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Piper Sandler

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

164% more call options, than puts

Call options by funds: $5.6M | Put options by funds: $2.12M

15% more capital invested

Capital invested by funds: $1.44B → $1.65B (+$216M)

8.57% more ownership

Funds ownership: 258.47%267.03% (+8.6%)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

0% more funds holding

Funds holding: 245246 (+1)

13% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 79

Holders
246
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.92%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$333M -$19.9M -559,648 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$266M +$12.9M +360,976 +5%
State Street
3
State Street
Massachusetts
$79.3M +$2.24M +62,764 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$67.1M +$410K +11,504 +0.6%
SIMG
5
Stephens Investment Management Group
Texas
$60.5M +$8.01M +224,704 +15%
GKIM
6
GW&K Investment Management
Massachusetts
$60.4M +$610K +17,120 +1%
WHG
7
Westwood Holdings Group
Texas
$58.5M -$1.88M -52,820 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$41.3M +$1.22M +34,264 +3%
N
9
Nuveen
North Carolina
$41.2M -$3.15M -88,316 -7%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$40.3M +$13.6M +381,136 +49%
SFM
11
Systematic Financial Management
New Jersey
$34.8M -$134K -3,748 -0.4%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$34.4M +$8.6M +241,312 +32%
Invesco
13
Invesco
Georgia
$32.1M +$1.34M +37,620 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$25.6M -$1.06M -29,828 -4%
Goldman Sachs
15
Goldman Sachs
New York
$25.1M -$4.94M -138,592 -16%
Northern Trust
16
Northern Trust
Illinois
$24.5M -$367K -10,304 -1%
Norges Bank
17
Norges Bank
Norway
$24.3M +$4.49M +126,132 +22%
Charles Schwab
18
Charles Schwab
California
$22M +$226K +6,340 +1%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$21.6M +$8M +224,560 +56%
American Century Companies
20
American Century Companies
Missouri
$18.6M +$2.01M +56,324 +11%
Fisher Asset Management
21
Fisher Asset Management
Washington
$17.9M -$1.04M -29,260 -5%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$15.2M +$15M +422,304 +2,650%
Morgan Stanley
23
Morgan Stanley
New York
$14.7M +$329K +9,236 +2%
KCM
24
Kennedy Capital Management
Missouri
$13.4M -$930K -26,096 -6%
JP Morgan Chase
25
JP Morgan Chase
New York
$12.3M +$5.21M +146,228 +70%