Institutional investors adjust major equity positions

institutional investment stock holdings SEC filings asset management equity positions

Recent SEC filings reveal several shifts in institutional investment positions across various sectors.

Assenagon Asset Management S. A. acquired a new stake in Fomento Economico Mexicano S. A. B. de C. V., purchasing 18,852 shares valued at approximately $2,411,000 during the second quarter. Additionally, the firm increased its stake in Fortrea Holdings Inc. by 90.7% in the same period, bringing its total ownership to 173,129 shares.

Wasatch Advisors LP has reduced its holdings in multiple companies. The firm decreased its position in Shift4 Payments, Inc. by 48.4% during the second quarter, leaving it with 2,169,197 shares. The firm also trimmed its stakes in Fresh Del Monte Produce, Inc. by 16.4% and Shake Shack, Inc. by 21.8% during the second quarter.

Entities

Assenagon Asset Management S. A. · Fomento Economico Mexicano S. A. B. de C. V. · Fortrea Holdings Inc. · Shift4 Payments, Inc. · Wasatch Advisors LP

Sources

Seneca Foods Corp. $SENEA Stock Holdings Increased by Quantinno Capital Management LP [www.marketbeat.com]

9 days ago

Wealthcare Advisory Partners LLC Invests $1. 64 Million in SpaceX $SPCX [www.marketbeat.com]

9 days ago