SEC Filing Articles

Ropes Wealth Advisors LLC Grows Holdings in Microsoft Co. (MSFT)

Ropes Wealth Advisors LLC boosted its stake in shares of Microsoft Co. (NASDAQ:MSFT) by 0.9% during the second quarter, Holdings Channel reports. The institutional investor owned 132,025 shares of the software giant’s stock after purchasing an additional 1,235 shares during the quarter. Microsoft accounts for 3.5% of Ropes Wealth Advisors LLC’s investment portfolio, making the […]

Enbridge Inc (ENB) Stake Increased by Marshall Wace North America L.P.

Marshall Wace North America L.P. grew its holdings in Enbridge Inc (NYSE:ENB) (TSE:ENB) by 80.7% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 309,136 shares of the pipeline company’s stock after buying an additional 138,090 shares during the quarter. Marshall Wace North America L.P.’s holdings in Enbridge were worth $9,972,000 at the end […]

115,079 Shares in Amphenol Co. (APH) Purchased by Marshall Wace North America L.P.

Marshall Wace North America L.P. bought a new position in shares of Amphenol Co. (NYSE:APH) in the third quarter, according to the company in its most recent filing with the SEC. The firm bought 115,079 shares of the electronics maker’s stock, valued at approximately $10,820,000. Other institutional investors have also recently made changes to their […]

Cheniere Energy, Inc. (LNG) Shares Sold by Renaissance Technologies LLC

Renaissance Technologies LLC trimmed its position in Cheniere Energy, Inc. (NYSEAMERICAN:LNG) by 3.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,601,048 shares of the energy company’s stock after selling 48,752 shares during the quarter. Renaissance Technologies LLC owned about 0.62% […]

Renaissance Technologies LLC Has $107.25 Million Position in Lancaster Colony Corp. (LANC)

Renaissance Technologies LLC trimmed its position in Lancaster Colony Corp. (NASDAQ:LANC) by 2.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 718,762 shares of the company’s stock after selling 19,638 shares during the quarter. Renaissance Technologies LLC owned 2.61% […]

Marshall Wace LLP Invests $15.78 Million in First Citizens BancShares Inc. (FCNCA) Stock

Marshall Wace LLP purchased a new stake in shares of First Citizens BancShares Inc. (NASDAQ:FCNCA) in the third quarter, according to the company in its most recent filing with the SEC. The fund purchased 34,893 shares of the bank’s stock, valued at approximately $15,781,000. Other hedge funds also recently added to or reduced their stakes […]

Marshall Wace North America L.P. Has $12.06 Million Position in PerkinElmer, Inc. (PKI)

Marshall Wace North America L.P. increased its position in shares of PerkinElmer, Inc. (NYSE:PKI) by 1,663.2% during the third quarter, Holdings Channel reports. The fund owned 123,935 shares of the medical research company’s stock after acquiring an additional 116,906 shares during the quarter. Marshall Wace North America L.P.’s holdings in PerkinElmer were worth $12,055,000 at […]

259,282 Shares in Dave & Buster’s Entertainment Inc (PLAY) Acquired by Marshall Wace LLP

Marshall Wace LLP bought a new position in shares of Dave & Buster’s Entertainment Inc (NASDAQ:PLAY) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 259,282 shares of the restaurant operator’s stock, valued at approximately $17,170,000. Other hedge funds also recently […]

Marshall Wace LLP Has $18.38 Million Position in Sociedad Quimica y Minera de Chile (SQM)

Marshall Wace LLP increased its stake in shares of Sociedad Quimica y Minera de Chile (NYSE:SQM) by 650.2% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 401,998 shares of the basic materials company’s stock after acquiring an additional 348,412 shares during the period. Marshall Wace LLP’s holdings in Sociedad Quimica y Minera de […]

Marshall Wace LLP Has $19.50 Million Stake in Progress Software Corp (PRGS)

Marshall Wace LLP lifted its position in Progress Software Corp (NASDAQ:PRGS) by 116.6% in the 3rd quarter, Holdings Channel reports. The fund owned 552,418 shares of the software maker’s stock after acquiring an additional 297,418 shares during the period. Marshall Wace LLP’s holdings in Progress Software were worth $19,495,000 at the end of the most […]

