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Webster Financial

443 hedge funds and large institutions have $6.02B invested in Webster Financial in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 140 increasing their positions, 194 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

519% more call options, than puts

Call options by funds: $9.1M | Put options by funds: $1.47M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

5% more capital invested

Capital invested by funds: $5.72B → $6.02B (+$303M)

2% more funds holding

Funds holding: 436443 (+7)

0.82% less ownership

Funds ownership: 87.08%86.26% (-0.82%)

28% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 194

Holders
443
Holders Change
+7
Holders Change %
+1.61%
% of All Funds
7.03%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
37
Increased
140
Reduced
194
Closed
26
Calls
$9.1M
Puts
$1.47M
Net Calls
+$7.63M
Net Calls Change
+$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
RP
326
Riverwater Partners
Wisconsin
$227K -$58.7K -1,380 -20%
MWM
327
Modera Wealth Management
New Jersey
$224K
SPC
328
Sigma Planning Corp
Michigan
$223K +$765 +18 +0.3%
DC
329
Diametric Capital
Massachusetts
$220K +$232K +5,454 New
GT
330
Greenleaf Trust
Michigan
$218K +$4.42K +104 +2%
JSW
331
Journey Strategic Wealth
New Jersey
$218K -$4.04K -95 -2%
William Blair & Company
332
William Blair & Company
Illinois
$218K
BFG
333
Bleakley Financial Group
New Jersey
$217K -$8K -188 -3%
SS
334
Simplicity Solutions
Minnesota
$217K -$7.87K -185 -3%
Mercer Global Advisors
335
Mercer Global Advisors
Colorado
$217K -$2.76K -65 -1%
Robeco Institutional Asset Management
336
Robeco Institutional Asset Management
Netherlands
$215K -$34.4K -809 -13%
AssetMark Inc
337
AssetMark Inc
California
$214K +$30.4K +716 +16%
PAM
338
Panagora Asset Management
Massachusetts
$214K
PRC
339
Pearl River Capital
Michigan
$213K +$225K +5,282 New
WP
340
Waycross Partners
Kentucky
$212K +$223K +5,250 New
Bank of Nova Scotia
341
Bank of Nova Scotia
Ontario, Canada
$209K -$170K -3,991 -43%
ClearBridge Investments
342
ClearBridge Investments
New York
$207K -$1.88M -44,159 -90%
S
343
SignatureFD
Georgia
$207K -$1.62K -38 -0.7%
BMC
344
Benin Management Corp
Connecticut
$207K +$218K +5,124 New
FCM
345
Firestone Capital Management
Florida
$205K
Empower Advisory Group
346
Empower Advisory Group
Colorado
$202K +$213K +5,019 New
IPW
347
Impact Partnership Wealth
Georgia
$192K +$203K +4,764 New
SPIA
348
Steward Partners Investment Advisory
New York
$192K +$8.12K +191 +4%
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
$182K +$6K +141 +3%
VI
350
Vestcor Inc
New Brunswick, Canada
$164K -$4K -94 -2%