BPIRX
Boston Partners Long/Short Research Fund
1W: -0.9%
1M: -3.0%
3M: -1.3%
YTD: +4.2%
1Y: -3.9%
3Y: +29.8%
5Y: +44.9%
$14.78
+0.06 (+0.41%)
Weekly Expected Move ±1.0%
$14
$15
$15
$15
$15
Institutional Ownership — BPIRX
5
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
13M
Total Invested
1
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Broderick Brian C | 593,224 | 9M | — | +0.0% | 37Q | SEC ↗ |
| 2 | Hemenway Trust Co LLC | 256,697 | 4M | — | +0.0% | 45Q | SEC ↗ |
| 3 | SOMERVILLE KURT F | 26,891 | 397K | — | +0.0% | 47Q | SEC ↗ |
| 4 | Dempze Nancy E | 12,962 | 192K | — | +0.0% | 10Q | SEC ↗ |
| 5 | Financial Gravity Companies, Inc. NEW | 1,145 | 17K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Financial Gravity Asset Management, In NEW | 1,145 | 17K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Financial Gravity Asset Management, | 1,145 | 17K |
| Financial Gravity Companies, Inc. | 1,145 | 17K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (0)
None.