Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing FOLD Share Count | ||||
Los Angeles Capital Management & Equity Research Inc. | 12,976 | 118,360 | +105,384 | +812.15% |
HealthInvest Partners AB | 48,710 | 252,307 | +203,597 | +417.98% |
China Universal Asset Management Co. Ltd. | 33,920 | 56,751 | +22,831 | +67.31% |
Candriam Luxembourg S.C.A. | 553,879 | 799,823 | +245,944 | +44.40% |
Principal Financial Group Inc. | 165,220 | 238,076 | +72,856 | +44.10% |
Duality Advisers LP | 26,763 | 37,555 | +10,792 | +40.32% |
Massmutual Trust Co. FSB ADV | 78 | 107 | +29 | +37.18% |
Huntington National Bank | 58 | 78 | +20 | +34.48% |
AlphaCentric Advisors LLC | 140,000 | 175,000 | +35,000 | +25.00% |
Peregrine Capital Management LLC | 605,348 | 733,549 | +128,201 | +21.18% |
Victory Capital Management Inc. | 1,752,687 | 1,928,842 | +176,155 | +10.05% |
DNB Asset Management AS | 24,836 | 27,018 | +2,182 | +8.79% |
Diversified Trust Co | 62,695 | 66,633 | +3,938 | +6.28% |
Park Avenue Securities LLC | 12,485 | 13,158 | +673 | +5.39% |
Parallel Advisors LLC | 5,875 | 6,166 | +291 | +4.95% |
Fiera Capital Corp | 5,061,644 | 5,222,329 | +160,685 | +3.17% |
CWM LLC | 1,699 | 1,752 | +53 | +3.12% |
Nisa Investment Advisors LLC | 7,642 | 7,842 | +200 | +2.62% |
Transcend Wealth Collective LLC | 309,978 | 310,322 | +344 | +0.11% |
Brown Advisory Inc. | 45,985 | 45,995 | +10 | +0.02% |
13F Filers Reporting New Positions In FOLD | ||||
Proequities Inc. | 0 | 0 | UNCH | 100% |
SG Americas Securities LLC | 0 | 24,668 | +24,668 | +100% |
Mesirow Financial Investment Management Inc. | 0 | 19,083 | +19,083 | +100% |
JFS Wealth Advisors LLC | 0 | 282 | +282 | +100% |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 0 | 2,700 | +2,700 | +100% |
Geneos Wealth Management Inc. | 0 | 65 | +65 | +100% |
Mesirow Institutional Investment Management Inc. | 0 | 31,599 | +31,599 | +100% |
nVerses Capital LLC | 0 | 5,600 | +5,600 | +100% |
13F Filers With Unchanged Share Count | ||||
Hazlett Burt & Watson Inc. | 1,000 | 1,000 | UNCH | 0.00% |
Caldwell Sutter Capital Inc. | 330 | 330 | UNCH | 0.00% |
Legato Capital Management LLC | 10,550 | 10,550 | UNCH | 0.00% |
DekaBank Deutsche Girozentrale | 217,700 | 217,700 | UNCH | 0.00% |
Daiwa Securities Group Inc. | 1,130 | 1,130 | UNCH | 0.00% |
NJ State Employees Deferred Compensation Plan | 17,000 | 17,000 | UNCH | 0.00% |
Allworth Financial LP | 174 | 174 | UNCH | 0.00% |
First Horizon Advisors Inc. | 3,373 | 3,373 | UNCH | 0.00% |
FinTrust Capital Advisors LLC | 147 | 147 | UNCH | 0.00% |
Versant Capital Management Inc | 28 | 28 | UNCH | 0.00% |
Global Retirement Partners LLC | 46 | 46 | UNCH | 0.00% |
Key Financial Inc | 100 | 100 | UNCH | 0.00% |
Rise Advisors LLC | 58 | 58 | UNCH | 0.00% |
Newbridge Financial Services Group Inc. | 100 | 100 | UNCH | 0.00% |
Park Place Capital Corp | 61 | 61 | UNCH | 0.00% |
Private Wealth Management Group LLC | 84 | 84 | UNCH | 0.00% |
13F Filers Decreasing FOLD Share Count | ||||
Simplex Trading LLC | 251,989 | 24,985 | -227,004 | -90.08% |
Amalgamated Bank | 40,285 | 9,867 | -30,418 | -75.51% |
Lindbrook Capital LLC | 141 | 40 | -101 | -71.63% |
Allspring Global Investments Holdings LLC | 52,617 | 17,180 | -35,437 | -67.35% |
Signaturefd LLC | 226 | 134 | -92 | -40.71% |
BNP Paribas Arbitrage SA | 923,045 | 588,635 | -334,410 | -36.23% |
State of New Jersey Common Pension Fund D | 236,532 | 202,330 | -34,202 | -14.46% |
GAMMA Investing LLC | 282 | 249 | -33 | -11.70% |
Fulton Bank N.A. | 11,429 | 10,257 | -1,172 | -10.25% |
Mirae Asset Global Investments Co. Ltd. | 229,604 | 211,885 | -17,719 | -7.72% |
Mutual of America Capital Management LLC | 217,859 | 201,491 | -16,368 | -7.51% |
Wedge Capital Management L L P NC | 223,918 | 207,485 | -16,433 | -7.34% |
Whittier Trust Co. of Nevada Inc. | 351 | 329 | -22 | -6.27% |
Rice Hall James & Associates LLC | 1,065,965 | 1,028,569 | -37,396 | -3.51% |
Zurcher Kantonalbank Zurich Cantonalbank | 48,674 | 47,553 | -1,121 | -2.30% |
Bank of New York Mellon Corp | 1,187,882 | 1,163,050 | -24,832 | -2.09% |
Van ECK Associates Corp | 4,657 | 4,564 | -93 | -2.00% |
Teacher Retirement System of Texas | 49,747 | 48,950 | -797 | -1.60% |
Grimes & Company Inc. | 24,368 | 24,223 | -145 | -0.60% |
13F Filers Exiting FOLD | ||||
Ronald Blue Trust Inc. | 240 | 0 | -240 | -100.00% |
Quantbot Technologies LP | 19,000 | 0 | -19,000 | -100.00% |
Calton & Associates Inc. | 10,011 | 0 | -10,011 | -100.00% |
See Summary: Institutional Holders of FOLD
See Details: Top 10 Hedge Funds Holding FOLD
Also See: FOLD Insider Buying