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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.76B -$62.3M -997,018 -2%
BlackRock
2
BlackRock
New York
$2.66B -$67.8M -1,084,516 -3%
Norges Bank
3
Norges Bank
Norway
$2.19B +$90.5M +1,448,260 +5%
State Street
4
State Street
Massachusetts
$1.67B +$2.11M +33,813 +0.1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.21B +$20.2M +322,820 +2%
AAMU
6
APG Asset Management US
New York
$772M -$30.1K -482 -0%
JP Morgan Chase
7
JP Morgan Chase
New York
$708M +$267M +4,278,160 +66%
RC
8
Resolution Capital
Australia
$618M +$100M +1,607,340 +21%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$586M +$7.01M +112,199 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$525M +$8.95M +143,151 +2%
Macquarie Group
11
Macquarie Group
Australia
$489M -$31.4M -501,809 -6%
CIM
12
Centersquare Investment Management
Pennsylvania
$387M +$15.6M +249,765 +4%
Legal & General Group
13
Legal & General Group
United Kingdom
$361M +$13.2M +210,406 +4%
CTC
14
Chai Trust Company
Illinois
$356M +$262M +4,192,082 +346%
Northern Trust
15
Northern Trust
Illinois
$354M -$27.8M -444,377 -8%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$337M +$3.53M +56,474 +1%
Canada Pension Plan Investment Board
17
Canada Pension Plan Investment Board
Ontario, Canada
$302M +$12.4M +199,076 +5%
Morgan Stanley
18
Morgan Stanley
New York
$259M +$27.8M +444,931 +13%
Charles Schwab
19
Charles Schwab
California
$240M +$7.19M +115,065 +3%
Invesco
20
Invesco
Georgia
$223M -$2.97M -47,497 -1%
Nuveen
21
Nuveen
North Carolina
$214M -$13.7M -219,676 -6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$200M -$6.05M -96,798 -3%
DCP
23
D1 Capital Partners
New York
$194M +$183M +2,935,064 New
UBS AM
24
UBS AM
Illinois
$182M
Boston Partners
25
Boston Partners
Massachusetts
$176M +$1.09M +17,467 +0.7%

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.