We are live on ! Find out more
SRXH

SRX Global

22 hedge funds and large institutions have $3.47M invested in SRX Global in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

10% more funds holding

Funds holding: 2022 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less ownership

Funds ownership: 0.01%0.01% (-0%)

41% less capital invested

Capital invested by funds: $5.93M → $3.47M (-$2.46M)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
5
Reduced
3
Closed
2
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1
Must Asset Management
South Korea
$1.48M -$29.6K -18 -1%
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$714K
PCM
3
Perkins Capital Management
Minnesota
$472K +$75.6K +46 +11%
Vanguard Group
4
Vanguard Group
Pennsylvania
$368K
Geode Capital Management
5
Geode Capital Management
Massachusetts
$81K -$1.64K -1 -1%
BCM
6
Bridgeway Capital Management
Texas
$54.8K -$21.4K -13 -20%
State Street
7
State Street
Massachusetts
$39.2K
PCP
8
Proficio Capital Partners
Massachusetts
$32.3K +$50.9K +31 New
VCWA
9
Vanguard Capital Wealth Advisors
Colorado
$31.4K
BlackRock
10
BlackRock
New York
$29.9K
PCM
11
Perritt Capital Management
Illinois
$26.9K +$42.7K +26 New
BBHC
12
Brown Brothers Harriman & Co
New York
$26.2K
CC
13
Callan Capital
California
$23.3K +$36.1K +22 New
Creative Planning
14
Creative Planning
Kansas
$21.5K
Northern Trust
15
Northern Trust
Illinois
$18.6K
UBS Group
16
UBS Group
Switzerland
$12K +$11.5K +7 +175%
Citadel Advisors
17
Citadel Advisors
Florida
$11.9K +$8.21K +5 +83%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$8.89K +$13.1K +8 New
SG
19
StoneX Group
New York
$7.55K +$11.5K +7 New
TRCT
20
Tower Research Capital (TRC)
New York
$6K +$6.57K +4 +200%
Morgan Stanley
21
Morgan Stanley
New York
$4.2K +$4.93K +3 +300%
Osaic Holdings
22
Osaic Holdings
Arizona
$2K
Wells Fargo
23
Wells Fargo
California
$57
Bank of America
24
Bank of America
North Carolina
$24
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$29K -19 Closed

SRXH Hedge Fund Activity: Q4 2022 in Review

22 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SRX Global (SRXH) for Q4 2022, worth a combined $3.47M — down 41% from $5.93M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SRXH positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Perkins Capital Management, adding an estimated $75.6K. The largest seller was Must Asset Management, cutting an estimated $29.6K.

  • 22 institutional investors held SRX Global (SRXH) as of Q4 2022, up from 20 in Q3 2022.
  • Funds reported $3.47M of SRX Global stock for Q4 2022, down 41% quarter-over-quarter.
  • 5 funds opened new SRX Global positions in Q4 2022 and 2 closed out, a net change of +3 holders.
  • The largest SRX Global buyer in Q4 2022 was Perkins Capital Management, an estimated $75.6K added.
  • The largest SRX Global seller in Q4 2022 was Must Asset Management, an estimated $29.6K sold.

Based on aggregated 13F filings for Q4 2022.