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Piper Sandler
PIPR

Overview Fund Activity

242 hedge funds and large institutions have $1.23B invested in Piper Sandler in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-6
Holders Change %
-2.42%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
61
Reduced
92
Closed
30
Calls
$3.29M
Puts
$1.27M
Net Calls
+$2.02M
Net Calls Change
+$6.15M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$29.9M
2
Goldman Sachs
Goldman Sachs
New York
$23.7M
3
SIMG
Stephens Investment Management Group
Texas
$39.8M
4
WHG
Westwood Holdings Group
Texas
$51.2M
5
GKIM
GW&K Investment Management
Massachusetts
$46.2M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$19M
2
Invesco
Invesco
Georgia
$26.6M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Renaissance Technologies
Renaissance Technologies
New York
$12.2M
5
Principal Financial Group
Principal Financial Group
Iowa
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$3K -$3.27K -37 -52%
EWA
202
EverSource Wealth Advisors
Alabama
$3K -$1.39K -13 -32%
GC
203
Globeflex Capital
California
$3K – – –
Bessemer Group
204
Bessemer Group
New Jersey
$3K – – –
S
205
Surevest
California
$3K – – –
BIA
206
Bell Investment Advisors
California
$3K +$455 +5 +18%
C
207
Covestor
United Kingdom
$3K +$2.16K +18 +257%
GEA
208
Glen Eagle Advisors
New Jersey
$2.62K +$2.62K +25 New
MG
209
MilWealth Group
Wisconsin
$2.41K – – –
VCM
210
Versant Capital Management
Arizona
$2K -$7.05K -74 -78%
STCOSD
211
Sageworth Trust Company of South Dakota
South Dakota
$2K -$1.18K -10 -37%
PWMG
212
Prestige Wealth Management Group
New Jersey
$2K – – –
ST
213
Sageworth Trust
Pennsylvania
$2K – – –
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
SC
215
Schubert & Co
Texas
$2K +$875 +7 +78%
PA
216
Parallel Advisors
California
$2K +$1.38K +11 +220%
JWA
217
JFS Wealth Advisors
Pennsylvania
$2K +$1.53K +13 +325%
FHA
218
First Horizon Advisors
Tennessee
$1K -$1K -10 -50%
MAM
219
Meeder Asset Management
Ohio
$1K -$364 -4 -27%
HPC
220
HM Payson & Co
Maine
$1K – – –
BCM
221
Bourgeon Capital Management
Connecticut
$1K – – –
GIA
222
GHP Investment Advisors
Colorado
$1K – – –
AA
223
Ancora Advisors
Ohio
$1K – – –
JFGIW
224
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K – – –
HCM
225
Highlander Capital Management
New Jersey
$1K – – –
7 8
9
10 11