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VMRK

Vivmark Residential

611 hedge funds and large institutions have $23.4B invested in Vivmark Residential in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 209 increasing their positions, 216 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 40

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

13% more capital invested

Capital invested by funds: $20.7B → $23.4B (+$2.73B)

5% more funds holding

Funds holding: 580611 (+31)

2.4% more ownership

Funds ownership: 91.26%93.66% (+2.4%)

0% more call options, than puts

Call options by funds: $38M | Put options by funds: $37.8M

3% less repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 216

Holders
611
Holders Change
+31
Holders Change %
+5.34%
% of All Funds
9.59%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
75
Increased
209
Reduced
216
Closed
40
Calls
$38M
Puts
$37.8M
Net Calls
+$188K
Net Calls Change
-$6.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$173M +$112M +1,794,548 +217%
Principal Financial Group
27
Principal Financial Group
Iowa
$169M -$2.39M -38,283 -1%
Prudential Financial
28
Prudential Financial
New Jersey
$141M +$1.09M +17,417 +0.8%
Bank of America
29
Bank of America
North Carolina
$128M -$65M -1,040,633 -35%
Goldman Sachs
30
Goldman Sachs
New York
$120M +$3.34M +53,489 +3%
ESCM
31
Echo Street Capital Management
New York
$91.9M -$5.01M -80,179 -5%
ACM
32
Adelante Capital Management
California
$87.7M +$649K +10,386 +0.8%
Swiss National Bank
33
Swiss National Bank
Switzerland
$85.8M -$7.79M -124,700 -9%
AllianceBernstein
34
AllianceBernstein
Tennessee
$85.6M +$2.71M +43,423 +3%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$81.1M -$9.45M -151,199 -11%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$78.9M -$1.35M -21,596 -2%
WCP
37
Waterfront Capital Partners
New York
$76.2M +$6.08M +97,249 +9%
SEI Investments
38
SEI Investments
Pennsylvania
$72M -$7.37M -117,925 -10%
Millennium Management
39
Millennium Management
New York
$71.5M -$10.8M -172,601 -14%
SO
40
STRS Ohio
Ohio
$69.6M +$32.6M +521,710 +98%
PAM
41
Panagora Asset Management
Massachusetts
$67.2M +$8.65M +138,338 +16%
UBS Group
42
UBS Group
Switzerland
$65M +$16.1M +257,050 +35%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$58.4M +$1.11M +17,800 +2%
WMSA
44
Weiss Multi-Strategy Advisers
New York
$57.7M +$28.2M +450,444 +106%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$51.9M -$5.52M -88,327 -10%
BC
46
Brookfield Corp
Ontario, Canada
$51.7M +$48.9M +783,044 New
Asset Management One
47
Asset Management One
Japan
$51.3M +$1.54M +24,578 +3%
Deutsche Bank
48
Deutsche Bank
Germany
$49.8M +$522K +8,348 +1%
HS
49
Hazelview Securities
Ontario, Canada
$49.3M +$46.3M +740,303 New
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$48.7M -$805K -12,876 -2%

VMRK Hedge Fund Activity: Q2 2023 in Review

611 of the 6,373 institutional investors tracked by Wall St. Rank reported a position in Vivmark Residential (VMRK) for Q2 2023, worth a combined $23.4B — up 13% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VMRK positions and 40 closed out — a net gain of 35 holders — while 209 added to existing stakes and 216 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $267M. The largest seller was Wellington Management Group, cutting an estimated $88.8M.

  • 611 institutional investors held Vivmark Residential (VMRK) as of Q2 2023, up from 580 in Q1 2023.
  • Funds reported $23.4B of Vivmark Residential stock for Q2 2023, up 13% quarter-over-quarter.
  • 75 funds opened new Vivmark Residential positions in Q2 2023 and 40 closed out, a net change of +35 holders.
  • The largest Vivmark Residential buyer in Q2 2023 was JP Morgan Chase, an estimated $267M added.
  • The largest Vivmark Residential seller in Q2 2023 was Wellington Management Group, an estimated $88.8M sold.

Based on aggregated 13F filings for Q2 2023.