Altrafin AG purchased a new position in shares of Salesforce Inc. (NYSE:CRM – Free Report) in the 4th quarter, HoldingsChannel reports. The firm purchased 13,381 shares of the CRM provider’s stock, valued at approximately $3,545,000. Salesforce accounts for about 1.1% of Altrafin AG’s portfolio, making the stock its 22nd biggest holding. Other hedge funds have […]

Arkos Global Advisors lessened its holdings in Visa Inc. (NYSE:V – Free Report) by 70.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 644 shares of the credit-card processor’s stock after selling 1,562 shares during the period. Arkos Global Advisors’ holdings in […]

K2 Principal Fund L.P. decreased its holdings in shares of Teradyne, Inc. (NASDAQ:TER – Free Report) by 69.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,664 shares of the company’s stock after selling 8,336 shares during the period. K2 Principal Fund L.P.’s holdings in […]

Bollard Group LLC cut its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 7.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 284,657 shares of the retailer’s stock after selling 22,727 shares during the quarter. Walmart makes up 0.8% of Bollard […]

Arkos Global Advisors lowered its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 44.8% in the fourth quarter, Holdings Channel reports. The firm owned 6,804 shares of the e-commerce giant’s stock after selling 5,526 shares during the period. Arkos Global Advisors’ holdings in Amazon.com were worth $1,570,000 at the end of the most recent reporting […]

KCM Investment Advisors LLC lessened its holdings in Walmart Inc. (NASDAQ:WMT – Free Report) by 1.2% in the fourth quarter, HoldingsChannel reports. The fund owned 564,680 shares of the retailer’s stock after selling 6,764 shares during the period. Walmart accounts for 2.0% of KCM Investment Advisors LLC’s portfolio, making the stock its 9th largest position. […]

Dockside LLC acquired a new stake in Oracle Corporation (NYSE:ORCL – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 8,816 shares of the enterprise software provider’s stock, valued at approximately $1,718,000. A number of other institutional investors have […]

LRT Capital Management LLC decreased its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 64.4% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 799 shares of the semiconductor manufacturer’s stock after selling 1,445 shares during the period. LRT Capital Management LLC’s holdings in Broadcom were worth […]

NFJ Investment Group LLC grew its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 29.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 181,699 shares of the CRM provider’s stock after acquiring an additional 40,836 shares during the quarter. Salesforce […]

Atlas Capital Advisors Inc. purchased a new stake in Walmart Inc. (NASDAQ:WMT – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 14,861 shares of the retailer’s stock, valued at approximately $1,656,000. A number of other large investors have also made changes to […]

NFJ Investment Group LLC decreased its position in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 30.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 35,899 shares of the software maker’s stock after selling 15,835 shares during […]

Clear Street Group Inc. lowered its stake in shares of AppLovin Corporation (NASDAQ:APP – Free Report) by 46.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 44,986 shares of the company’s stock after selling 39,593 shares during the period. Clear Street Group Inc.’s holdings in […]

Destination Wealth Management lowered its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 4.9% during the fourth quarter, HoldingsChannel reports. The firm owned 817,906 shares of the biopharmaceutical company’s stock after selling 42,356 shares during the period. Destination Wealth Management’s holdings in Pfizer were worth $20,366,000 at the end of the most recent quarter. […]

Entropy Technologies LP increased its holdings in Cintas Corporation (NASDAQ:CTAS – Free Report) by 483.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 67,786 shares of the business services provider’s stock after acquiring an additional 56,167 shares during the quarter. Cintas makes up […]

Epoch Investment Partners Inc. decreased its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 9.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,354,248 shares of the company’s stock after selling 142,622 shares during the period. AbbVie makes up […]

North Peak Capital Management LLC cut its stake in shares of Carvana Co. (NYSE:CVNA – Free Report) by 18.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 390,023 shares of the company’s stock after selling 87,320 shares during the period. Carvana accounts […]

