Empfehlung
13,9
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
61.6
30 neu, 55 erhöht, 1,5M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | Fisher Asset Management, LLC |
|---|---|
| Ticker | |
| CIK | 0000850529 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:33:19.638389 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| OLD MISSION CAPITAL LLC | 107,123 | 0 | 107,123 | 14,416,613 | Neu | +100,0% | |
| RHUMBLINE ADVISERS | 1,056,385 | 804,661 | 251,724 | 13,814,511 | Aufgestockt | +31,3% | |
| Ramirez Asset Management, Inc. | 644,146 | 359,540 | 284,606 | 11,119,718 | Aufgestockt | +79,2% | |
| Boston Common Asset Management, LLC | 484,869 | 5,597,012 | -5,112,143 | 5,831,144 | Reduziert | -91,3% | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 283,538 | 285,798 | -2,260 | 4,382,110 | Reduziert | -0,8% | |
| GAMMA Investing LLC | 252,047 | 229,605 | 22,442 | 3,415,011 | Aufgestockt | +9,8% | |
| Generali Investments CEE, investicni spolecnost, a.s. | 87,901 | 87,901 | 0 | 2,013,142 | Unverändert | 0,0% | |
| Resolute Advisors LLC | 122,165 | 122,165 | 0 | 1,509,959 | Unverändert | 0,0% | |
| DRW Securities, LLC | 26,305 | 0 | 26,305 | 1,491,493 | Neu | +100,0% | |
| Dorsey Wright & Associates | 119,896 | 115,853 | 4,043 | 1,488,000 | Aufgestockt | +3,5% | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 55,068 | 47,892 | 7,176 | 1,477,364 | Aufgestockt | +15,0% | |
| Fairfield Financial Advisors, LTD | 17,027 | 16,202 | 825 | 1,389,210 | Aufgestockt | +5,1% | |
| EVERETT HARRIS & CO /CA/ | 129,000 | 129,000 | 0 | 1,354,230 | Unverändert | 0,0% | |
| Diversified Trust Co | 69,125 | 67,752 | 1,373 | 904,238 | Aufgestockt | +2,0% | |
| Jackson Wealth Management, LLC | 7,495 | 7,495 | 0 | 806,000 | Unverändert | 0,0% | |
| JGP Global Gestao de Recursos Ltda. | 21,707 | 0 | 21,707 | 790,786 | Neu | +100,0% | |
| ORG Partners LLC | 76,860 | 110,456 | -33,596 | 744,297 | Reduziert | -30,4% | |
| ORG Wealth Partners, LLC | 2,093,729 | 2,105,623 | -11,894 | 711,365 | Reduziert | -0,6% | |
| Myriad Asset Management US LP | 25,494 | 112,624 | -87,130 | 642,194 | Reduziert | -77,4% | |
| LOUNTZIS ASSET MANAGEMENT, LLC | 7,433 | 7,433 | 0 | 544,772 | Unverändert | 0,0% | |
| Corient IA LLC | 50,000 | 0 | 50,000 | 526,000 | Neu | +100,0% | |
| Hemenway Trust Co LLC | 6,281 | 6,047 | 234 | 512,448 | Aufgestockt | +3,9% | |
| Ethos Financial Group, LLC | 1,012,084 | 1,011,974 | 110 | 459,431 | Aufgestockt | 0,0% | |
| Sequent Asset Management, LLC | 4,663 | 4,663 | 0 | 380,000 | Unverändert | 0,0% | |
| Canopy Partners, LLC | 25,561 | 15,673 | 9,888 | 377,106 | Aufgestockt | +63,1% | |
| NORTH STAR ASSET MANAGEMENT INC | 1,979 | 1,979 | 0 | 212,856 | Unverändert | 0,0% | |
| Westside Investment Management, Inc. | 12,734 | 13,146 | -412 | 207,954 | Reduziert | -3,1% | |
| Salomon & Ludwin, LLC | 13,677 | 13,427 | 250 | 199,865 | Aufgestockt | +1,9% | |
| HighPoint Advisor Group LLC | 13,725 | 11,987 | 1,738 | 193,797 | Aufgestockt | +14,5% | |
