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Prudential Financial

1,139 hedge funds and large institutions have $17.7B invested in Prudential Financial in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 416 increasing their positions, 418 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,139
Holders Change
+1
Holders Change %
+0.09%
% of All Funds
17.96%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
101
Increased
416
Reduced
418
Closed
93
Calls
$499M
Puts
$554M
Net Calls
-$55.1M
Net Calls Change
+$97.8M
Name Holding Trade Value Shares
Change
Shares
Change %
STA
801
Summit Trail Advisors
New York
$238K +$238K +2,694 New
GA
802
Geller Advisors
New York
$237K +$237K +2,692 New
WANY
803
Wealthspire Advisors (New York)
New York
$237K -$86.4K -979 -27%
CH
804
CVS Health
Rhode Island
$237K
PAG
805
Private Advisory Group
Washington
$237K -$105K -1,194 -31%
CL
806
Choreo LLC
Illinois
$232K +$232K +2,631 New
SIM
807
Sentry Investment Management
Wisconsin
$231K
FIA
808
Foundations Investment Advisors
Arizona
$231K +$231K +2,615 New
IP
809
Investment Partners
Ohio
$230K +$2.21K +25 +1%
ZIMP
810
Zimmermann Investment Management & Planning
Pennsylvania
$230K +$1.85K +21 +0.8%
PL
811
Perpetual Ltd
Australia
$229K
UM
812
UniSuper Management
Australia
$229K +$229K +2,600 New
BONH
813
Bank of New Hampshire
New Hampshire
$226K -$57.3K -650 -20%
HTC
814
Haverford Trust Company
Pennsylvania
$226K +$4.94K +56 +2%
ACI
815
Alpha Cubed Investments
California
$225K
FA
816
Fountainhead AM
New Jersey
$222K +$2.74K +31 +1%
LWMG
817
Levy Wealth Management Group
Pennsylvania
$220K +$441 +5 +0.2%
AWA
818
Arkadios Wealth Advisors
Georgia
$220K -$2.21K -25 -1%
AWA
819
AmeriServ Wealth Advisors
Pennsylvania
$219K -$4.85K -55 -2%
RCM
820
RB Capital Management
Nevada
$218K +$218K +2,475 New
CI
821
CX Institutional
Indiana
$218K +$218K +2,469 New
SMH
822
Sanders Morris Harris
Texas
$217K
TLP
823
Tri Locum Partners
New York
$217K +$217K +2,463 New
NL
824
NWAM LLC
Washington
$217K -$1.85K -21 -0.8%
PA
825
PFG Advisors
Arizona
$216K -$29.1K -330 -12%