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Charles Schwab
SCHW

Overview Fund Activity

1,044 hedge funds and large institutions have $40.5B invested in Charles Schwab in 2020 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 383 increasing their positions, 404 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,044
Holders Change
-28
Holders Change %
-2.61%
% of All Funds
21.12%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.69%
New
101
Increased
383
Reduced
404
Closed
120
Calls
$220M
Puts
$322M
Net Calls
-$102M
Net Calls Change
-$11.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$391M
2
Lazard Asset Management
Lazard Asset Management
New York
+$210M
3
American Century Companies
American Century Companies
Missouri
+$182M
4
BlackRock
BlackRock
New York
+$152M
5
GIM
Generation Investment Management
United Kingdom
+$118M

Top Sellers

1
Sands Capital Management
Sands Capital Management
Virginia
-$216M
2
Citadel Advisors
Citadel Advisors
Florida
-$194M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$112M
4
Renaissance Technologies
Renaissance Technologies
New York
-$95.9M
5
Goldman Sachs
Goldman Sachs
New York
-$95.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Arrowstreet Capital
1051
Arrowstreet Capital
Massachusetts
– -$9.48M -281,049 Closed
RA
1052
Ramius Advisors
New York
– -$8.29M -245,780 Closed
PI
1053
PineBridge Investments
New York
– -$7.3M -216,392 Closed
CRM
1054
Cramer Rosenthal McGlynn
Connecticut
– -$7.02M -208,105 Closed
Tudor Investment Corp
1055
Tudor Investment Corp
Connecticut
– -$6.24M -184,823 Closed
PHK
1056
Point72 Hong Kong
Hong Kong
– -$5.32M -157,594 Closed
TI
1057
Trexquant Investment
Connecticut
– -$5.11M -151,435 Closed
ACM
1058
AlphaCrest Capital Management
New York
– -$4.99M -147,805 Closed
MC
1059
Maverick Capital
Texas
– -$4.53M -134,330 Closed
CPM
1060
Crescent Park Management
California
– -$4.2M -124,485 Closed
ERSOT
1061
Employees Retirement System of Texas
Texas
– -$4.05M -120,000 Closed
JCI
1062
Jet Capital Investors
New York
– -$3.33M -98,825 Closed
BAM
1063
Blueshift Asset Management
New Jersey
– -$3.33M -98,602 Closed
NIT
1064
NumerixS Investment Technologies
British Columbia, Canada
– -$2.88M -85,474 Closed
HF
1065
HRT Financial
New York
– -$2.57M -76,042 Closed
PI
1066
PEAK6 Investments
Illinois
– -$2.37M -70,202 Closed
EGM
1067
Engineers Gate Manager
New York
– -$2.26M -66,880 Closed
PCM
1068
Poehling Capital Management
Wisconsin
– -$2.17M -64,371 Closed
CCM
1069
Canal Capital Management
Virginia
– -$2.16M -64,097 Closed
PRC
1070
Pearl River Capital
Michigan
– -$2.08M -61,595 Closed
Alyeska Investment Group
1071
Alyeska Investment Group
Illinois
– -$1.81M -53,597 Closed
GI
1072
GS Investments
Minnesota
– -$1.69M -50,050 Closed
AFM
1073
Anson Funds Management
Texas
– -$1.57M -46,400 Closed
NISOA
1074
National Investment Services of America
Wisconsin
– -$1.55M -45,882 Closed
TPCM
1075
Three Peaks Capital Management
Colorado
– -$1.42M -42,090 Closed
41 42
43
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