ANDG Institutional Ownership
Andersen
1W: +9.4%
1M: +21.2%
3M: +37.9%
YTD: +163.3%
$63.62
-0.56 (-0.87%)
Weekly Expected Move ±5.3%
$57
$60
$63
$67
$70
Credit Risk of going bust: lower than 60% of companies Debt: 5.4% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.40 (down 99.4%), Andersen would be worth roughly what it owes.
Total debt $414.4M against a stock market value of $7.22B.
Distance to default 6.21 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $188.1M (short-term plus half of long-term), stock volatility 58.6%; Altman Z'' -2.64. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.40 (down 99.4%), Andersen would be worth roughly what it owes.
Total debt $414.4M against a stock market value of $7.22B.
Distance to default 6.21 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $188.1M (short-term plus half of long-term), stock volatility 58.6%; Altman Z'' -2.64. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — ANDG
99
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
$622M
Total Invested
33
New Positions
32
Increased
23
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (111 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BROWN ADVISORY INC | 2,165,645 | $139M | -273,683 | -11.2% | 3Q | SEC ↗ |
| 2 | Durable Capital Partners LP | 1,670,485 | $107M | — | +0.0% | 3Q | SEC ↗ |
| 3 | JPMORGAN CHASE & CO | 1,412,823 | $91M | -446,757 | -24.0% | 3Q | SEC ↗ |
| 4 | ROYCE & ASSOCIATES LP | 1,137,586 | $73M | -271,129 | -19.2% | 3Q | SEC ↗ |
| 5 | FRANKLIN RESOURCES INC | 904,544 | $58M | -225,779 | -20.0% | 3Q | SEC ↗ |
| 6 | BAMCO INC /NY | 901,874 | $58M | +1,725 | +0.2% | 3Q | SEC ↗ |
| 7 | KAYNE ANDERSON RUDNICK INVESTMENT MANA NEW | 898,626 | $58M | — | +0.0% | 1Q | SEC ↗ |
| 8 | J. Goldman & Co LP | 800,605 | $51M | -399,395 | -33.3% | 3Q | SEC ↗ |
| 9 | Driehaus Capital Management LLC | 562,112 | $36M | +1,905 | +0.3% | 3Q | SEC ↗ |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | 511,827 | $33M | +2,028 | +0.4% | 2Q | SEC ↗ |
| 11 | Telemark Asset Management, LLC | 500,000 | $32M | — | +0.0% | 3Q | SEC ↗ |
| 12 | SEVEN GRAND MANAGERS, LLC | 500,000 | $32M | — | +0.0% | 3Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC | 394,866 | $25M | +14,832 | +3.9% | 3Q | SEC ↗ |
| 14 | UBS Group AG | 310,065 | $20M | +222,073 | +252.4% | 3Q | SEC ↗ |
| 15 | Russell Investments Group, Ltd. | 239,916 | $15M | +18,449 | +8.3% | 3Q | SEC ↗ |
| 16 | TWO SIGMA INVESTMENTS, LP | 238,973 | $15M | +159,603 | +201.1% | 3Q | SEC ↗ |
| 17 | BlackRock, Inc. | 226,203 | $15M | +35,055 | +18.3% | 2Q | SEC ↗ |
| 18 | Azora Capital LP NEW | 222,996 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 19 | ArrowMark Colorado Holdings LLC | 219,369 | $14M | +40,263 | +22.5% | 3Q | SEC ↗ |
| 20 | Ghisallo Capital Management LLC | 200,000 | $13M | — | +0.0% | 3Q | SEC ↗ |
| 21 | TEACHER RETIREMENT SYSTEM OF TEXAS | 165,000 | $11M | — | +0.0% | 3Q | SEC ↗ |
| 22 | Burkehill Global Management, LP | 150,000 | $10M | — | +0.0% | 3Q | SEC ↗ |
| 23 | GEODE CAPITAL MANAGEMENT, LLC | 146,971 | $9M | +3,193 | +2.2% | 2Q | SEC ↗ |
