Skip to main content

Cowen Inc.

COWNDelisted Mar 1, 2023
Industry
Security Brokers, Dealers & Flotation Companies
SEC CIK
0001466538

Cowen Inc. was delisted on Mar 1, 2023; its insiders filed their last Form 4 on Mar 1, 2023; 161 institutions reported holding it in 13F filings for Q4 2022, worth $1.18B in total; no superinvestor held it.

13F holders, Q3 2021

Institutional positions in Cowen Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
178
−21 vs. Q2 2021
Shares held
25.3M
−774.7K (−3.0%) vs. Q2 2021
Total value
$866.5M
−$200.8M (−18.8%) vs. Q2 2021
New holders
22
63 more added
Sold out
43
62 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting COWN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 178 institutions
Q1 2021: 188 institutionsQ2 2021: 199 institutionsQ3 2021: 178 institutionsQ4 2021: 190 institutionsQ1 2022: 174 institutionsQ2 2022: 158 institutionsQ3 2022: 161 institutionsQ4 2022: 161 institutionsQ1 2023: 2 institutionsQ2 2023: 1 institutionQ3 2023: 1 institutionQ4 2023: 1 institutionQ1 2024: 1 institutionQ2 2024: 1 institutionQ3 2024: 1 institutionQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ3 2021: $866.5M
Q1 2021: $958.6MQ2 2021: $1.07BQ3 2021: $866.5MQ4 2021: $888.0MQ1 2022: $653.9MQ2 2022: $564.9MQ3 2022: $1.01BQ4 2022: $1.18BQ1 2023: $54.0KQ2 2023: $39Q3 2023: $39Q4 2023: $39Q1 2024: $39Q2 2024: $39Q3 2024: $39Q4 2024: $39Q1 2025: $39Q2 2025: $39Q3 2025: $39Q4 2025: $39Q1 2026: $39Q2 2026: $39
Institutions holding COWN and their total value by quarter
QuarterHoldersValue
Q2 20261$39
Q1 20261$39
Q4 20251$39
Q3 20251$39
Q2 20251$39
Q1 20251$39
Q4 20241$39
Q3 20241$39
Q2 20241$39
Q1 20241$39
Q4 20231$39
Q3 20231$39
Q2 20231$39
Q1 20232$54.0K
Q4 2022161$1.18B
Q3 2022161$1.01B
Q2 2022158$564.9M
Q1 2022174$653.9M
Q4 2021190$888.0M
Q3 2021178$866.5M
Q2 2021199$1.07B
Q1 2021188$958.6M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Cowen Inc.; share changes are against Q2 2021.