Great Lakes Advisors LLC Sells 2,615 Shares of Newfield Exploration Co. (NFX)

Great Lakes Advisors LLC cut its stake in shares of Newfield Exploration Co. (NYSE:NFX) by 15.1% during the 3rd quarter, HoldingsChannel reports. The fund owned 14,718 shares of the energy company’s stock after selling 2,615 shares during the period. Great Lakes Advisors LLC’s holdings in Newfield Exploration were worth $424,000 as of its most recent […]

Humana Inc (HUM) Shares Sold by Great Lakes Advisors LLC

Great Lakes Advisors LLC decreased its stake in shares of Humana Inc (NYSE:HUM) by 9.6% during the third quarter, HoldingsChannel.com reports. The firm owned 1,430 shares of the insurance provider’s stock after selling 151 shares during the quarter. Great Lakes Advisors LLC’s holdings in Humana were worth $484,000 as of its most recent filing with […]

Great Lakes Advisors LLC Buys Shares of 7,545 Vanguard Financials ETF (VFH)

Great Lakes Advisors LLC bought a new position in Vanguard Financials ETF (NYSEARCA:VFH) during the 3rd quarter, HoldingsChannel reports. The fund bought 7,545 shares of the company’s stock, valued at approximately $523,000. A number of other hedge funds have also recently modified their holdings of VFH. Belpointe Asset Management LLC increased its holdings in shares […]

Tocqueville Asset Management L.P. Sells 53,145 Shares of Kinder Morgan Inc (KMI)

Tocqueville Asset Management L.P. lowered its holdings in shares of Kinder Morgan Inc (NYSE:KMI) by 14.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 308,986 shares of the pipeline company’s stock after selling 53,145 shares during the quarter. Tocqueville Asset Management L.P.’s holdings […]

WEALTHFRONT Corp Decreases Position in Range Resources Corp. (RRC)

WEALTHFRONT Corp trimmed its holdings in shares of Range Resources Corp. (NYSE:RRC) by 30.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 33,674 shares of the oil and gas exploration company’s stock after selling 14,485 shares during the period. WEALTHFRONT Corp’s […]

New Mountain Finance Corp. (NMFC) Stake Raised by Wedbush Securities Inc.

Wedbush Securities Inc. grew its stake in New Mountain Finance Corp. (NYSE:NMFC) by 37.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 28,650 shares of the investment management company’s stock after purchasing an additional 7,875 shares during the quarter. Wedbush Securities Inc.’s […]

18,106 Shares in Gladstone Commercial Co. (GOOD) Acquired by Wedbush Securities Inc.

Wedbush Securities Inc. purchased a new position in Gladstone Commercial Co. (NASDAQ:GOOD) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 18,106 shares of the real estate investment trust’s stock, valued at approximately $347,000. Wedbush Securities Inc. owned approximately 0.06% of Gladstone Commercial […]

Centurylink Inc (CTL) Holdings Cut by Tocqueville Asset Management L.P.

Tocqueville Asset Management L.P. trimmed its holdings in shares of Centurylink Inc (NYSE:CTL) by 3.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 206,380 shares of the technology company’s stock after selling 8,291 shares during the period. Tocqueville Asset Management L.P.’s holdings in […]

Dorchester Minerals LP (DMLP) Holdings Boosted by Wexford Capital LP

Wexford Capital LP grew its holdings in shares of Dorchester Minerals LP (NASDAQ:DMLP) by 147.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 161,439 shares of the energy company’s stock after purchasing an additional 96,242 shares during the period. Wexford Capital LP owned […]

Sphera Funds Management LTD. Takes Position in BENITEC BIOPHAR/S (BNTC)

Sphera Funds Management LTD. acquired a new position in shares of BENITEC BIOPHAR/S (NASDAQ:BNTC) in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 120,000 shares of the biotechnology company’s stock, valued at approximately $294,000. Sphera Funds Management LTD. owned about 1.09% of BENITEC BIOPHAR/S at the […]

Tocqueville Asset Management L.P. Trims Holdings in General Motors (GM)

Tocqueville Asset Management L.P. decreased its position in General Motors (NYSE:GM) (TSE:GMM.U) by 2.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 109,299 shares of the auto manufacturer’s stock after selling 2,385 shares during the quarter. Tocqueville Asset Management L.P.’s […]

Plains GP Holdings LP (PAGP) Shares Sold by Tocqueville Asset Management L.P.