| 24 | JONES FINANCIAL COMPANIES LLLP | 146,667 | $9M | +132,910 | +966.1% | 3Q | SEC ↗ |
| 25 | NATIXIS ADVISORS, LLC | 146,457 | $9M | +132,613 | +957.9% | 2Q | SEC ↗ |
| 26 | TUDOR INVESTMENT CORP ET AL NEW | 145,271 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 27 | MORGAN STANLEY | 121,731 | $8M | +107,944 | +782.9% | 3Q | SEC ↗ |
| 28 | RENAISSANCE TECHNOLOGIES LLC | 116,700 | $7M | +54,700 | +88.2% | 2Q | SEC ↗ |
| 29 | MILLENNIUM MANAGEMENT LLC | 97,047 | $6M | +88,359 | +1017.0% | 3Q | SEC ↗ |
| 30 | JANE STREET GROUP, LLC | 85,906 | $6M | +62,003 | +259.4% | 3Q | SEC ↗ |
| 31 | VANGUARD FIDUCIARY TRUST CO | 82,349 | $5M | +4,202 | +5.4% | 2Q | SEC ↗ |
| 32 | SEI INVESTMENTS CO | 80,341 | $5M | -41,308 | -34.0% | 3Q | SEC ↗ |
| 33 | GOLDMAN SACHS GROUP INC NEW | 75,463 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 34 | SOROS FUND MANAGEMENT LLC | 72,600 | $5M | +22,600 | +45.2% | 3Q | SEC ↗ |
| 35 | Point72 Asset Management, L.P. NEW | 70,663 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 36 | WELLS FARGO & COMPANY/MN | 69,801 | $4M | +68,116 | +4042.5% | 3Q | SEC ↗ |
| 37 | STATE STREET CORP | 61,800 | $4M | +23,700 | +62.2% | 2Q | SEC ↗ |
| 38 | Voleon Capital Management LP NEW | 61,376 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Hound Partners, LLC | 60,000 | $4M | — | +0.0% | 3Q | SEC ↗ |
| 40 | ENVESTNET ASSET MANAGEMENT INC NEW | 56,507 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 54,302 | $3M | +35,666 | +191.4% | 3Q | SEC ↗ |
| 42 | BANK OF AMERICA CORP /DE | 45,623 | $3M | +32,771 | +255.0% | 3Q | SEC ↗ |
| 43 | FIRST TRUST ADVISORS LP NEW | 42,989 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 44 | NORTHERN TRUST CORP | 41,642 | $3M | +14,271 | +52.1% | 2Q | SEC ↗ |
| 45 | MARSHALL WACE, LLP | 38,848 | $2M | +25,126 | +183.1% | 3Q | SEC ↗ |
| 46 | BNP PARIBAS FINANCIAL MARKETS | 33,096 | $2M | +29,259 | +762.5% | 2Q | SEC ↗ |
| 47 | VICTORY CAPITAL MANAGEMENT INC NEW | 29,968 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Y-Intercept (Hong Kong) Ltd NEW | 28,493 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Trexquant Investment LP NEW | 27,442 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 50 | RAYMOND JAMES FINANCIAL INC | 24,717 | $2M | -289 | -1.2% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT M | 898,626 | $58M |
| Azora Capital LP | 222,996 | $14M |
| TUDOR INVESTMENT CORP ET AL | 145,271 | $9M |
| GOLDMAN SACHS GROUP INC | 75,463 | $5M |
| Point72 Asset Management, L.P. | 70,663 | $5M |
| Voleon Capital Management LP | 61,376 | $4M |
| ENVESTNET ASSET MANAGEMENT INC | 56,507 | $4M |
| FIRST TRUST ADVISORS LP | 42,989 | $3M |
| VICTORY CAPITAL MANAGEMENT INC | 29,968 | $2M |
| Y-Intercept (Hong Kong) Ltd | 28,493 | $2M |
| Trexquant Investment LP | 27,442 | $2M |
| D. E. Shaw & Co., Inc. | 17,986 | $1M |
| Squarepoint Ops LLC | 15,707 | $1M |
| STIFEL FINANCIAL CORP | 15,443 | $991K |
| DAVENPORT & Co LLC | 13,131 | $843K |
| HRT FINANCIAL LP | 11,561 | $742K |
| OCCUDO QUANTITATIVE STRATEGIES LP | 11,148 | $715K |
