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Prudential Financial
PRU

Overview Fund Activity

1,088 hedge funds and large institutions have $22.7B invested in Prudential Financial in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 419 increasing their positions, 367 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,088
Holders Change
+22
Holders Change %
+2.06%
% of All Funds
19.11%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
104
Increased
419
Reduced
367
Closed
66
Calls
$439M
Puts
$448M
Net Calls
-$8.65M
Net Calls Change
+$48.9M

Top Buyers

1
Invesco
Invesco
Georgia
$324M
2
Charles Schwab
Charles Schwab
California
$620M
3
Goldman Sachs
Goldman Sachs
New York
$343M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$64.6M
5
SSA
Schonfeld Strategic Advisors
New York
$28.2M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$323M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$319M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$288M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$164M
5
State Street
State Street
Massachusetts
$1.93B
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMA
926
Heritage Wealth Management (Arizona)
Arizona
$67K – – –
CHC
927
City Holding Co
West Virginia
$67K +$14.8K +140 +28%
HIA
928
Harbor Investment Advisory
Maryland
$64K – – –
HPC
929
HM Payson & Co
Maine
$64K – – –
LWCFA
930
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63K – – –
FEG
931
Financial Enhancement Group
Indiana
$62K +$14.7K +140 +31%
TC
932
Tacita Capital
Ontario, Canada
$60K – – –
GWS
933
Glassman Wealth Services
Virginia
$60K +$2.72K +26 +5%
CWA
934
Clearview Wealth Advisors
Oregon
$59K -$10.5K -100 -15%
PA
935
PSI Advisors
Florida
$59K +$59K +564 New
Loomis, Sayles & Company
936
Loomis, Sayles & Company
Massachusetts
$57K +$105 +1 +0.2%
UAML
937
US Asset Management LLC
Pennsylvania
$57K +$57K +542 New
LC
938
Lindbrook Capital
California
$54K – – –
MSFP
939
Mark Sheptoff Financial Planning
Connecticut
$53K -$201K -1,900 -79%
MFT
940
Moisand Fitzgerald Tamayo
Florida
$53K – – –
TFA
941
Toth Financial Advisory
Virginia
$52K – – –
BWM
942
Baystate Wealth Management
Massachusetts
$52K +$630 +6 +1%
GI
943
Gradient Investments
Minnesota
$51K -$4.71K -45 -8%
AF
944
Arrow Financial
New York
$51K – – –
FWM
945
Filbrandt Wealth Management
Wisconsin
$51K +$2.52K +24 +5%
MFA
946
McClarren Financial Advisors
Pennsylvania
$50K +$625 +6 +1%
CWP
947
Concord Wealth Partners
Virginia
$49K -$156K -1,489 -76%
FWM
948
Focused Wealth Management
New York
$49K +$105 +1 +0.2%
NIM
949
NuWave Investment Management
New Jersey
$48K -$31.5K -301 -40%
First Manhattan
950
First Manhattan
New York
$48K – – –
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