Tocqueville Asset Management L.P. lowered its position in shares of Plains GP Holdings LP (NYSE:PAGP) by 15.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 195,440 shares of the pipeline company’s stock after selling 34,883 shares during the quarter. Tocqueville Asset […]

Nordic American Tanker Ltd (NAT) Stake Increased by Greylin Investment Mangement Inc.

Greylin Investment Mangement Inc. lifted its stake in shares of Nordic American Tanker Ltd (NYSE:NAT) by 3.9% in the 3rd quarter, HoldingsChannel reports. The fund owned 1,720,945 shares of the shipping company’s stock after acquiring an additional 64,050 shares during the period. Nordic American Tanker makes up about 0.8% of Greylin Investment Mangement Inc.’s holdings, […]

Great Lakes Advisors LLC Invests $559,000 in Yum! Brands, Inc. (YUM)

Great Lakes Advisors LLC bought a new position in Yum! Brands, Inc. (NYSE:YUM) during the 3rd quarter, HoldingsChannel reports. The fund bought 6,151 shares of the restaurant operator’s stock, valued at approximately $559,000. Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Franklin Street Advisors Inc. NC […]

United Therapeutics Co. (UTHR) Holdings Cut by Krensavage Asset Management LLC

Krensavage Asset Management LLC cut its stake in shares of United Therapeutics Co. (NASDAQ:UTHR) by 11.9% in the 3rd quarter, Holdings Channel reports. The fund owned 486,103 shares of the biotechnology company’s stock after selling 65,916 shares during the quarter. United Therapeutics makes up 16.0% of Krensavage Asset Management LLC’s investment portfolio, making the stock […]

Greylin Investment Mangement Inc. Lowers Position in BP plc (BP)

Greylin Investment Mangement Inc. reduced its holdings in shares of BP plc (NYSE:BP) by 1.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 455,835 shares of the oil and gas exploration company’s stock after selling 7,375 shares during the […]

Great Lakes Advisors LLC Buys 1,292 Shares of Comcast Co. (CMCSA)

Great Lakes Advisors LLC increased its stake in shares of Comcast Co. (NASDAQ:CMCSA) by 1.6% in the third quarter, Holdings Channel reports. The institutional investor owned 80,671 shares of the cable giant’s stock after acquiring an additional 1,292 shares during the period. Great Lakes Advisors LLC’s holdings in Comcast were worth $2,857,000 as of its […]

Manatuck Hill Partners LLC Has $2.02 Million Stake in iShares Silver Trust (SLV)

Manatuck Hill Partners LLC lessened its stake in shares of iShares Silver Trust (NYSEARCA:SLV) by 36.9% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 150,000 shares of the exchange traded fund’s stock after selling 87,800 shares during the quarter. Manatuck Hill Partners LLC’s holdings in iShares Silver Trust were worth $2,023,000 at the end […]

Genworth Financial Inc (GNW) Shares Bought by Litespeed Management L.L.C.

Litespeed Management L.L.C. lifted its position in Genworth Financial Inc (NYSE:GNW) by 62.9% in the 3rd quarter, HoldingsChannel reports. The fund owned 651,631 shares of the financial services provider’s stock after buying an additional 251,676 shares during the period. Genworth Financial accounts for 2.8% of Litespeed Management L.L.C.’s portfolio, making the stock its 11th biggest […]

Viad Corp (VVI) Shares Bought by Manatuck Hill Partners LLC

Manatuck Hill Partners LLC grew its position in Viad Corp (NYSE:VVI) by 19.7% in the third quarter, Holdings Channel reports. The fund owned 121,500 shares of the business services provider’s stock after buying an additional 20,000 shares during the quarter. Viad comprises 2.7% of Manatuck Hill Partners LLC’s portfolio, making the stock its 12th biggest […]

