We are live on ! Find out more
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
AF
526
Allworth Financial
California
$26.4K +$17.2K +275 +220%
CTC
527
Central Trust Company
Missouri
$26.4K -$1.75K -28 -7%
AA
528
Ancora Advisors
Ohio
$26.4K
CFB
529
Cullen/Frost Bankers
Texas
$26.4K
SWM
530
Spire Wealth Management
Virginia
$24.4K -$2.75K -44 -11%
SPIA
531
Steward Partners Investment Advisory
New York
$23.1K -$6.63K -106 -23%
WT
532
Washington Trust
Rhode Island
$23.1K -$5.56K -89 -20%
DSC
533
Duncker Streett & Co
Missouri
$23.1K
ECM
534
Estabrook Capital Management
New York
$23.1K
SCM
535
Silvant Capital Management
Georgia
$20.7K
QL
536
Quarry LP
New York
$20.1K -$4.25K -68 -18%
PCM
537
Perritt Capital Management
Illinois
$19.8K
CA
538
Clearstead Advisors
Ohio
$19.7K -$3.56K -57 -16%
FWM
539
Focused Wealth Management
New York
$19.7K
FCAG
540
First Capital Advisors Group
New Jersey
$18.9K +$17.9K +286 New
CFGS
541
Concourse Financial Group Securities
Alabama
$18.7K -$24.9K -398 -59%
MCM
542
MV Capital Management
Maryland
$18K +$4.13K +66 +32%
FHA
543
First Horizon Advisors
Tennessee
$17.8K -$17.8K -284 -51%
PO
544
Private Ocean
California
$16.5K
IA
545
IFP Advisors
Florida
$16.2K -$1.63K -26 -10%
ST
546
Smithfield Trust
Pennsylvania
$16K
LC
547
Lindbrook Capital
California
$15.9K +$5.31K +85 +54%
AFS
548
Annapolis Financial Services
Maryland
$15.4K
FMII
549
Farmers & Merchants Investments Inc
Nebraska
$15K
HWA
550
HHM Wealth Advisors
Tennessee
$14.7K

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.