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Piper Sandler

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.

New
Increased
Maintained
Reduced
Closed

6.73% more ownership

Funds ownership: 267.03%273.76% (+6.7%)

1% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 73

5% less funds holding

Funds holding: 246234 (-12)

5% less capital invested

Capital invested by funds: $1.65B → $1.56B (-$90.2M)

11% less call options, than puts

Call options by funds: $2.21M | Put options by funds: $2.48M

33% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 36

Holders
234
Holders Change
-12
Holders Change %
-4.88%
% of All Funds
3.67%
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
$2.21M
Puts
$2.48M
Net Calls
-$264K
Net Calls Change
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$3.1K
MG
202
MilWealth Group
Wisconsin
$2.97K
BIA
203
Bell Investment Advisors
California
$2.84K
VCM
204
Versant Capital Management
Arizona
$2.71K
PWMG
205
Prestige Wealth Management Group
New Jersey
$2.46K
JWA
206
JFS Wealth Advisors
Pennsylvania
$2.33K -$132 -4 -5%
CSWM
207
Cassady Schiller Wealth Management
Ohio
$2.07K
HCM
208
Highlander Capital Management
New Jersey
$2K
SPIA
209
Steward Partners Investment Advisory
New York
$1.94K
FFA
210
Farther Finance Advisors
California
$1.68K
HS
211
Horan Securities
United States
$1.55K
DCBT
212
Dakota Community Bank & Trust
North Dakota
$1.29K
LWANC
213
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.29K
CPG
214
Cornerstone Planning Group
New Jersey
$1.29K +$1.32K +40 New
IA
215
IFP Advisors
Florida
$1.16K +$1.19K +36 New
JFGIW
216
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.03K
AF
217
Advisornet Financial
Minnesota
$1.03K +$264 +8 +33%
SIC
218
SJS Investment Consulting
Ohio
$777 -$132 -4 -14%
HPC
219
HM Payson & Co
Maine
$776
LC
220
Lindbrook Capital
California
$646 -$1.58K -48 -71%
2L
221
25 LLC
Missouri
$567 +$528 +16 New
GFPC
222
Global Financial Private Client
Florida
$526
DI
223
Disciplined Investments
Oklahoma
$517 -$264 -8 -33%
CWC
224
Carolinas Wealth Consulting
North Carolina
$416 -$132 -4 -25%
CMA
225
Cedar Mountain Advisors
Oregon
$388 +$396 +12 New