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Q2 Holdings

201 hedge funds and large institutions have $4.31B invested in Q2 Holdings in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
3.97%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
31
Increased
76
Reduced
65
Closed
24
Calls
$4.87M
Puts
$1.62M
Net Calls
+$3.25M
Net Calls Change
-$1.47M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
176
Valeo Financial Advisors
Indiana
$29K -$1.84K -23 -6%
KTC
177
Kistler-Tiffany Companies
Pennsylvania
$25K
FP
178
Financial Perspectives
Minnesota
$24.3K +$24.3K +300 New
RWA
179
Ropes Wealth Advisors
Massachusetts
$24K
LC
180
Lindbrook Capital
California
$22K
IA
181
IFP Advisors
Florida
$18K -$32.9K -420 -65%
HPC
182
HM Payson & Co
Maine
$18K
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$12K +$322 +4 +3%
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$12K +$7.4K +90 +161%
TCWM
185
Total Clarity Wealth Management
Illinois
$12K +$12K +150 New
AIM
186
Anchor Investment Management
South Carolina
$11K +$11K +136 New
VCM
187
Versant Capital Management
Arizona
$9K -$1.68K -23 -16%
VAIA
188
Virtus Alternative Investment Advisers
Connecticut
$9K +$9K +108 New
OPS
189
Orion Portfolio Solutions
Nebraska
$8K +$8K +94 New
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$7K
WAP
191
Wealthcare Advisory Partners
Pennsylvania
$6K
BBHC
192
Brown Brothers Harriman & Co
New York
$5K
AF
193
Allworth Financial
California
$4K
FHA
194
Flagship Harbor Advisors
Massachusetts
$4K
BCA
195
Berman Capital Advisors
Georgia
$4K
BCI
196
Brinker Capital Investments
Pennsylvania
$4K +$4K +48 New
BAM
197
Bellevue Asset Management
Washington
$3K +$3K +37 New
Bessemer Group
198
Bessemer Group
New Jersey
$2K
FCA
199
FinTrust Capital Advisors
South Carolina
$2K
IFAM
200
Institutional & Family Asset Management
Colorado
$1K