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FSZ Holdings Changes image
This page summarizes the FSZ holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether FSZ is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2023
 Share Count 
12/31/2023
 Share Count 
Change% Change
13F Filers Increasing FSZ Share Count
JPMorgan Chase & Co. 40 116 +76 +190.00%
Transamerica Financial Advisors Inc. 5,612 15,148 +9,536 +169.92%
UBS Group AG 125 328 +203 +162.40%
Wells Fargo & Company MN 38,631 41,025 +2,394 +6.20%
13F Filers Reporting New Positions In FSZ
Proequities Inc. 0 0 UNCH 100%
Goldman Sachs Group Inc. 0 8,555 +8,555 +100%
OLD Mission Capital LLC 0 4,074 +4,074 +100%
Advisory Services Network LLC 0 833 +833 +100%
International Assets Investment Management LLC 0 32,782 +32,782 +100%
Green Harvest Asset Management LLC 0 9,507 +9,507 +100%
Syon Capital LLC 0 30,389 +30,389 +100%
13F Filers With Unchanged Share Count
Royal Bank of Canada 325 325 UNCH 0.00%
HighTower Advisors LLC 5,820 5,820 UNCH 0.00%
Advisor Group Holdings Inc. 2,807 2,807 UNCH 0.00%
MTM Investment Management LLC 1,866 1,866 UNCH 0.00%
13F Filers Decreasing FSZ Share Count
Cyndeo Wealth Partners LLC 42,176 8,391 -33,785 -80.10%
Comerica Bank 307 76 -231 -75.24%
Jane Street Group LLC 55,892 32,832 -23,060 -41.26%
Morgan Stanley 186,816 115,218 -71,598 -38.33%
First Trust Advisors LP 771,400 623,385 -148,015 -19.19%
Benjamin F. Edwards & Company Inc. 38,581 33,644 -4,937 -12.80%
Cottonwood Capital Advisors LLC 19,705 18,842 -863 -4.38%
LPL Financial LLC 6,074 5,945 -129 -2.12%
Raymond James & Associates 5,334 5,294 -40 -0.75%
Stifel Financial Corp 11,137 11,121 -16 -0.14%
Vontobel Holding Ltd. 111,950 111,903 -47 -0.04%
13F Filers Exiting FSZ
Foundations Investment Advisors LLC 4,208 0 -4,208 -100.00%
Tower Research Capital LLC TRC 235 0 -235 -100.00%
Susquehanna International Group LLP 15,122 0 -15,122 -100.00%
Citadel Advisors LLC 11,007 0 -11,007 -100.00%

See Summary: Institutional Holders of FSZ
See Details: Top 10 Hedge Funds Holding FSZ

FSZ Holdings Changes | www.HoldingsChannel.com

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