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Piper Sandler
PIPR

Overview Fund Activity

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.

Holders
234
Holders Change
-12
Holders Change %
-4.88%
% of All Funds
3.69%
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
$2.22M
Puts
$2.48M
Net Calls
-$264K
Net Calls Change
-$3.74M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$70.8M
2
NRCM
2
North Reef Capital Management
California
$13M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$41.1M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.04M
5
SSA
5
Schonfeld Strategic Advisors
New York
$4.17M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$4.64M
2
ACL
2
Azora Capital LP
Florida
$0
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$32.5M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$0
5
Norges Bank
5
Norges Bank
Norway
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
201
AssetMark Inc
California
$3.1K 24 – –
MG
202
MilWealth Group
Wisconsin
$2.97K 23 – –
BIA
203
Bell Investment Advisors
California
$2.84K 22 – –
VCM
204
Versant Capital Management
Arizona
$2.71K 21 – –
PWMG
205
Prestige Wealth Management Group
New Jersey
$2.46K 19 – –
JWA
206
JFS Wealth Advisors
Pennsylvania
$2.33K 18 -1 -5%
CSWM
207
Cassady Schiller Wealth Management
Ohio
$2.07K 16 – –
HCM
208
Highlander Capital Management
New Jersey
$2K 12 – –
SPIA
209
Steward Partners Investment Advisory
New York
$1.94K 15 – –
FFA
210
Farther Finance Advisors
California
$1.68K 13 – –
HS
211
Horan Securities
United States
$1.55K 12 – –
LWANC
212
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.29K 10 – –
DCBT
213
Dakota Community Bank & Trust
North Dakota
$1.29K 10 – –
CPG
214
Cornerstone Planning Group
New Jersey
$1.29K 10 +10 New
IA
215
IFP Advisors
Florida
$1.16K 9 +9 New
JFGIW
216
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.03K 8 – –
AF
217
Advisornet Financial
Minnesota
$1.03K 8 +2 +33%
SIC
218
SJS Investment Consulting
Ohio
$777 6 -1 -14%
HPC
219
HM Payson & Co
Maine
$776 6 – –
LC
220
Lindbrook Capital
California
$646 5 -12 -71%
2L
221
25 LLC
Missouri
$567 4 +4 New
GFPC
222
Global Financial Private Client
Florida
$526 4 – –
DI
223
Disciplined Investments
Oklahoma
$517 4 -2 -33%
CWC
224
Carolinas Wealth Consulting
North Carolina
$416 3 -1 -25%
CMA
225
Cedar Mountain Advisors
Oregon
$388 3 +3 New
7 8
9
10 11