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VMRK

Vivmark Residential

557 hedge funds and large institutions have $21.8B invested in Vivmark Residential in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 200 increasing their positions, 203 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $12.6M

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

1.23% more ownership

Funds ownership: 93.75%94.97% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 203

7% less funds holding

Funds holding: 596557 (-39)

23% less capital invested

Capital invested by funds: $28.2B → $21.8B (-$6.36B)

35% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 101

Holders
557
Holders Change
-39
Holders Change %
-6.54%
% of All Funds
12.27%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.46%
New
66
Increased
200
Reduced
203
Closed
101
Calls
$46.4M
Puts
$12.6M
Net Calls
+$33.8M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
526
Arkadios Wealth Advisors
Georgia
$4.81K +$6.03K +78 New
OSAM
527
O'Shaughnessy Asset Management
Connecticut
$4K -$9.74K -126 -64%
SFSIG
528
San Francisco Sentry Investment Group
California
$4K -$9.2K -119 -66%
LF
529
Lee Financial
Texas
$4K
GSWM
530
Golden State Wealth Management
California
$4K +$5.18K +67 New
EW
531
Evoke Wealth
California
$3.31K -$128K -1,661 -97%
BBHC
532
Brown Brothers Harriman & Co
New York
$3K -$3.4K -44 -50%
NFG
533
Next Financial Group
Texas
$3K -$1K -13 -21%
GRP
534
Global Retirement Partners
California
$3K -$928 -12 -21%
HR
535
Howe & Rusling
New York
$3K -$232 -3 -6%
ATC
536
Adirondack Trust Company
New York
$3K
BWM
537
Baystate Wealth Management
Massachusetts
$3K
Carson Wealth (CWM LLC)
538
Carson Wealth (CWM LLC)
Nebraska
$3K
SQA
539
Simon Quick Advisors
New Jersey
$3K +$850 +11 +26%
HFA
540
HC Financial Advisors
California
$3K +$3.87K +50 New
RWM
541
Raffa Wealth Management
District of Columbia
$2.41K +$541 +7 +22%
FM
542
Forward Management
California
$2K -$920K -11,900 -100%
PCG
543
Private Capital Group
Connecticut
$2K -$4.79K -62 -67%
EFSCE
544
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$3.71K -48 -63%
CCA
545
Column Capital Advisors
Indiana
$2K
IFAM
546
Institutional & Family Asset Management
Colorado
$2K
VCM
547
Versant Capital Management
Arizona
$2K +$850 +11 +50%
VFA
548
Valeo Financial Advisors
Indiana
$2K +$1.78K +23 New
TWA
549
TCI Wealth Advisors
Arizona
$1K -$40.7K -527 -97%
Kayne Anderson Rudnick Investment Management
550
Kayne Anderson Rudnick Investment Management
California
$1K

VMRK Hedge Fund Activity: Q1 2020 in Review

557 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vivmark Residential (VMRK) for Q1 2020, worth a combined $21.8B — down 23% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of VMRK and 66 opened new positions — a net loss of 35 holders — while 203 trimmed existing stakes and 200 added.

The largest buyer was Brookfield Public Securities Group, opening a new position worth an estimated $196M. The largest seller was Boston Partners, cutting an estimated $186M.

  • 557 institutional investors held Vivmark Residential (VMRK) as of Q1 2020, down from 596 in Q4 2019.
  • Funds reported $21.8B of Vivmark Residential stock for Q1 2020, down 23% quarter-over-quarter.
  • 66 funds opened new Vivmark Residential positions in Q1 2020 and 101 closed out, a net change of -35 holders.
  • The largest Vivmark Residential buyer in Q1 2020 was Brookfield Public Securities Group, an estimated $196M added.
  • The largest Vivmark Residential seller in Q1 2020 was Boston Partners, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2020.