Blog Posts
In the constantly evolving world of finance, it is important to keep track of the changes in holdings of various funds. One such fund is the Mackenzie Financial Corp. In this blog post, we will be sum...
Summit Street Capital Management, LLC is a registered investment advisory firm that manages over $1 billion in assets. The firm was founded in 2011 and has offices in New York and Cleveland. In this b...
Thames Capital Management LLC is a well-respected investment firm that has built a reputation for excellence over the years. The firm recently released their Q3 2022 compared with Q4 2022 13F holdings...
NTV Asset Management LLC Q3 2022 vs. Q4 2022: 13F Holdings ComparisonNTV Asset Management LLC is a well-known investment management firm in the United States that caters to a wide range of clients. As...
NewSquare Capital LLC's 13F report for Q3 2022 vs. Q4 2022 highlights the changes in the holdings of the fund during the period. The report provides insights into the fund's investment strategy and th...
West Oak Capital, LLC is a seasoned and prominent investment firm whose core focus is on the creation, preservation, and growth of wealth. Each quarter, the firm, like other institutional investors, s...
Lumina Fund Management LLC Q3 2022 vs. Q4 2022 13F Holdings ComparisonLumina Fund Management LLC is a highly respected investment management firm that prides itself on delivering excellent results to...
Pension Partners, LLC Q2 2019 vs. Q3 2019 13F Holdings ComparisonPension Partners, LLC is one of the top investment firms in the United States today. As a trusted player in the market, it comes as no...
With each passing quarter, investment portfolios undergo a series of changes as investors either shift their priorities or completely overhaul their strategies. This is certainly true for Creative Pla...
Shore Capital Partners, a Chicago-based private equity firm focused on microcap investing, has announced its partnership with Container Services, a Kansas-based blow molder of plastic containers for t...
Q2 2022 vs. Q3 2022 13F Holdings Comparison of Opti Capital Management, LP. showcasing the changes in its portfolio of investments over the past quarter. The report highlights the changes in both the...
Abdiel Capital Advisors, LP manages a diverse portfolio of assets for its clients. In the second quarter of 2022, the firm made several changes to its 13F holdings, as compared to the third quarter of...
Willow Creek Capital Management, (AKA Willow Creek Capital Partners, L.P.) saw a significant change in its holdings in Q3 2022. The fund increased its holdings in several ETFs and decreased its holdin...
Amazon is similarly to Apple held in their portfolio by close to one third of all the funds filing quarterly 13F reports. As of this writing the market cap of Amazon is eight hundred seventy...
As i wrote few weeks ago, the bulls are vastly outnumbered when it comes to Tesla. Those 7 funds that were bullish on the stock must be doing a dance right about now, where is the short sellers must b...
According to the most recent 13F reports one third of all the funds filing quarterly 13F reports have some Apple stock in their portfolio. As of this writing the market cap of Apple is 1.04 trillion,...
We have recently started analyzing the 13F filings for the hedge funds in our database. And few things stood out to us. We decided to start our blog section by reviewing the most shorted stocks.
Pu...