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Among the 5 tracked institutional investors we monitor, WHG (WESTWOOD HLDGS GROUP INC) is held with a combined value of $22.49M across 1,347,046 shares. The largest holder is BlackRock, Inc. with a position worth $8.39M (0.00% of their portfolio). VANGUARD GROUP INC opened a new position in the most recent quarter. 1 fund increased its holdings. 3 funds reduced their position.
Total Institutional Value
$22.49M
Total Shares Held
1,347,046
Institutional Holders
5
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $8.39M | 0.00% | -0.6% |
| 2 | VANGUARD GROUP INC | $6.86M | 0.00% | New |
| 3 | RENAISSANCE TECHNOLOGIES LLC | $5.78M | 0.01% | -6.1% |
| 4 | STATE STREET CORP | $1.47M | 0.00% | +1.9% |
| 5 | FMR LLC | $1.86K | 0.00% | -35.4% |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of WHG with a position worth $8.39M, representing 0.00% of their portfolio. In total, 5 institutional investors hold WHG with a combined value of $22.49M.
In the most recent quarter, 1 fund opened a new position in WHG. Additionally, 1 increased their holdings and 3 reduced their positions.
Institutional investors hold $22.49M worth of WHG stock across 5 positions. The largest institutional holder is BlackRock, Inc. with $8.39M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For WHG, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their WHG positions.