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White Mountains Insurance

271 hedge funds and large institutions have $3.4B invested in White Mountains Insurance in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 82 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+13
Holders Change %
+5.04%
% of All Funds
4.32%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
32
Increased
82
Reduced
82
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
176
Private Advisor Group
New Jersey
$325K +$5.98K +4 +2%
ET
177
Equitable Trust
Tennessee
$323K
OWA
178
Opal Wealth Advisors
New York
$323K +$37.4K +25 +13%
PFO
179
Pathstone Family Office
New Jersey
$319K +$319K +213 New
TSS
180
Two Sigma Securities
New York
$310K -$89.7K -60 -22%
OWA
181
One Wealth Advisors
California
$308K -$8.97K -6 -3%
Principal Financial Group
182
Principal Financial Group
Iowa
$305K +$31.4K +21 +11%
COI
183
Connable Office Inc
Michigan
$302K -$20.9K -14 -6%
EWM
184
Evercore Wealth Management
New York
$299K
NRS
185
Neville Rodie & Shaw
New York
$299K
FNFDCM
186
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$298K
Walleye Capital
187
Walleye Capital
New York
$295K +$295K +197 New
VPIM
188
Vanguard Personalized Indexing Management
California
$293K -$34.4K -23 -11%
SFA
189
Sequoia Financial Advisors
Ohio
$293K
WA
190
Wealthstar Advisors
Texas
$287K +$287K +192 New
Prudential Financial
191
Prudential Financial
New Jersey
$284K +$37.4K +25 +15%
CAN
192
Cetera Advisor Networks
California
$280K +$280K +187 New
Envestnet Portfolio Solutions
193
Envestnet Portfolio Solutions
Illinois
$271K +$271K +181 New
PA
194
Pinnacle Associates
New York
$271K
GT
195
Glenview Trust
Kentucky
$266K
Wealth Enhancement Advisory Services
196
Wealth Enhancement Advisory Services
Minnesota
$265K +$265K +177 New
HighTower Advisors
197
HighTower Advisors
Illinois
$263K -$124K -85 -32%
SWM
198
Sendero Wealth Management
Texas
$257K +$40.4K +27 +19%
AAP
199
Arax Advisory Partners
Colorado
$256K +$36K +24 +16%
CIM
200
Contravisory Investment Management
Massachusetts
$250K +$2.99K +2 +1%