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Prudential Financial
PRU

Overview Fund Activity

1,150 hedge funds and large institutions have $19B invested in Prudential Financial in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 415 increasing their positions, 413 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,150
Holders Change
+11
Holders Change %
+0.97%
% of All Funds
18.34%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
114
Increased
415
Reduced
413
Closed
88
Calls
$591M
Puts
$680M
Net Calls
-$88.7M
Net Calls Change
-$33.6M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$106M
2
Barclays
Barclays
United Kingdom
+$50.5M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$39.4M
4
BlackRock
BlackRock
New York
+$37.3M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$34.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$103M
2
Marshall Wace
Marshall Wace
United Kingdom
-$101M
3
Invesco
Invesco
Georgia
-$53M
4
Millennium Management
Millennium Management
New York
-$33.5M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
901
Heritage Wealth Advisors
Virginia
$132K -$6.36K -67 -5%
GFPC
902
Global Financial Private Client
Florida
$132K – – –
TFM
903
TFC Financial Management
Massachusetts
$130K – – –
CSS
904
Cubist Systematic Strategies
Connecticut
$130K -$11.5M -121,432 -99%
LFA
905
LGT Financial Advisors
Texas
$125K +$125K +1,317 New
PWMG
906
Prestige Wealth Management Group
New Jersey
$113K -$12.7K -134 -10%
CSB
907
City State Bank
Iowa
$111K -$28.5K -300 -20%
GI
908
Gradient Investments
Minnesota
$111K +$285 +3 +0.3%
CHC
909
City Holding Co
West Virginia
$110K – – –
CNBTD
910
Citizens National Bank Trust Department
Mississippi
$109K – – –
MCM
911
MV Capital Management
Maryland
$109K +$380 +4 +0.3%
LC
912
Lindbrook Capital
California
$108K +$29.7K +313 +38%
OIA
913
Optimum Investment Advisors
Illinois
$107K – – –
PG
914
Proffitt & Goodson
Tennessee
$106K – – –
AA
915
Alta Advisers
United Kingdom
$104K – – –
MAM
916
Meeder Asset Management
Ohio
$104K +$104K +1,092 New
LWA
917
Lowe Wealth Advisors
Maryland
$102K -$4.75K -50 -4%
VNA
918
Valley National Advisers
Pennsylvania
$102K +$20.1K +212 +25%
Legacy Financial Group (Iowa)
919
Legacy Financial Group (Iowa)
Iowa
$96.3K +$96.3K +1,015 New
GTAM
920
Global Trust Asset Management
Florida
$96.2K – – –
KC
921
Kenfarb & Co
Kentucky
$94.9K – – –
CWP
922
Concord Wealth Partners
Virginia
$94.8K +$7.03K +74 +8%
ICM
923
Islay Capital Management
Texas
$90.3K +$95 +1 +0.1%
MA
924
Montag & Associates
Georgia
$90.1K – – –
SOW
925
State of Wyoming
Wyoming
$89.6K +$89.6K +944 New
35 36
37
38 39