EPAM Systems Inc (EPAM) Position Lowered by Highland Capital Management LP

Highland Capital Management LP decreased its holdings in EPAM Systems Inc (NYSE:EPAM) by 68.2% during the 3rd quarter, HoldingsChannel reports. The fund owned 22,800 shares of the information technology services provider’s stock after selling 48,800 shares during the quarter. Highland Capital Management LP’s holdings in EPAM Systems were worth $3,140,000 as of its most recent […]

Quorum Health Corp (QHC) Stake Lowered by Highland Capital Management LP

Highland Capital Management LP lowered its holdings in Quorum Health Corp (NYSE:QHC) by 43.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 629,356 shares of the company’s stock after selling 479,491 shares during the period. Highland Capital Management LP’s […]

Highland Capital Management LP Purchases New Position in Etsy Inc (ETSY)

Highland Capital Management LP purchased a new position in shares of Etsy Inc (NASDAQ:ETSY) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 87,500 shares of the specialty retailer’s stock, valued at approximately $4,496,000. Other large investors have also recently added […]

NWQ Investment Management Company LLC Boosts Position in Apogee Enterprises Inc (APOG)

NWQ Investment Management Company LLC boosted its stake in Apogee Enterprises Inc (NASDAQ:APOG) by 17.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 729,269 shares of the industrial products company’s stock after acquiring an additional 106,335 shares during the quarter. NWQ Investment […]

Highland Capital Management LP Raises Position in Surgery Partners Inc (SGRY)

Highland Capital Management LP increased its position in shares of Surgery Partners Inc (NASDAQ:SGRY) by 33.5% in the 3rd quarter, HoldingsChannel reports. The firm owned 432,000 shares of the company’s stock after purchasing an additional 108,300 shares during the period. Highland Capital Management LP’s holdings in Surgery Partners were worth $7,128,000 at the end of […]

Texas Capital Bancshares Inc (TCBI) Shares Bought by NWQ Investment Management Company LLC

NWQ Investment Management Company LLC boosted its position in Texas Capital Bancshares Inc (NASDAQ:TCBI) by 33.1% in the third quarter, HoldingsChannel.com reports. The firm owned 346,180 shares of the bank’s stock after purchasing an additional 86,050 shares during the quarter. NWQ Investment Management Company LLC’s holdings in Texas Capital Bancshares were worth $22,941,000 at the […]

LivaNova PLC (LIVN) Shares Sold by NWQ Investment Management Company LLC

NWQ Investment Management Company LLC trimmed its stake in shares of LivaNova PLC (NASDAQ:LIVN) by 17.7% in the third quarter, HoldingsChannel reports. The firm owned 320,323 shares of the company’s stock after selling 68,939 shares during the quarter. NWQ Investment Management Company LLC’s holdings in LivaNova were worth $36,635,000 at the end of the most […]

Vanguard Long-Term Bond ETF (BLV) Position Raised by LPL Financial LLC

LPL Financial LLC increased its position in shares of Vanguard Long-Term Bond ETF (NYSEARCA:BLV) by 1.2% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 881,826 shares of the company’s stock after purchasing an additional 10,884 shares during the quarter. LPL Financial LLC […]

Flow Traders U.S. LLC Invests $955,000 in Invesco DWA Technology Momentum ETF (PTF) Stock

Flow Traders U.S. LLC bought a new position in Invesco DWA Technology Momentum ETF (NASDAQ:PTF) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 14,458 shares of the company’s stock, valued at approximately $955,000. Other institutional investors have also recently modified their holdings of the […]

Vanguard Real Estate ETF (VNQ) Position Boosted by LPL Financial LLC

LPL Financial LLC lifted its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 8.9% in the 3rd quarter, HoldingsChannel reports. The firm owned 1,730,637 shares of the exchange traded fund’s stock after purchasing an additional 141,015 shares during the quarter. LPL Financial LLC’s holdings in Vanguard Real Estate ETF were worth $139,628,000 at the end […]