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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
BIA
576
Bell Investment Advisors
California
$4.68K -$1K -16 -18%
AF
577
Advisornet Financial
Minnesota
$4.62K -$625 -10 -13%
GWM
578
Geneos Wealth Management
Colorado
$4.55K
CAL
579
Capital Advisors Ltd
Ohio
$4K -$2K -32 -37%
TCM
580
Tradewinds Capital Management
Washington
$3.63K
AWM
581
Abound Wealth Management
Tennessee
$3.3K +$625 +10 +25%
ATC
582
Adirondack Trust Company
New York
$3.3K
BWM
583
Baystate Wealth Management
Massachusetts
$3.13K +$62 +1 +2%
RWM
584
Raffa Wealth Management
District of Columbia
$3.04K
SWA
585
Sutton Wealth Advisors
Florida
$3.04K +$125 +2 +5%
SIA
586
SkyView Investment Advisors
New Jersey
$3K +$1.56K +25 +89%
ME
587
McIlrath & Eck
Washington
$2.77K
PTC
588
Private Trust Company
Ohio
$2.71K
AAP
589
Arax Advisory Partners
Colorado
$2.57K +$2.44K +39 New
CIA
590
Cape Investment Advisory
Georgia
$2.44K -$3.06K -49 -57%
VCM
591
Versant Capital Management
Arizona
$2.24K +$500 +8 +31%
GI
592
Gradient Investments
Minnesota
$2.11K +$1.19K +19 +146%
AW
593
Avion Wealth
Texas
$2K +$2.13K +34 New
BBHC
594
Brown Brothers Harriman & Co
New York
$1.91K -$5.38K -86 -75%
PPC
595
Park Place Capital
Alabama
$1.78K
TF
596
TimeScale Financial
Massachusetts
$1.77K
SIS
597
Sound Income Strategies
Florida
$1.65K
TCCM
598
Timber Creek Capital Management
Massachusetts
$1.49K +$1.38K +22 New
CP
599
Castleview Partners
Texas
$1.45K +$500 +8 +57%
FA
600
Fiduciary Alliance
South Carolina
$1.25K +$1.19K +19 New

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.