SIGNATURE ESTATE & INVESTMENT ADVISORS LLC has opened a new $20.1M position in $EFG, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2024 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $EFG.
$EFG Hedge Fund Activity
We have seen 496 institutional investors add shares of $EFG stock to their portfolio, and 335 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LPL FINANCIAL LLC added 2,871,169 shares (+45.7%) to their portfolio in Q4 2024, for an estimated $278,015,294
- SAGEVIEW ADVISORY GROUP, LLC removed 2,788,471 shares (-100.0%) from their portfolio in Q3 2024, for an estimated $300,178,903
- ENVESTNET ASSET MANAGEMENT INC removed 1,432,616 shares (-5.4%) from their portfolio in Q3 2024, for an estimated $154,221,112
- JONES FINANCIAL COMPANIES LLLP removed 956,560 shares (-12.4%) from their portfolio in Q4 2024, for an estimated $92,623,704
- JANE STREET GROUP, LLC added 830,957 shares (+18989.0%) to their portfolio in Q3 2024, for an estimated $89,452,521
- DYNASTY WEALTH MANAGEMENT, LLC added 805,360 shares (+inf%) to their portfolio in Q4 2024, for an estimated $77,983,008
- BLACKROCK, INC. added 778,059 shares (+33.2%) to their portfolio in Q4 2024, for an estimated $75,339,452
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $EFG ticker page for more data.
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