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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$76.3M -$1.02M -78,604 -1%
Renaissance Technologies
2
Renaissance Technologies
New York
$52.5M -$2.91M -224,700 -6%
BlackRock
3
BlackRock
New York
$46.2M -$1.1M -85,194 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$32.6M +$1.98M +152,815 +7%
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$25.9M +$3.52M +272,433 +18%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$24.3M +$5.18M +400,601 +32%
State Street
7
State Street
Massachusetts
$21.8M +$7.82M +605,091 +69%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$15M +$373K +28,856 +3%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$13.9M -$354K -27,381 -3%
Morgan Stanley
10
Morgan Stanley
New York
$11.8M +$3.72M +287,639 +56%
Citadel Advisors
11
Citadel Advisors
Florida
$10.3M +$1.33M +103,225 +17%
BGIM
12
Brandywine Global Investment Management
Pennsylvania
$7.32M +$833K +64,448 +15%
Charles Schwab
13
Charles Schwab
California
$6.28M +$238K +18,376 +4%
Northern Trust
14
Northern Trust
Illinois
$5.68M +$461K +35,677 +10%
CA
15
Clearstead Advisors
Ohio
$3.82M -$3.36M -260,096 -50%
Norges Bank
16
Norges Bank
Norway
$2.82M +$930K +71,947 +60%
N
17
Nuveen
North Carolina
$2.72M +$22.6K +1,748 +1%
Bank of America
18
Bank of America
North Carolina
$2.67M +$431K +33,351 +22%
APF
19
Alaska Permanent Fund
Alaska
$2.63M -$1.2M -92,949 -34%
First Trust Advisors
20
First Trust Advisors
Illinois
$2.13M +$636K +49,160 +51%
State Board of Administration of Florida Retirement System
21
State Board of Administration of Florida Retirement System
Florida
$2M -$62.1K -4,800 -3%
CS
22
Credit Suisse
Switzerland
$1.84M +$38.6K +2,983 +2%
VCM
23
Vision Capital Management
Oregon
$1.73M -$20.6K -1,592 -1%
Swiss National Bank
24
Swiss National Bank
Switzerland
$1.62M -$164K -12,700 -10%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$1.56M +$1.37M +105,865 New