 |
|
|
This page summarizes the KVYO holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether KVYO 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).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing KVYO Share Count |
|---|
| Bank of New York Mellon Corp |
22,992 |
355,155 |
+332,163 |
+1444.69% |
| New York State Common Retirement Fund |
5,485 |
25,089 |
+19,604 |
+357.41% |
| Glynn Capital Management LLC |
291,155 |
1,139,307 |
+848,152 |
+291.31% |
| Salem Investment Counselors Inc. |
900 |
2,350 |
+1,450 |
+161.11% |
| Moody National Bank Trust Division |
8,323 |
15,639 |
+7,316 |
+87.90% |
| Quantbot Technologies LP |
29,773 |
54,424 |
+24,651 |
+82.80% |
| Susquehanna International Group LLP |
91,954 |
157,057 |
+65,103 |
+70.80% |
| CWM LLC |
369 |
565 |
+196 |
+53.12% |
| Capstone Investment Advisors LLC |
125,072 |
146,368 |
+21,296 |
+17.03% |
| Simplex Trading LLC |
17,959 |
19,646 |
+1,687 |
+9.39% |
| Renaissance Capital LLC |
12,291 |
12,658 |
+367 |
+2.99% |
| 13F Filers Reporting New Positions In KVYO |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Cabot Wealth Management Inc. |
0 |
45,044 |
+45,044 |
+100% |
| Smithfield Trust Co. |
0 |
103 |
+103 |
+100% |
| Raymond James & Associates |
0 |
29,654 |
+29,654 |
+100% |
| Marino Stram & Associates LLC |
0 |
43,868 |
+43,868 |
+100% |
| Zurcher Kantonalbank Zurich Cantonalbank |
0 |
1,735 |
+1,735 |
+100% |
| Cambridge Investment Research Advisors Inc. |
0 |
25,167 |
+25,167 |
+100% |
| Legato Capital Management LLC |
0 |
12,076 |
+12,076 |
+100% |
| HighTower Advisors LLC |
0 |
439,338 |
+439,338 |
+100% |
| Arizona State Retirement System |
0 |
9,709 |
+9,709 |
+100% |
| Headlands Technologies LLC |
0 |
826 |
+826 |
+100% |
| Swiss National Bank |
0 |
69,700 |
+69,700 |
+100% |
| Dakota Wealth Management |
0 |
63,256 |
+63,256 |
+100% |
| Sontag Advisory LLC |
0 |
14,285 |
+14,285 |
+100% |
| Gryphon Financial Partners LLC |
0 |
35,714 |
+35,714 |
+100% |
| Claro Advisors LLC |
0 |
922,680 |
+922,680 |
+100% |
| Mayflower Financial Advisors LLC |
0 |
243,448 |
+243,448 |
+100% |
| Activest Wealth Management |
0 |
0 |
UNCH |
100% |
| Strengthening Families & Communities LLC |
0 |
0 |
UNCH |
100% |
| 13F Filers Decreasing KVYO Share Count |
|---|
| Rakuten Securities Inc. |
12,391 |
5,236 |
-7,155 |
-57.74% |
| 13F Filers Exiting KVYO |
|---|
| Icapital Wealth LLC |
63,117 |
0 |
-63,117 |
-100.00% |
| Seven Grand Managers LLC |
50,000 |
0 |
-50,000 |
-100.00% |
| Caas Capital Management LP |
28,037 |
0 |
-28,037 |
-100.00% |
| Cutler Group LP |
1,236 |
0 |
-1,236 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
47,619 |
0 |
-47,619 |
-100.00% |
| Bourgeon Capital Management LLC |
150 |
0 |
-150 |
-100.00% |
See Summary: Institutional Holders of KVYO
See Details: Top 10 Hedge Funds Holding KVYO
|
|
