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Zurn Elkay Water Solutions
ZWS

Overview Fund Activity

277 hedge funds and large institutions have $4.27B invested in Zurn Elkay Water Solutions in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 79 increasing their positions, 88 reducing their positions, and 29 closing their positions.

Holders
277
Holders Change
+45
Holders Change %
+19.4%
% of All Funds
4.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
75
Increased
79
Reduced
88
Closed
29
Calls
$3.44M
Puts
$2.39M
Net Calls
+$1.05M
Net Calls Change
-$1.71M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$362M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Wells Fargo
3
Wells Fargo
California
$68M
4
RJA
4
Raymond James & Associates
Florida
$36.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$202M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$521K
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
TCM
4
TimesSquare Capital Management
New York
$0
5
Macquarie Group
5
Macquarie Group
Australia
$151M
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
176
Orion Portfolio Solutions
Nebraska
$425K 15,151 +76 +0.5%
HWMA
177
Heritage Wealth Management (Arizona)
Arizona
$400K 13,611 +13,611 New
WI
178
WrapManager Inc
California
$366K 12,442 -3,498 -22%
PCM
179
Prelude Capital Management
New York
$359K 12,203 +12,203 New
OR
180
Olympiad Research
Connecticut
$359K 12,203 +12,203 New
Corient Private Wealth
181
Corient Private Wealth
Florida
$343K 11,679 +11,679 New
TCM
182
Teza Capital Management
Illinois
$324K 11,024 +11,024 New
CAN
183
Cetera Advisor Networks
California
$306K 10,416 +10,416 New
KAS
184
Kestra Advisory Services
Texas
$302K 10,265 +10,265 New
HF
185
HRT Financial
New York
$298K 10,157 -31,031 -75%
AWM
186
Axxcess Wealth Management
California
$278K 9,454 +9,454 New
IWM
187
IHT Wealth Management
Illinois
$275K 9,348 +2,095 +29%
Mackenzie Financial
188
Mackenzie Financial
Ontario, Canada
$273K 9,292 – –
EWA
189
EverSource Wealth Advisors
Alabama
$273K 9,269 +9,269 New
Pathstone Holdings
190
Pathstone Holdings
New Jersey
$270K 9,194 +9,194 New
EM
191
ELCO Management
New York
$270K 9,187 -414 -4%
Fidelity Investments
192
Fidelity Investments
Massachusetts
$264K 8,975 +822 +10%
X
193
Xponance
Pennsylvania
$263K 8,959 +172 +2%
NC
194
NinePointTwo Capital
California
$262K 8,930 – –
TI
195
Tidal Investments
Wisconsin
$258K 8,772 +8,772 New
Creative Planning
196
Creative Planning
Kansas
$251K 8,547 +8,547 New
MLICM
197
Metropolitan Life Insurance Company (MetLife)
New York
$251K 8,520 – –
VA
198
Vident Advisory
Georgia
$244K 8,288 -917 -10%
SPA
199
Sherbrooke Park Advisers
New York
$237K 8,052 +8,052 New
SCI
200
S&CO Inc
Massachusetts
$235K 8,000 – –
6 7
8
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