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Westwood Holdings Group
WHG

Overview Fund Activity

45 hedge funds and large institutions have $57.8M invested in Westwood Holdings Group in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
9
Closed
8
Calls
$14K
Puts
$1K
Net Calls
+$13K
Net Calls Change
+$2K

Top Buyers

1
PCG
1
Prosperity Consulting Group
Maryland
$537K
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$2.99M
3
DLP
3
De Lisle Partners
United Kingdom
$368K
4
AI
4
Acuitas Investments
Washington
$1.67M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$183K

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$0
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$5.5M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$5.59M
4
Squarepoint
4
Squarepoint
New York
$0
5
HIM
5
Hillsdale Investment Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Assenagon Asset Management
51
Assenagon Asset Management
Luxembourg
– – -10,105 Closed
NA
52
NewEdge Advisors
Louisiana
– – -1,402 Closed
Barclays
53
Barclays
United Kingdom
– – -1,110 Closed
Simplex Trading
54
Simplex Trading
Illinois
– – – –
CFGS
55
Concourse Financial Group Securities
Alabama
– – – –
1 2
3