Bloomia Holdings
TULP
15 hedge funds and large institutions have $1.08M invested in Bloomia Holdings in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
7% more funds holding
Funds holding: 14 → 15 (+1)
0% less ownership
Funds ownership: 1.79% → 1.78% (-0%)
4% less capital invested
Capital invested by funds: $1.12M → $1.08M (-$43K)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$12.7K |
| 2 |
HF
HRT Financial
New York
|
+$10.2K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$3.67K |
| 4 |
Renaissance Technologies
New York
|
+$2.99K |
| 5 |
Barclays
London,
United Kingdom
|
+$169 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$23.5K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.53K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.77K |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$2K |
| 5 |
Morgan Stanley
New York
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Renaissance Technologies
New York
| $546K | +$2.99K | +600 | +0.6% |
|
2
BlackRock
New York
| $335K | -$224 | -45 | -0.1% |
|
|
3
Vanguard Group
Malvern,
Pennsylvania
| $90K | -$23.5K | -4,709 | -21% |
|
|
SPC
4
Sigma Planning Corp
Ann Arbor,
Michigan
| $29K | – | – | – |
|
|
5
Geode Capital Management
Boston,
Massachusetts
| $29K | +$3.67K | +736 | +15% |
|
6
Northern Trust
Chicago,
Illinois
| $15K | -$204 | -41 | -1% |
|
|
BSW
7
Buckingham Strategic Wealth
Clayton,
Missouri
| $13K | +$12.7K | +2,548 | New |
|
|
HF
8
HRT Financial
New York
| $10K | +$10.2K | +2,049 | New |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $5K | -$2.77K | -557 | -34% |
|
|
VCM
10
Vigilant Capital Management
Portland,
Maine
| $5K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $1K | -$3.53K | -709 | -88% |
|
12
Bank of America
Charlotte,
North Carolina
| $1K | +$5 | +1 | +0.3% |
|
|
13
Victory Capital Management
San Antonio,
Texas
| – | -$2K | -430 | Closed |
|
|
14
Morgan Stanley
New York
| – | -$1K | -107 | Closed |
|
|
15
Barclays
London,
United Kingdom
| – | +$169 | +34 | New |
|
TULP Hedge Fund Activity: Q2 2020 in Review
15 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Bloomia Holdings (TULP) for Q2 2020, worth a combined $1.08M — down 3.8% from $1.12M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TULP positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $12.7K. The largest seller was Vanguard Group, cutting an estimated $23.5K.
- 15 institutional investors held Bloomia Holdings (TULP) as of Q2 2020, up from 14 in Q1 2020.
- Funds reported $1.08M of Bloomia Holdings stock for Q2 2020, down 3.8% quarter-over-quarter.
- 3 funds opened new Bloomia Holdings positions in Q2 2020 and 2 closed out, a net change of +1 holder.
- The largest Bloomia Holdings buyer in Q2 2020 was Buckingham Strategic Wealth, an estimated $12.7K added.
- The largest Bloomia Holdings seller in Q2 2020 was Vanguard Group, an estimated $23.5K sold.
Based on aggregated 13F filings for Q2 2020.