Brown Advisory Inc. lowered its position in Amazon.com, Inc. (NASDAQ:AMZN) by 18.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,325,106 shares of the e-commerce giant’s stock after selling 2,074,253 shares during the quarter. Amazon.com makes up approximately 3.0% of […]

Brasada Capital Management LP raised its holdings in Medtronic PLC (NYSE:MDT – Free Report) by 742.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 50,525 shares of the medical technology company’s stock after acquiring an additional 44,525 shares during the […]

Brasada Capital Management LP trimmed its position in Oracle Corporation (NYSE:ORCL – Free Report) by 87.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,104 shares of the enterprise software provider’s stock after selling 15,131 shares during the period. Brasada […]

Dockside LLC acquired a new position in shares of Moody’s Corporation (NYSE:MCO – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 12,057 shares of the business services provider’s stock, valued at approximately $6,159,000. Moody’s accounts for 1.6% of Dockside […]

Arkos Global Advisors reduced its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 59.7% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 478 shares of the company’s stock after selling 708 shares during the quarter. Arkos Global Advisors’ holdings in Eli Lilly and Company were worth $514,000 at […]

DE Burlo Group Inc. lessened its holdings in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 18.7% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 11,538 shares of the semiconductor manufacturer’s stock after selling 2,652 shares during the quarter. DE Burlo […]

Baupost Group LLC MA purchased a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) in the fourth quarter, HoldingsChannel.com reports. The institutional investor purchased 2,121,391 shares of the e-commerce giant’s stock, valued at approximately $489,659,000. Amazon.com comprises 9.3% of Baupost Group LLC MA’s portfolio, making the stock its 2nd largest holding. A number of other […]

Fieldview Capital Management LLC lifted its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 416.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 34,021 shares of the company’s stock after acquiring an additional 27,436 shares during the period. […]

Arax Advisory Partners reduced its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 14.1% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 29,787 shares of the social networking company’s stock after selling 4,906 shares during the quarter. Arax Advisory Partners’ holdings in Meta Platforms were worth $19,662,000 at the end of […]

Eventide Asset Management LLC lifted its position in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 20.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 420,834 shares of the real estate investment trust’s stock after acquiring an additional […]

Clear Street Group Inc. lessened its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 37.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 8,584 shares of the exchange traded fund’s stock after selling 5,161 shares during the period. Clear […]

Entropy Technologies LP acquired a new stake in Spotify Technology (NYSE:SPOT – Free Report) during the fourth quarter, Holdings Channel reports. The fund acquired 11,020 shares of the company’s stock, valued at approximately $6,399,000. A number of other large investors have also recently added to or reduced their stakes in the business. Quadcap Wealth Management […]

Evelyn Partners Investment Management LLP boosted its stake in Visa Inc. (NYSE:V – Free Report) by 1.9% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 362,056 shares of the credit-card processor’s stock after buying an additional 6,754 shares during the period. Visa makes up […]

Avidity Partners Management LP lessened its stake in Medtronic PLC (NYSE:MDT – Free Report) by 43.5% during the fourth quarter, Holdings Channel reports. The firm owned 107,600 shares of the medical technology company’s stock after selling 83,000 shares during the period. Medtronic makes up about 3.0% of Avidity Partners Management LP’s holdings, making the stock […]

Alta Fox Capital Management LLC cut its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 57.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,000 shares of the software giant’s stock after selling 24,300 shares during the quarter. Microsoft accounts […]

Icon Wealth Advisors LLC boosted its stake in Targa Resources, Inc. (NYSE:TRGP – Free Report) by 24.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,649 shares of the pipeline company’s stock after purchasing an additional 3,797 shares during […]

Fifth Lane Capital LP bought a new position in shares of Oracle Corporation (NYSE:ORCL – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm bought 6,000 shares of the enterprise software provider’s stock, valued at approximately $1,169,000. Oracle makes up approximately 0.9% of Fifth […]

Congruence Capital LLC purchased a new position in shares of Latham Group, Inc. (NASDAQ:SWIM – Free Report) during the fourth quarter, Holdings Channel reports. The firm purchased 201,243 shares of the company’s stock, valued at approximately $1,278,000. Latham Group makes up about 0.5% of Congruence Capital LLC’s holdings, making the stock its 28th biggest holding. […]