| Sixth Street Partners Management Co | 10,007 | $642K |
| GSA CAPITAL PARTNERS LLP | 9,675 | $621K |
| Walleye Capital LLC | 9,320 | $598K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Alyeska Investment Group, L.P. | 225,000 | $14M |
| Balyasny Asset Management L.P. | 177,882 | $11M |
| Jain Global LLC | 131,250 | $8M |
| Allspring Global Investments Holdin | 130,856 | $8M |
| HBK INVESTMENTS L P | 74,500 | $5M |
| Longaeva Partners L.P. | 69,028 | $4M |
| Freestone Grove Partners LP | 66,795 | $4M |
| LMR Partners LLP | 60,000 | $4M |
| Woodline Partners LP | 50,000 | $3M |
| Hudson Bay Capital Management LP | 48,759 | $3M |
| OXFORD ASSET MANAGEMENT LLP | 32,142 | $2M |
| Polymer Capital Management (US) LLC | 25,400 | $2M |
| Davidson Kempner Capital Management | 25,000 | $2M |
| Limestone Investment Advisors LP | 23,405 | $2M |
| Engineers Gate Manager LP | 11,771 | $755K |
| Covalis Capital LLP | 10,000 | $642K |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 10,000 | $642K |
| Legal & General Group Plc | 5,000 | $321K |
| OSAIC HOLDINGS, INC. | 500 | $32K |
| BELLEVUE ASSET MANAGEMENT, LLC | 98 | $6K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +222,073 | +252.4% | 310,065 |
| TWO SIGMA INVESTMENTS, LP | +159,603 | +201.1% | 238,973 |
| JONES FINANCIAL COMPANIES LLLP | +132,910 | +966.1% | 146,667 |
| NATIXIS ADVISORS, LLC | +132,613 | +957.9% | 146,457 |
| MORGAN STANLEY | +107,944 | +782.9% | 121,731 |
| MILLENNIUM MANAGEMENT LLC | +88,359 | +1017.0% | 97,047 |
| WELLS FARGO & COMPANY/MN | +68,116 | +4042.5% | 69,801 |
| JANE STREET GROUP, LLC | +62,003 | +259.4% | 85,906 |
| RENAISSANCE TECHNOLOGIES LLC | +54,700 | +88.2% | 116,700 |
| ArrowMark Colorado Holdings LLC | +40,263 | +22.5% | 219,369 |
| Bank of New York Mellon Corp | +35,666 | +191.4% | 54,302 |
| BlackRock, Inc. | +35,055 | +18.3% | 226,203 |
| BANK OF AMERICA CORP /DE | +32,771 | +255.0% | 45,623 |
| BNP PARIBAS FINANCIAL MARKETS | +29,259 | +762.5% | 33,096 |
| MARSHALL WACE, LLP | +25,126 | +183.1% | 38,848 |
| STATE STREET CORP | +23,700 | +62.2% | 61,800 |
| SOROS FUND MANAGEMENT LLC | +22,600 | +45.2% | 72,600 |
| Russell Investments Group, Ltd. | +18,449 | +8.3% | 239,916 |
| CITADEL ADVISORS LLC | +14,832 | +3.9% | 394,866 |
| NORTHERN TRUST CORP | +14,271 | +52.1% | 41,642 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -446,757 | -24.0% | 1,412,823 |
| J. Goldman & Co LP | -399,395 | -33.3% | 800,605 |
| BROWN ADVISORY INC | -273,683 | -11.2% | 2,165,645 |
| ROYCE & ASSOCIATES LP | -271,129 | -19.2% | 1,137,586 |
| FRANKLIN RESOURCES INC | -225,779 | -20.0% | 904,544 |
| SEI INVESTMENTS CO | -41,308 | -34.0% | 80,341 |
| XTX Topco Ltd | -30,291 | -63.4% | 17,518 |
| READYSTATE ASSET MANAGEMENT LP | -25,000 | -62.5% | 15,000 |
| Schonfeld Strategic Advisors LLC | -8,084 | -47.8% | 8,833 |
| Quantbot Technologies LP | -4,823 | -26.7% | 13,207 |
| Vanguard Global Advisers, LLC | -1,390 | -23.2% | 4,609 |
| RAYMOND JAMES FINANCIAL INC | -289 | -1.2% | 24,717 |
| Caitong International Asset Managem | -63 | -60.0% | 42 |