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TFS Financial

127 hedge funds and large institutions have $487M invested in TFS Financial in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $411M → $487M (+$76.3M)

0% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 44

0.13% less ownership

Funds ownership: 9.99%9.86% (-0.13%)

2% less funds holding

Funds holding: 129127 (-2)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

44% less call options, than puts

Call options by funds: $625K | Put options by funds: $1.11M

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
44
Reduced
44
Closed
18
Calls
$625K
Puts
$1.11M
Net Calls
-$483K
Net Calls Change
-$566K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$102M -$5.55M -333,881 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$89.3M +$2.21M +132,996 +3%
BlackRock
3
BlackRock
New York
$49.7M +$1.83M +109,970 +4%
ECP
4
Empyrean Capital Partners
California
$27.4M
Bank of New York Mellon
5
Bank of New York Mellon
New York
$25.8M +$4.76M +286,140 +24%
CRM
6
Cramer Rosenthal McGlynn
Connecticut
$20.1M -$1.3M -78,208 -6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$20M +$418K +25,125 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13.6M -$207K -12,440 -2%
State Street
9
State Street
Massachusetts
$12.6M +$254K +15,281 +2%
Goldman Sachs
10
Goldman Sachs
New York
$10.4M +$5.69M +342,287 +138%
SCA
11
Stieven Capital Advisors
Missouri
$9.09M -$3.48M -209,144 -29%
PPA
12
Parametric Portfolio Associates
Washington
$8.17M +$83.7K +5,032 +1%
Victory Capital Management
13
Victory Capital Management
Texas
$6.72M -$27.3K -1,640 -0.4%
Charles Schwab
14
Charles Schwab
California
$5.99M +$71K +4,267 +1%
Northern Trust
15
Northern Trust
Illinois
$5.91M -$159K -9,583 -3%
AG
16
Aperio Group
California
$5M +$843K +50,666 +22%
N
17
Nuveen
North Carolina
$4.49M -$388K -23,329 -8%
Robeco Institutional Asset Management
18
Robeco Institutional Asset Management
Netherlands
$4.05M -$2.31M -139,064 -38%
MAM
19
Martingale Asset Management
Massachusetts
$3.98M -$48.2K -2,900 -1%
Millennium Management
20
Millennium Management
New York
$3.48M +$2.84M +170,415 +634%
AIMCA
21
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.34M
MCM
22
Maltese Capital Management
New York
$3.18M -$102K -6,152 -3%
State Board of Administration of Florida Retirement System
23
State Board of Administration of Florida Retirement System
Florida
$3.1M
CA
24
Clearstead Advisors
Ohio
$3.02M +$106K +6,400 +4%
VCM
25
Vision Capital Management
Oregon
$2.71M -$160K -9,640 -6%