TBRG icon

TruBridge
TBRG

Overview Fund Activity

133 hedge funds and large institutions have $149M invested in TruBridge in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-4
Holders Change %
-2.92%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
46
Reduced
51
Closed
29
Calls
$41K
Puts
$93K
Net Calls
-$52K
Net Calls Change
-$314K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$6.49M
2
AE
AMH Equity
New York
$2.69M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$6.24M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$5.69M
5
Ameriprise
Ameriprise
Minnesota
$5.58M

Top Sellers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
$0
2
PCMI
Paradigm Capital Management Inc
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$358
4
Millennium Management
Millennium Management
New York
$3.02M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$844K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
126
Farther Finance Advisors
California
$1.66K +$202 +18 +14%
C
127
Covestor
United Kingdom
$1K +$269 +25 +37%
GRP
128
Global Retirement Partners
California
$891 – – –
EWA
129
EverSource Wealth Advisors
Alabama
$885 +$168 +15 +23%
W
130
WealthCollab
Washington
$672 +$672 +60 New
Citadel Advisors
131
Citadel Advisors
Florida
$358 -$2.15M -192,605 -100%
PWMG
132
Private Wealth Management Group
New Jersey
$336 +$336 +30 New
MHR
133
Matthew Hamilton Rosenberg
$11 – – –
BGIM
134
Brandywine Global Investment Management
Pennsylvania
– -$4M -250,897 Closed
PCMI
135
Paradigm Capital Management Inc
New York
– -$3.82M -239,500 Closed
HF
136
HRT Financial
New York
– -$1.03M -64,354 Closed
Axa
137
Axa
France
– -$580K -36,375 Closed
Swiss National Bank
138
Swiss National Bank
Switzerland
– -$505K -31,700 Closed
GC
139
Globeflex Capital
California
– -$435K -27,284 Closed
ECM
140
ExodusPoint Capital Management
New York
– -$433K -27,175 Closed
CS
141
Credit Suisse
Switzerland
– -$382K -23,939 Closed
SAM
142
Shell Asset Management
Netherlands
– -$351K -22,034 Closed
Los Angeles Capital Management
143
Los Angeles Capital Management
California
– -$239K -15,016 Closed
UBS AM
144
UBS AM
Illinois
– -$232K -14,550 Closed
VOYA Investment Management
145
VOYA Investment Management
Georgia
– -$222K -13,917 Closed
Ensign Peak Advisors
146
Ensign Peak Advisors
Utah
– -$200K -12,530 Closed
PI
147
Putnam Investments
Massachusetts
– -$190K -11,944 Closed
SAA
148
Southeast Asset Advisors
Georgia
– -$185K -11,623 Closed
Point72 Asset Management
149
Point72 Asset Management
Connecticut
– -$178K -11,188 Closed
SGI
150
Summit Global Investments
Utah
– -$164K -10,300 Closed
3 4 5
6
7