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Piper Sandler
PIPR

Overview Fund Activity

246 hedge funds and large institutions have $1.65B invested in Piper Sandler in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
69
Reduced
79
Closed
33
Calls
$5.6M
Puts
$2.12M
Net Calls
+$3.48M
Net Calls Change
+$5.99M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$15.2M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$40.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
$266M
4
Verition Fund Management
Verition Fund Management
Connecticut
$9.36M
5
ACL
Azora Capital LP
Florida
$8.37M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$11.6M
2
BlackRock
BlackRock
New York
$333M
3
Millennium Management
Millennium Management
New York
$867K
4
Goldman Sachs
Goldman Sachs
New York
$25.1M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
201
Parkside Financial Bank & Trust
Missouri
$6.1K – – –
IAIM
202
International Assets Investment Management
Florida
$6.1K +$6.1K +44 New
HCP
203
Hexagon Capital Partners
Arkansas
$5.68K -$139 -1 -2%
AF
204
Allworth Financial
California
$5.13K +$2.77K +20 +118%
GWM
205
Geneos Wealth Management
Colorado
$4.85K – – –
FCT
206
First Community Trust
Iowa
$4.71K – – –
UAML
207
US Asset Management LLC
Pennsylvania
$4K – – –
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$3.6K +$2.63K +19 +271%
AssetMark Inc
209
AssetMark Inc
California
$3.33K -$2.27M -16,347 -100%
MG
210
MilWealth Group
Wisconsin
$3.19K – – –
BIA
211
Bell Investment Advisors
California
$3.05K -$5.13K -37 -63%
Bessemer Group
212
Bessemer Group
New Jersey
$3K – – –
VCM
213
Versant Capital Management
Arizona
$2.88K – – –
ST
214
Sageworth Trust
Pennsylvania
$2.77K – – –
PWMG
215
Prestige Wealth Management Group
New Jersey
$2.63K -$3.05K -22 -54%
JWA
216
JFS Wealth Advisors
Pennsylvania
$2.63K +$277 +2 +12%
MIA
217
Milestone Investment Advisors
Wisconsin
$2.36K +$2.36K +17 New
LC
218
Lindbrook Capital
California
$2.36K – – –
STCOSD
219
Sageworth Trust Company of South Dakota
South Dakota
$2.36K – – –
CSWM
220
Cassady Schiller Wealth Management
Ohio
$2.22K – – –
SC
221
Schubert & Co
Texas
$2.08K – – –
SPIA
222
Steward Partners Investment Advisory
New York
$2.08K -$29.4K -212 -93%
HCM
223
Highlander Capital Management
New Jersey
$2K – – –
FFA
224
Farther Finance Advisors
California
$1.8K – – –
AAS
225
Ameritas Advisory Services
Nebraska
$1.8K +$1.8K +13 New
7 8
9
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