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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 %
AIM
926
Arcadia Investment Management
Michigan
$88.7K – – –
PFBT
927
Parkside Financial Bank & Trust
Missouri
$85.7K +$6.45K +68 +8%
EWM
928
Evermay Wealth Management
Virginia
$85.4K – – –
BAAM
929
Baker Avenue Asset Management
California
$83.9K +$15K +158 +22%
BFPW
930
BOK Financial Private Wealth
Colorado
$83.6K – – –
BWM
931
Baystate Wealth Management
Massachusetts
$82.9K +$2K +21 +2%
JWA
932
JFS Wealth Advisors
Pennsylvania
$82.6K +$3.32K +35 +4%
MFT
933
Moisand Fitzgerald Tamayo
Florida
$82K – – –
SWM
934
Sugarloaf Wealth Management
Georgia
$81.6K -$185K -1,951 -69%
AWM
935
Ameliora Wealth Management
Switzerland
$79.7K – – –
DJSG
936
D.J. St. Germain
Massachusetts
$78.4K – – –
SSB
937
Sandy Spring Bank
Maryland
$76.5K +$35K +369 +84%
CAC
938
Certified Advisory Corp
Florida
$76.4K +$570 +6 +0.8%
MA
939
MCF Advisors
Kentucky
$75.8K +$2.66K +28 +4%
LS
940
Livforsakringsbolaget Skandia
Sweden
$75.4K – – –
TCOV
941
Trust Company of Vermont
Vermont
$74.3K +$7.12K +75 +11%
IBOK
942
Independence Bank of Kentucky
Kentucky
$73.7K -$14.2K -150 -16%
GM
943
GeoWealth Management
Illinois
$73K +$70.8K +742 +3,226%
CBT
944
Central Bank & Trust
Kentucky
$72.2K – – –
GEA
945
Glen Eagle Advisors
New Jersey
$71.6K -$949 -10 -1%
CWM
946
Compass Wealth Management
Connecticut
$71.5K – – –
JFGIW
947
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71.1K +$44.7K +471 +169%
FFC
948
First Financial Corp
Indiana
$70.8K – – –
SAI
949
Systematic Alpha Investments
New Jersey
$67.1K – – –
HPC
950
HM Payson & Co
Maine
$66.8K +$2.37K +25 +4%
36 37
38
39 40