PIPR icon

Piper Sandler
PIPR

Overview Fund Activity

332 hedge funds and large institutions have $3.95B invested in Piper Sandler in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 114 increasing their positions, 88 reducing their positions, and 32 closing their positions.

Holders
332
Holders Change
+21
Holders Change %
+6.75%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
54
Increased
114
Reduced
88
Closed
32
Calls
$15M
Puts
$3.12M
Net Calls
+$11.9M
Net Calls Change
+$11M

Top Buyers

1
Invesco
1
Invesco
Georgia
$169M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$99.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$177M
4
FAM
4
Fred Alger Management
New York
$14.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$577M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$33.5M
3
SIMG
3
Stephens Investment Management Group
Texas
$58.9M
4
Norges Bank
4
Norges Bank
Norway
$0
5
NRCM
5
North Reef Capital Management
California
$34.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
176
Atria Investments
North Carolina
$595K 2,095 -241 -10%
DWM
177
Destination Wealth Management
California
$581K 2,048 – –
TI
178
Truepoint Inc
Ohio
$552K 1,944 – –
CCM
179
Coldstream Capital Management
Washington
$524K 1,845 +41 +2%
SC
180
Schulhoff & Co
Ohio
$522K 1,838 – –
SEC
181
Seven Eight Capital
New York
$513K 1,809 +1,809 New
MAM
182
Morse Asset Management
Connecticut
$508K 1,791 +1 +0.1%
MML Investors Services
183
MML Investors Services
Massachusetts
$508K 1,790 +74 +4%
Pathstone Holdings
184
Pathstone Holdings
New Jersey
$499K 1,759 +17 +1%
AIP
185
Ameritas Investment Partners
Nebraska
$491K 1,731 – –
VPIM
186
Vanguard Personalized Indexing Management
California
$491K 1,730 +242 +16%
MYIA
187
Mount Yale Investment Advisors
Colorado
$483K 1,702 -7 -0.4%
KNW
188
Kesler Norman & Wride
Utah
$469K 1,651 +1,651 New
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$462K 1,629 +40 +3%
CL
190
Choreo LLC
Illinois
$458K 1,621 +462 +40%
CGH
191
Crossmark Global Holdings
Texas
$439K 1,548 +458 +42%
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$429K 1,510 -100 -6%
WAP
193
Wealthcare Advisory Partners
Pennsylvania
$426K 1,500 – –
OWP
194
Obermeyer Wealth Partners
Colorado
$417K 1,469 – –
FFA
195
Farther Finance Advisors
California
$393K 1,386 +5 +0.4%
SG Americas Securities
196
SG Americas Securities
New York
$386K 1,360 -18,721 -93%
PPW
197
Parcion Private Wealth
Washington
$386K 1,360 – –
TFO
198
Tarbox Family Office
California
$384K 1,353 – –
WTB
199
Washington Trust Bank
Washington
$378K 1,333 – –
Mercer Global Advisors
200
Mercer Global Advisors
Colorado
$378K 1,338 +21 +2%
6 7
8
9 10