Institutions holding COWN in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Harbour Investments, Inc.16$1.00K0.00%+3+23.1%Added
Optimum Investment Advisors110$4.00K0.00%00.0%Unchanged
Brown Brothers Harriman & Co107$4.00K0.00%00.0%Unchanged
Bessemer Group Inc160$5.00K0.00%00.0%Unchanged
Smithfield Trust Co192$7.00K0.00%+192New
Farmers & Merchants Investments Inc276$9.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC250$9.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.324$10.0K0.00%+213+191.9%Added
Sphinx Trading, LP374$13.0K0.02%+374New
Rockefeller Capital Management L.P.432$14.0K0.00%+25+6.1%Added
Thompson Siegel & Walmsley LLC525$18.0K0.00%00.0%Unchanged
Huntington National Bank625$21.0K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC739$25.0K0.00%−1,011−57.8%Reduced
Copeland Capital Management, LLC765$26.0K0.00%00.0%Unchanged
Founders Capital Management900$31.0K0.02%+200+28.6%Added
Private Capital Group, LLC921$32.0K0.01%+408+79.5%Added
Lazard Asset Management LLC1,118$38.0K0.00%−889−44.3%Reduced
The PNC Financial Services Group, Inc.1,116$38.0K0.00%+62+5.9%Added
UBS Group AG1,138$39.0K0.00%−4,941−81.3%Reduced
Great West Life Assurance Co1,125$39.0K0.00%00.0%Unchanged
Dorsey Wright & Associates1,369$47.0K0.01%+108+8.6%Added
Captrust Financial Advisors1,511$52.0K0.00%−716−32.2%Reduced
US Bancorp1,625$56.0K0.00%00.0%Unchanged
Cutler Group LP1,674$57.0K0.00%−2,939−63.7%Reduced
Ameritas Investment Partners, Inc.2,148$74.0K0.00%00.0%Unchanged
New York State Teachers Retirement System2,200$75.0K0.00%00.0%Unchanged
Spire Wealth Management2,630$90.0K0.00%+2+0.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)2,789$96.0K0.00%00.0%Unchanged
SG3 Management, LLC4,000$137.0K0.05%−15,000−78.9%Reduced
Tower Research Capital LLC (TRC)4,639$159.0K0.00%+3,622+356.1%Added
Janus Henderson Group PLC5,872$202.0K0.00%+5,872New
Quantbot Technologies LP6,345$217.0K0.02%−5,195−45.0%Reduced
Arizona State Retirement System6,587$226.0K0.00%+31+0.5%Added
Bailard, Inc.7,301$250.0K0.01%−1,700−18.9%Reduced
Metropolitan Life Insurance Co7,297$250.4K0.00%00.0%Unchanged
Prelude Capital Management, LLC7,519$258.0K0.01%−11−0.1%Reduced
Mackenzie Financial Corp7,721$265.0K0.00%+1,469+23.5%Added
Occudo Quantitative Strategies LP8,541$293.0K0.04%+8,541New
Verition Fund Management LLC8,598$295.0K0.00%+8,598New
Citigroup Inc8,768$301.0K0.00%−5,600−39.0%Reduced
State of Wisconsin Investment Board8,900$305.0K0.00%00.0%Unchanged
Globeflex Capital L P8,950$307.0K0.07%00.0%Unchanged
Engineers Gate Manager LP9,170$315.0K0.02%+9,170New
Susquehanna Fundamental Investments, LLC9,378$322.0K0.01%−3,142−25.1%Reduced
Trexquant Investment LP9,428$323.0K0.03%−271−2.8%Reduced
Jane Street Group, LLC9,605$330.0K0.00%−4,030−29.6%Reduced
Pitcairn Co9,679$332.0K0.02%−2,182−18.4%Reduced
Advisor Group Holdings, Inc.9,871$339.0K0.00%+2,532+34.5%Added
Keebeck Wealth Management, LLC10,000$343.0K0.07%−1,135−10.2%Reduced
MetLife Investment Management10,078$345.8K0.00%00.0%Unchanged
Man Group plc10,230$351.0K0.00%+626+6.5%Added
Public Employees Retirement Association of Colorado10,907$374.0K0.00%00.0%Unchanged
Belpointe Asset Management LLC10,900$374.0K0.03%+2,450+29.0%Added
New York Life Investments Alternatives11,065$380.0K0.25%+2,780+33.6%Added
Voya Investment Management LLC11,100$381.0K0.00%−252,306−95.8%Reduced
Cubist Systematic Strategies, LLC11,118$381.0K0.00%−24,733−69.0%Reduced
Main Street Financial Solutions, LLC11,136$382.0K0.06%+718+6.9%Added
Legal & General Group Plc11,168$383.0K0.00%+4,919+78.7%Added
Royal Bank of Canada11,891$408.0K0.00%+2,300+24.0%Added
SG Americas Securities, LLC12,159$417.0K0.00%+684+6.0%Added
Evercore Wealth Management, LLC12,304$422.0K0.01%00.0%Unchanged
Brandywine Global Investment Management, LLC12,354$424.0K0.00%00.0%Unchanged
Shell Asset Management Co12,599$432.0K0.01%−590−4.5%Reduced
Ancora Advisors, LLC12,621$433.0K0.01%−2,694−17.6%Reduced
IndexIQ Advisors LLC12,791$439.0K0.01%+1,281+11.1%Added
Yorktown Management & Research Co Inc14,000$480.0K0.36%00.0%Unchanged
Atom Investors LP14,052$482.0K0.09%+14,052New
Manufacturers Life Insurance Company, The14,316$491.0K0.00%−159−1.1%Reduced
State Board of Administration of Florida Retirement System14,377$493.0K0.00%00.0%Unchanged
First Hawaiian Bank15,060$517.0K0.02%00.0%Unchanged
American International Group, Inc.15,356$527.0K0.00%+799+5.5%Added
Miller Investment Management, LP15,840$543.0K0.09%+15,840New
Twinbeech Capital LP15,830$543.0K0.04%+15,830New
PDT Partners, LLC16,261$558.0K0.04%+16,261New
Quantedge Capital Pte Ltd17,300$594.0K0.29%00.0%Unchanged
Boothbay Fund Management, LLC18,169$623.0K0.02%+4,804+35.9%Added
Credit Suisse AG18,402$632.0K0.00%−94,837−83.7%Reduced
Price T Rowe Associates Inc19,354$664.0K0.00%−917−4.5%Reduced
Qube Research & Technologies Ltd19,363$664.0K0.01%+19,363New
PEAK6 Investments LLC20,188$693.0K0.01%−66,326−76.7%Reduced
Los Angeles Capital Management LLC20,185$693.0K0.00%00.0%Unchanged
Panagora Asset Management Inc20,840$715.0K0.00%+15,498+290.1%Added
Envestnet Asset Management Inc20,991$720.0K0.00%+1,914+10.0%Added
Truist Financial Corp21,032$722.0K0.00%−6,066−22.4%Reduced
SummerHaven Investment Management, LLC21,413$735.0K0.43%+21,413New
Boston Partners25,777$884.0K0.00%−4,053−13.6%Reduced
Summit Global Investments27,400$940.0K0.07%+15,800+136.2%Added
Thrivent Financial for Lutherans27,700$950.0K0.00%−62,300−69.2%Reduced
Jackson Creek Investment Advisors LLC28,053$962.0K0.36%+281+1.0%Added
Affinity Investment Advisors, LLC28,848$990.0K0.44%−344−1.2%Reduced
Campbell & CO Investment Adviser LLC29,200$1.00M0.33%+29,200New
Martingale Asset Management L P29,467$1.01M0.01%+8,651+41.6%Added
Winton Group Ltd30,778$1.06M0.06%+9,092+41.9%Added
Dynamic Technology Lab Private Ltd32,490$1.11M0.13%−16,692−33.9%Reduced
Interval Partners, LP33,110$1.14M0.07%+33,110New
Deutsche Bank AG33,604$1.15M0.00%−20,700−38.1%Reduced
Algert Global LLC34,514$1.18M0.16%−5,666−14.1%Reduced
Delphi Management Inc34,587$1.19M1.22%−1,438−4.0%Reduced
Norges Bank34,700$1.19M0.00%+34,700New
California State Teachers Retirement System34,976$1.20M0.00%−831−2.3%Reduced