Riding the Wave of Change: Cowen Prime Services LLC Q1 2021 vs. Q2 2021 13F Holdings

Cowen Prime Services LLC recently released its Q1 2021 vs. Q2 2021 13F Holdings Comparison and the changes in holdings are nothing short of impressive. The securities firm added a total of 13 new stocks to their portfolio and increased their holdings in 30 existing stocks. In this article, we'll go over some of the prominent changes made to Cowen Prime Services LLC's portfolio and what they mean for investors.

One of the biggest changes that Cowen Prime Services LLC made was to increase their holdings in Quotient Technology Inc. (QUOT) by 33.2%. Cowen now owns over 2.9 million shares of QUOT with a value of $31,626, which could indicate that they believe in the stock's potential for growth.

Another significant change was in their holdings of Vonage Holdings Corp. (VG), where Cowen reduced their holdings by 16.5% to 946,200 shares. However, the value of their holdings increased by 16.5%, indicating that Cowen may still consider VG a stable investment.

In terms of new holdings, Cowen added 171,6328 shares of PDF Solutions Inc. (PDFS) and 3,850,600 shares of Inovalon Holdings Inc. (INOV) to their portfolio. PDF Solutions provides software solutions for semiconductor manufacturers, and Inovalon provides advanced cloud-based platforms for healthcare data analytics. These additions show that Cowen Prime Services is expanding its focus on technology and healthcare.

Aside from technology and healthcare, Franchise Group Inc. (FRG) and KKR & Co. (KKR) were also added to Cowen's portfolio. Franchise Group is a holding company that specializes in franchising, while KKR & Co is a private equity firm. These additions show that Cowen is looking to diversify its portfolio.

On the other hand, Cowen Prime Services LLC reduced its holdings in Aspen Aerogels Inc. (ASPN) by 73.4% and Recro Pharma Inc. (SCTI) by 386.1%. These reductions could be attributed to Cowen's strategy of cutting losses and reassessing their investments.

Overall, Cowen Prime Services LLC's Q1 2021 vs. Q2 2021 13F Holdings Comparison shows that the firm is actively seeking new opportunities and diversifying its portfolio. Cowen's focus on technology and healthcare indicates its long-term investment strategy with the potential for growth in these sectors. Additionally, the reduction in holdings in certain stocks shows that the company is not afraid to cut its losses and reassess its investments.