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This page summarizes the MCH holdings changes quarter over quarter among those 13F filers that have reported for
the 9/30/2023 period, comparing share count change from 6/30/2023 to 9/30/2023.
Share count is compared over these two periods to provide an indication of whether MCH 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 | 6/30/2023
Share Count | 9/30/2023
Share Count | Change | % Change |
|---|
| 13F Filers Increasing MCH Share Count |
|---|
| UBS Group AG |
121 |
1,582 |
+1,461 |
+1207.44% |
| Bank of America Corp DE |
156 |
1,110 |
+954 |
+611.54% |
| Kelman Lazarov Inc. |
118,996 |
199,376 |
+80,380 |
+67.55% |
| WealthPLAN Partners LLC |
141,701 |
146,686 |
+4,985 |
+3.52% |
| Altfest L J & Co. Inc. |
627,366 |
639,925 |
+12,559 |
+2.00% |
| 13F Filers Reporting New Positions In MCH |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| MML Investors Services LLC |
0 |
23,000 |
+23,000 |
+100% |
| WealthPlan Investment Management LLC |
0 |
146,686 |
+146,686 |
+100% |
| 13F Filers Decreasing MCH Share Count |
|---|
| Jane Street Group LLC |
111,726 |
17,781 |
-93,945 |
-84.09% |
| OLD Mission Capital LLC |
22,553 |
14,596 |
-7,957 |
-35.28% |
| IFP Advisors Inc |
65,352 |
61,452 |
-3,900 |
-5.97% |
| Choate Investment Advisors |
57,685 |
57,010 |
-675 |
-1.17% |
| 13F Filers Exiting MCH |
|---|
| Citadel Advisors LLC |
10,618 |
0 |
-10,618 |
-100.00% |
| Bank of Montreal Can |
13,708 |
0 |
-13,708 |
-100.00% |
See Summary: Institutional Holders of MCH
See Details: Top 10 Hedge Funds Holding MCH
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