Q2 2020 13F Holders as of 6/30/2020
-
Type / Class
-
Equity / ADR
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
3.41M
-
Shares change
-
+132K
-
Total reported value, excl. options
-
$28.4M
-
Value change
-
+$1.31M
-
Number of buys
-
4
-
Number of sells
-
-6
-
Price
-
$8.34
Significant Holders of Julius Baer Group Ltd. - ADR (JBAXY) as of Q2 2020
11 filings reported holding JBAXY - Julius Baer Group Ltd. - ADR as of Q2 2020.
Julius Baer Group Ltd. - ADR (JBAXY) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.41M shares
.
Largest 10 shareholders include Parametric Portfolio Associates LLC (2.88M shares), Henry James International Management Inc. (297K shares), TODD ASSET MANAGEMENT LLC (206K shares), HANTZ FINANCIAL SERVICES, INC. (121K shares), CAPTRUST FINANCIAL ADVISORS (14.2K shares), PNC Financial Services Group, Inc. (6.78K shares), Lenox Wealth Management, Inc. (908 shares), Private Capital Group, LLC (424 shares), SONORA INVESTMENT MANAGEMENT, LLC (75 shares), and HANTZ FINANCIAL SERVICES, INC. (0 shares).
This table shows the top 8 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.