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CAMX ADVISORS INNER CIRCLE FD

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CAMBIAR AGGRES (fund)

9 managers (9 13F filers) reported a position in CAMX shares at 2024-12-31, 176,586 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.

Managers
9
13F filers
9
New
0
Added
3
Reduced
0
Sold out
1
Shares held by filers
176,586

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CAMBIAR INVESTORS LLC135,000$3.96M0.16%+9,00013F-HRTimeline
Kohmann Bosshard Financial Services, LLC11,482$336K0.04%013F-HRTimeline
Steward Partners Investment Advisory, L…10,868$318K<0.01%013F-HRTimeline
WADDELL & ASSOCIATES, LLC10,804$317K0.03%013F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,529$221K<0.01%+33813F-HRTimelineGroup
UBS Group AGin group UBS Group AG741$21.7K<0.01%+67313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY118$3.46K<0.01%013F-HR/ATimelineGroup
Key Financial Inc44$1.27K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.