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Charles Schwab

901 hedge funds and large institutions have $43.2B invested in Charles Schwab in 2017 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 319 increasing their positions, 347 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+40
Holders Change %
+4.65%
% of All Funds
22.46%
Holding in Top 10
49
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-24.62%
% of All Funds
1.22%
New
115
Increased
319
Reduced
347
Closed
64
Calls
$328M
Puts
$264M
Net Calls
+$63.2M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Shares
Change %
ECU
26
Egerton Capital (UK)
United Kingdom
$353M -$55.5M -1,360,216 -14%
Lazard Asset Management
27
Lazard Asset Management
New York
$347M -$44.2M -1,083,898 -11%
RCG
28
Ruane, Cunniff & Goldfarb
New York
$331M -$12.4M -304,760 -4%
BWA
29
Brave Warrior Advisors
New York
$312M -$22.6M -553,078 -7%
AIM
30
abrdn Investment Management
United Kingdom
$310M -$2.23M -54,703 -0.7%
PI
31
Putnam Investments
Massachusetts
$300M -$11.5M -281,391 -4%
ClearBridge Investments
32
ClearBridge Investments
New York
$286M +$29.5M +722,233 +11%
EVM
33
Eaton Vance Management
Massachusetts
$286M -$51.8M -1,269,591 -15%
BAMCO Inc
34
BAMCO Inc
New York
$267M -$3.21M -78,636 -1%
WRF
35
Waddell & Reed Financial
Kansas
$260M +$106M +2,605,949 +69%
SA
36
SQ Advisors
Florida
$257M -$21.4M -524,978 -8%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$237M +$95.4M +2,338,254 +67%
TCIM
38
TIAA CREF Investment Management
New York
$227M +$54.1M +1,326,121 +31%
FPP
39
Findlay Park Partners
United Kingdom
$219M +$219M +5,358,214 New
Legal & General Group
40
Legal & General Group
United Kingdom
$211M +$8.15M +199,562 +4%
Brown Advisory
41
Brown Advisory
Maryland
$210M -$6.49M -159,109 -3%
Morgan Stanley
42
Morgan Stanley
New York
$189M +$6.88M +168,505 +4%
BRIM
43
Broad Run Investment Management
Virginia
$187M +$5.62M +137,737 +3%
Goldman Sachs
44
Goldman Sachs
New York
$179M -$22.6M -554,412 -11%
GIM
45
Generation Investment Management
United Kingdom
$178M -$731K -17,920 -0.4%
DCP
46
DSM Capital Partners
Florida
$176M -$49.8M -1,219,921 -22%
Norges Bank
47
Norges Bank
Norway
$171M +$12.1M +295,475 +8%
Wells Fargo
48
Wells Fargo
California
$161M +$6.26M +153,422 +4%
JHIU
49
Janus Henderson Investors US
Colorado
$157M +$26M +637,849 +20%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$155M -$8.73M -213,814 -5%