| KINGSWOOD WEALTH ADVISORS, LLC | 10,618 | 0 | 10,618 | 171,396 | Neu | +100,0% | |
| O'Brien Greene & Co. Inc | 20,200 | 0 | 20,200 | 159,782 | Neu | +100,0% | |
| ALTA CAPITAL MANAGEMENT LLC/ | 15,403 | 20,770 | -5,367 | 158,650 | Reduziert | -25,8% | |
| Spire Wealth Management | 3,905 | 1,904 | 2,001 | 135,738 | Aufgestockt | +105,1% | |
| Brooklyn Investment Group | 7,517 | 0 | 7,517 | 100,259 | Neu | +100,0% | |
| RIVERBRIDGE PARTNERS LLC | 10,998 | 0 | 10,998 | 91,833 | Neu | +100,0% | |
| PARADIGM ASSET MANAGEMENT CO LLC | 7,299 | 7,299 | 0 | 84,774 | Unverändert | 0,0% | |
| WESBANCO BANK INC | 620,307 | 620,307 | 0 | 61,907 | Unverändert | 0,0% | |
| Ancora Advisors LLC | 3,539 | 2,600 | 939 | 46,111 | Aufgestockt | +36,1% | |
| S&CO INC | 2,511,156 | 2,555,030 | -43,874 | 31,173 | Reduziert | -1,7% | |
| Hara Capital LLC | 2,280 | 0 | 2,280 | 25,376 | Neu | +100,0% | |
| Strengthening Families & Communities, LLC | 709 | 0 | 709 | 19,539 | Neu | +100,0% | |
| IMA Advisory Services, Inc. | 5,994 | 5,000 | 994 | 19,031 | Aufgestockt | +19,9% | |
| Luminist Capital LLC | 50 | 50 | 0 | 10,997 | Unverändert | 0,0% | |
| Steigerwald, Gordon & Koch Inc. | 35,330 | 35,000 | 330 | 8,849 | Aufgestockt | +0,9% | |
| FineMark National Bank & Trust | 100,000 | 100,000 | 0 | 6,950 | Unverändert | 0,0% | |
| Berbice Capital Management LLC | 220 | 210 | 10 | 6,552 | Aufgestockt | +4,8% | |
| FSA Wealth Management LLC | 184 | 0 | 184 | 5,376 | Neu | +100,0% | |
| Pinnacle Wealth Management Advisory Group, LLC | 72,500 | 72,500 | 0 | 5,035 | Unverändert | 0,0% | |
| Hurley Capital, LLC | 50,000 | 50,000 | 0 | 4,275 | Unverändert | 0,0% | |
| Copeland Capital Management, LLC | 380 | 956 | -576 | 3,914 | Reduziert | -60,3% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| RHUMBLINE ADVISERS | 1,056,385 | 13,814,511 | 24.34 |
| Ramirez Asset Management, Inc. | 644,146 | 11,119,718 | 19.59 |
| Boston Common Asset Management, LLC | 484,869 | 5,831,144 | 10.27 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 283,538 | 4,382,110 | 7.72 |
| GAMMA Investing LLC | 252,047 | 3,415,011 | 6.02 |
| Generali Investments CEE, investicni spolecnost, a.s. | 87,901 | 2,013,142 | 3.55 |
| Resolute Advisors LLC | 122,165 | 1,509,959 | 2.66 |
| DRW Securities, LLC | 26,305 | 1,491,493 | 2.63 |
| Dorsey Wright & Associates | 119,896 | 1,488,000 | 2.62 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 55,068 | 1,477,364 | 2.60 |
| Fairfield Financial Advisors, LTD | 17,027 | 1,389,210 | 2.45 |
| EVERETT HARRIS & CO /CA/ | 129,000 | 1,354,230 | 2.39 |
| Diversified Trust Co | 69,125 | 904,238 | 1.59 |
| Jackson Wealth Management, LLC | 7,495 | 806,000 | 1.42 |
| ORG Partners LLC | 76,860 | 744,297 | 1.31 |
| ORG Wealth Partners, LLC | 2,093,729 | 711,365 | 1.25 |
| Myriad Asset Management US LP | 25,494 | 642,194 | 1.13 |
| LOUNTZIS ASSET MANAGEMENT, LLC | 7,433 | 544,772 | 0.96 |
| Hemenway Trust Co LLC | 6,281 | 512,448 | 0.90 |
| Ethos Financial Group, LLC | 1,012,084 | 459,431 | 0.81 |