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HDMV Holdings Changes image
This page summarizes the HDMV 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 HDMV 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 HDMV Share Count
Avantax Advisory Services Inc. 11,612 26,694 +15,082 +129.88%
Jane Street Group LLC 32,865 60,940 +28,075 +85.43%
Atria Wealth Solutions Inc. 8,129 9,733 +1,604 +19.73%
Envestnet Portfolio Solutions Inc. 19,292 20,649 +1,357 +7.03%
Cetera Advisors LLC 17,539 18,573 +1,034 +5.90%
Raymond James & Associates 46,282 48,904 +2,622 +5.67%
Larson Financial Group LLC 136 137 +1 +0.74%
Advisor Group Holdings Inc. 64,276 64,596 +320 +0.50%
13F Filers Reporting New Positions In HDMV
Proequities Inc. 0 0 UNCH 100%
Principal Securities Inc. 0 10,776 +10,776 +100%
Susquehanna International Group LLP 0 17,944 +17,944 +100%
Flow Traders U.S. LLC 0 28,999 +28,999 +100%
International Assets Investment Management LLC 0 1,124 +1,124 +100%
Coppell Advisory Solutions LLC 0 67 +67 +100%
13F Filers With Unchanged Share Count
Wells Fargo & Company MN 1 1 UNCH 0.00%
Morgan Stanley 142 142 UNCH 0.00%
Comerica Bank 312 312 UNCH 0.00%
OLD Mission Capital LLC 33,509 33,509 UNCH 0.00%
Global Retirement Partners LLC 400 400 UNCH 0.00%
Geneos Wealth Management Inc. 419 419 UNCH 0.00%
13F Filers Decreasing HDMV Share Count
UBS Group AG 705 241 -464 -65.82%
Royal Bank of Canada 1,061 448 -613 -57.78%
Harbour Investments Inc. 20,502 12,440 -8,062 -39.32%
Horizon Investments LLC 87 56 -31 -35.63%
Citadel Advisors LLC 20,614 18,105 -2,509 -12.17%
Golden State Equity Partners 183,593 170,172 -13,421 -7.31%
LPL Financial LLC 148,219 138,159 -10,060 -6.79%
Gladstone Institutional Advisory LLC 13,704 12,869 -835 -6.09%
Moneywise Inc. 12,121 11,644 -477 -3.94%
Cetera Advisor Networks LLC 50,932 49,239 -1,693 -3.32%
Cambridge Investment Research Advisors Inc. 168,101 162,754 -5,347 -3.18%
Orion Portfolio Solutions LLC 42,974 41,689 -1,285 -2.99%
Cetera Investment Advisers 98,101 95,316 -2,785 -2.84%
Truist Financial Corp 10,100 9,841 -259 -2.56%
Envestnet Asset Management Inc. 199,012 194,937 -4,075 -2.05%
13F Filers Exiting HDMV
Cape Investment Advisory Inc. 392 0 -392 -100.00%
HBW Advisory Services LLC 1,658 0 -1,658 -100.00%
Sigma Planning Corp 98,648 0 -98,648 -100.00%
FMR LLC 1 0 -1 -100.00%

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

HDMV Holdings Changes | www.HoldingsChannel.com

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