358K

22% more capital invested

Capital invested by funds: $690M → $841M (+$151M)

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

1% more funds holding

Funds holding: 197198 (+1)

1.83% less ownership

Funds ownership: 259.83%258.01% (-1.8%)

37% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 68

Holders
198
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
43
Reduced
68
Closed
21
Calls
$1.1M
Puts
$358K
Net Calls
+$744K
Net Calls Change
+$153K
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
151
First PREMIER Bank
South Dakota
$8K
FP
152
Financial Perspectives
Minnesota
$7.81K
GRP
153
Global Retirement Partners
California
$7K
LF
154
Lee Financial
Texas
$7K +$6.48K +380 New
GT
155
Glenmede Trust
Pennsylvania
$6K -$955 -56 -13%
FCH
156
Freestone Capital Holdings
Washington
$4.67K +$4.37K +256 New
MLFP
157
MPS Loria Financial Planners
Illinois
$4K
SIC
158
Salem Investment Counselors
North Carolina
$4K
Toronto Dominion Bank
159
Toronto Dominion Bank
Ontario, Canada
$4K
SFS
160
Sowell Financial Services
Arkansas
$4K +$750 +44 +29%
SIAS
161
Shine Investment Advisory Services
Colorado
$4K +$4.16K +244 New
GAM
162
Gemmer Asset Management
California
$3K
LWCFA
163
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K
PFO
164
Pathstone Family Office
New Jersey
$3K
TWA
165
TCI Wealth Advisors
Arizona
$3K
Millennium Management
166
Millennium Management
New York
$2.62K +$1.66M +97,224 +209%
S
167
SignatureFD
Georgia
$2K -$341 -20 -16%
Bessemer Group
168
Bessemer Group
New Jersey
$2K
CAW
169
Cornerstone Advisors (Washington)
Washington
$2K
LWA
170
Lenox Wealth Advisors
New York
$2K
LWM
171
Liberty Wealth Management
California
$2K
TCM
172
Tradewinds Capital Management
Washington
$2K
WT
173
Whittier Trust
California
$1K -$2.05K -120 -60%
AP
174
Atwood & Palmer
Missouri
$1K
BCM
175
Bourgeon Capital Management
Connecticut
$1K