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Piper Sandler

240 hedge funds and large institutions have $1.82B invested in Piper Sandler in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $1.03M

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

17% more capital invested

Capital invested by funds: $1.56B → $1.82B (+$260M)

9.26% more ownership

Funds ownership: 273.76%283.03% (+9.3%)

3% more funds holding

Funds holding: 234240 (+6)

14% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 79

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
240
Holders Change
+6
Holders Change %
+2.56%
% of All Funds
3.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
68
Reduced
79
Closed
22
Calls
$3.89M
Puts
$1.03M
Net Calls
+$2.86M
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$347M -$4.96M -137,276 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$281M +$1.3M +36,120 +0.5%
State Street
3
State Street
Massachusetts
$91.3M +$4.65M +128,704 +5%
WHG
4
Westwood Holdings Group
Texas
$73.8M -$5.72M -158,268 -7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$72.7M +$466K +12,900 +0.6%
SIMG
6
Stephens Investment Management Group
Texas
$65.1M +$144K +3,996 +0.2%
GKIM
7
GW&K Investment Management
Massachusetts
$60.1M -$2.24M -61,948 -4%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$49M +$2.79M +77,308 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$47.1M +$2.52M +69,868 +6%
Franklin Resources
10
Franklin Resources
California
$45.3M +$45.1M +1,247,216 New
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$37.6M +$1.09M +30,192 +3%
N
12
Nuveen
North Carolina
$36.3M -$5.55M -153,768 -13%
NRCM
13
North Reef Capital Management
California
$35.6M +$20.9M +577,476 +143%
Millennium Management
14
Millennium Management
New York
$33.7M +$28.3M +783,788 +547%
SFM
15
Systematic Financial Management
New Jersey
$33.3M -$1.03M -28,624 -3%
Invesco
16
Invesco
Georgia
$32.8M -$580K -16,060 -2%
Northern Trust
17
Northern Trust
Illinois
$26.9M -$41.5K -1,148 -0.2%
Charles Schwab
18
Charles Schwab
California
$26.3M +$1.71M +47,388 +7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$25.8M -$457K -12,644 -2%
Goldman Sachs
20
Goldman Sachs
New York
$23.4M -$2.23M -61,740 -9%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$22.2M +$2.16M +59,908 +11%
Norges Bank
22
Norges Bank
Norway
$19.8M -$1.2M -33,120 -6%
Fisher Asset Management
23
Fisher Asset Management
Washington
$17.1M -$784K -21,704 -4%
Morgan Stanley
24
Morgan Stanley
New York
$17M +$395K +10,948 +2%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$14.5M +$13.4M +371,948 +1,341%