PRU icon

Prudential Financial
PRU

Overview Fund Activity

1,117 hedge funds and large institutions have $18.2B invested in Prudential Financial in 2022 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 473 increasing their positions, 344 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
-26
Holders Change %
-2.27%
% of All Funds
19.32%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
82
Increased
473
Reduced
344
Closed
89
Calls
$407M
Puts
$575M
Net Calls
-$168M
Net Calls Change
-$46.6M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$48.8M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$23.3M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$15.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$14.4M
5
BC
Brookfield Corp
Ontario, Canada
+$13.9M

Top Sellers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$88.6M
2
KBC Group
KBC Group
Belgium
-$40.3M
3
WCM
Wedge Capital Management
North Carolina
-$27.9M
4
BlackRock
BlackRock
New York
-$26.4M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
826
Northcape Wealth Management
New York
$216K +$216K +2,522 New
SIM
827
SSI Investment Management
California
$215K +$601 +7 +0.3%
MAM
828
Mystic Asset Management
Rhode Island
$215K +$22.7K +265 +12%
IGWM
829
ICA Group Wealth Management
Colorado
$214K +$2.06K +24 +1%
JF
830
Joule Financial
Kentucky
$214K +$214K +2,498 New
EFG
831
Everhart Financial Group
Ohio
$213K +$213K +2,488 New
SFI
832
SPC Financial Inc
Maryland
$212K – – –
XT
833
XTX Topco
Cayman Islands
$212K +$212K +2,468 New
PSP
834
Principal Street Partners
Tennessee
$211K -$24.4K -285 -10%
SMH
835
Sanders Morris Harris
Texas
$211K -$7.11K -83 -3%
SCM
836
Shelton Capital Management
Colorado
$211K – – –
GWANC
837
Guardian Wealth Advisors (North Carolina)
North Carolina
$210K +$210K +2,444 New
AWA
838
Arkadios Wealth Advisors
Georgia
$210K +$210K +2,446 New
LWMG
839
Levy Wealth Management Group
Pennsylvania
$209K -$19.9K -232 -9%
HI
840
Harbour Investments
Wisconsin
$208K – – –
FA
841
Fountainhead AM
New Jersey
$208K +$2.4K +28 +1%
SF
842
Symphony Financial
Texas
$207K -$13.8K -160 -6%
WAL
843
W Advisors LLC
Tennessee
$207K -$684 -8 -0.3%
GC
844
Garde Capital
Washington
$206K – – –
MWM
845
Mission Wealth Management
California
$206K – – –
ONST
846
Old North State Trust
North Carolina
$206K +$206K +2,400 +120,000%
BCA
847
Bay Colony Advisors
Massachusetts
$206K +$206K +2,406 New
GCA
848
Guardian Capital Advisors
Ontario, Canada
$205K – – –
RCA
849
Riverview Capital Advisers
Massachusetts
$204K +$2.4K +28 +1%
FMLI
850
Fukoku Mutual Life Insurance
Japan
$203K – – –
32 33
34
35 36