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TFS Financial

145 hedge funds and large institutions have $410M invested in TFS Financial in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

30% more capital invested

Capital invested by funds: $315M → $410M (+$95.7M)

24% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 45

4% more funds holding

Funds holding: 139145 (+6)

0.47% more ownership

Funds ownership: 9.49%9.96% (+0.47%)

0% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $1.39M

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
56
Reduced
45
Closed
16
Calls
$1.39M
Puts
$1.39M
Net Calls
+$5K
Net Calls Change
-$402K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$421K -$15.6K -1,209 -4%
Creative Planning
52
Creative Planning
Kansas
$412K +$82.8K +6,406 +30%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$408K +$37.9K +2,928 +12%
JP Morgan Chase
54
JP Morgan Chase
New York
$392K +$11K +850 +3%
II
55
Inspire Investing
Idaho
$384K +$2.39K +185 +0.7%
OQS
56
Occudo Quantitative Strategies
Florida
$372K -$73.4K -5,675 -18%
Janus Henderson Group
57
Janus Henderson Group
United Kingdom
$369K -$414 -32 -0.1%
CIA
58
Concurrent Investment Advisors
Florida
$362K +$319K +24,650 New
LPL Financial
59
LPL Financial
California
$356K +$8.3K +642 +3%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$351K -$276K -21,357 -47%
BRWA
61
B. Riley Wealth Advisors
Florida
$336K +$246 +19 +0.1%
Treasurer of the State of North Carolina
62
Treasurer of the State of North Carolina
North Carolina
$326K +$2.84K +220 +1%
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$308K +$7.41K +573 +3%
UB
64
UMB Bank
Missouri
$294K
PA
65
Parallel Advisors
California
$290K -$38.5K -2,981 -13%
US Bancorp
66
US Bancorp
Minnesota
$270K -$88.1K -6,814 -27%
Victory Capital Management
67
Victory Capital Management
Texas
$268K +$35.6K +2,753 +18%
Stifel Financial
68
Stifel Financial
Missouri
$265K +$36.3K +2,810 +18%
Canada Life
69
Canada Life
Manitoba, Canada
$257K -$11.3K -874 -5%
AQR Capital Management
70
AQR Capital Management
Connecticut
$255K -$175K -13,559 -44%
RJA
71
Raymond James & Associates
Florida
$242K -$5.43K -420 -2%
C
72
Covestor
United Kingdom
$241K -$957 -74 -0.4%
IAN
73
Integrated Advisors Network
Texas
$240K +$39.2K +3,030 +23%
S
74
SignatureFD
Georgia
$239K -$54.5K -4,212 -21%
OAM
75
Oppenheimer Asset Management
New York
$238K +$63.5K +4,911 +43%