Aurora Investment Counsel acquired a new position in DraftKings Inc. (NASDAQ:DKNG – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 62,602 shares of the company’s stock, valued at approximately $2,157,000. A number of other large investors have also recently bought […]

Focus Partners Wealth lifted its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 24.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 395,641 shares of the industrial products company’s stock after purchasing an additional 77,742 shares during the period. […]

Aptus Capital Advisors LLC lessened its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 77.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 56,671 shares of the company’s stock after selling 198,123 shares during the quarter. Aptus Capital Advisors LLC’s holdings in Eli Lilly and Company were worth $60,904,000 as […]

Biondo Investment Advisors LLC reduced its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 2.9% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 44,624 shares of the software giant’s stock after selling 1,329 shares during the period. Microsoft accounts for about 2.6% of Biondo Investment Advisors LLC’s investment portfolio, […]

Destination Wealth Management lifted its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 117.3% during the fourth quarter, Holdings Channel reports. The fund owned 13,715 shares of the enterprise software provider’s stock after purchasing an additional 7,403 shares during the quarter. Destination Wealth Management’s holdings in Oracle were worth $2,673,000 as of […]

Focus Partners Wealth boosted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 219.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,895,562 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,301,768 shares during the quarter. Focus Partners Wealth […]

Artemis Wealth Advisors LLC bought a new position in Teradyne, Inc. (NASDAQ:TER – Free Report) during the 4th quarter, Holdings Channel.com reports. The institutional investor bought 7,500 shares of the company’s stock, valued at approximately $1,452,000. Teradyne comprises about 0.2% of Artemis Wealth Advisors LLC’s holdings, making the stock its 22nd largest holding. A number […]

Apriem Advisors cut its stake in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 5.5% in the fourth quarter, Holdings Channel.com reports. The firm owned 91,958 shares of the semiconductor company’s stock after selling 5,347 shares during the quarter. Lam Research makes up approximately 1.4% of Apriem Advisors’ investment portfolio, making the stock its 18th […]

Dixon Mitchell Investment Counsel Inc. grew its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 933.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 187,184 shares of the Internet television network’s stock after purchasing an additional 169,071 shares during the quarter. […]

Entropy Technologies LP cut its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 34.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 51,881 shares of the semiconductor manufacturer’s stock after selling 26,746 shares during the period. Micron Technology accounts for approximately 0.8% of […]

Fifth Lane Capital LP bought a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor bought 3,000 shares of the semiconductor manufacturer’s stock, valued at approximately $642,000. Other hedge funds also recently added to or reduced their stakes in the company. […]

Nicolet Advisory Services LLC decreased its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 17.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 35,081 shares of the company’s stock after selling 7,565 shares during the quarter. Nicolet Advisory Services LLC’s holdings in PepsiCo […]

Entropy Technologies LP bought a new stake in shares of Monster Beverage Corporation (NASDAQ:MNST – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 70,884 shares of the company’s stock, valued at approximately $5,435,000. A number […]

Evelyn Partners Asset Management Ltd trimmed its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 37.0% during the 4th quarter, Holdings Channel.com reports. The fund owned 46,311 shares of the information services provider’s stock after selling 27,144 shares during the period. Alphabet accounts for 3.4% of Evelyn Partners Asset Management Ltd’s investment portfolio, making […]

Clear Street Group Inc. purchased a new position in shares of Bloom Energy Corporation (NYSE:BE – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 394,582 shares of the company’s stock, valued at approximately $34,285,000. Clear Street Group Inc. owned approximately […]

Icon Wealth Advisors LLC increased its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 589.7% during the fourth quarter, Holdings Channel reports. The institutional investor owned 31,458 shares of the Internet television network’s stock after purchasing an additional 26,897 shares during the quarter. Icon Wealth Advisors LLC’s holdings in Netflix were worth […]