undamentalytics Newsletter

Andersen Group Inc.: which funds bought and sold

Institutions that bought and sold Andersen Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 62 institutions that filed 13F reports for both quarters added to or opened positions in Andersen Group, and 23 cut or closed them. Together they added a net 859K shares, +5.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 332K shares (+3.1%); index fund managers were net buyers of 82K shares (+8.3%). 30 opened a new position and 10 sold out entirely.

Bought, Q2 2026 62 institutions, 30 of them new holders Sold, Q2 2026 23 institutions, 10 of them sold out
Net change, all compared +859K shares (+5.4%)
Net change, active managers +332K shares (+3.1%), 19 bought, 10 sold

Buyers versus sellers

institutions compared, 95
Active managers and hedge funds 19 bought · 10 sold · +332K
Index fund managers 7 bought · 0 sold · +82K
Other institutions 36 bought · 13 sold · +444K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Kayne Anderson Rudnick Investment Management LLC Active manager +899K New position 899K $33.9M
Azora Capital LP Hedge fund +223K New position 223K $8.4M
UBS Group AG +222K +252.4% 310K $11.7M
Two Sigma Investments, LP Hedge fund +160K +201.1% 239K $9M
Tudor Investment Corp Et Al Hedge fund +145K New position 145K $5.5M
Jones Financial Companies LLLP +133K +966.1% 147K $5.4M
Natixis Advisors, LLC +133K +957.9% 146K $5.5M
Morgan Stanley +108K +782.9% 122K $4.6M
Millennium Management LLC Hedge fund +88K +1017.0% 97K $3.7M
Goldman Sachs Group Inc +75K New position 75K $2.8M
Point72 Asset Management, L.P. Hedge fund +71K New position 71K $2.7M
Wells Fargo & Company +68K +4042.5% 70K $2.6M
Jane Street Group, LLC +62K +259.4% 86K $3.2M
Voleon Capital Management LP Hedge fund +61K New position 61K $2.3M
Envestnet Asset Management Inc +57K New position 57K $2.1M
Renaissance Technologies LLC Hedge fund +55K +88.2% 117K $4.4M
First Trust Advisors LP +43K New position 43K $1.6M
Arrowmark Colorado Holdings LLC +40K +22.5% 219K $8.3M
Bank Of New York Mellon Corp +36K +191.4% 54K $2M
Blackrock, Inc. Index funds +35K +18.3% 226K $8.5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Jpmorgan Chase & Co −447K −24.0% 1.4M $53.6M
J. Goldman & Co LP Hedge fund −399K −33.3% 801K $30.2M
Brown Advisory Inc Active manager −274K −11.2% 2.2M $81.7M
Royce & Associates LP Active manager −271K −19.2% 1.1M $42.9M
Franklin Resources Inc Active manager −226K −20.0% 905K $34.1M
Alyeska Investment Group, L.P. Hedge fund −225K Sold out 0 —
Allspring Global Investments Holdings, LLC −131K Sold out 0 —
Freestone Grove Partners LP Hedge fund −67K Sold out 0 —
Woodline Partners LP Hedge fund −50K Sold out 0 —
Sei Investments Co −41K −34.0% 80K $3M
Xtx Topco Ltd −30K −63.4% 18K $660,779
Polymer Capital Management (US) LLC −25K Sold out 0 —
Readystate Asset Management LP −25K −62.5% 15K $565,800
Limestone Investment Advisors LP −23K Sold out 0 —
Engineers Gate Manager LP Hedge fund −12K Sold out 0 —
Covalis Capital LLP −10K Sold out 0 —
Schonfeld Strategic Advisors LLC Hedge fund −8,084 −47.8% 8,833 $333,180
Quantbot Technologies LP Hedge fund −4,823 −26.7% 13K $498,168
Vanguard Global Advisers, LLC −1,390 −23.2% 4,609 $173,851
Osaic Holdings, Inc. −500 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Kayne Anderson Rudnick Investment Management LLCActive manager 899K $33.9M
Azora Capital LPHedge fund 223K $8.4M
Tudor Investment Corp Et AlHedge fund 145K $5.5M
Goldman Sachs Group Inc 75K $2.8M
Point72 Asset Management, L.P.Hedge fund 71K $2.7M
Voleon Capital Management LPHedge fund 61K $2.3M
Envestnet Asset Management Inc 57K $2.1M
First Trust Advisors LP 43K $1.6M
Victory Capital Management IncActive manager 30K $1.1M
Y-Intercept (Hong Kong) Ltd 28K $1.1M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Alyeska Investment Group, L.P.Hedge fund 225K $6.1M
Allspring Global Investments Holdings, LLC 131K $3.6M
Freestone Grove Partners LPHedge fund 67K $1.8M
Woodline Partners LPHedge fund 50K $1.4M
Polymer Capital Management (US) LLC 25K $690,880
Limestone Investment Advisors LP 23K $636,616
Engineers Gate Manager LPHedge fund 12K $320,171
Covalis Capital LLP 10K $272,000
Osaic Holdings, Inc. 500 $13,600
Richardson Capital Management LLC 62 $1,686

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
86
Ten largest holders
65.9%
of 13F-reported shares
Index fund managers
6.5%
of 13F-reported shares
Active managers and hedge funds
66.0%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 19 10 11 4 +332K +3.1%
Index fund managers 7 0 0 0 +82K +8.3%
Other institutions 36 13 19 6 +444K +10.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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