Rockefeller US Small-mid Cap

Major stakeholders currently include Rockefeller Capital Management L.P. ($536.1M), Envestnet Asset Management INC ($30.8M), StoneX Group Inc. ($23.9M). Based on the latest 13F filings, there are a total of 15 tracked investment funds and institutions maintaining positions in RSMC.

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $39.3M, driven by 7 managers accumulating shares while 6 reduced their exposure.

In the latest period, 4 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $12.5M.

Yes, buying activity remains notable. 1 institutions opened new positions in {ticker}, and 6 existing holders added to their shares. The total reported buy value for the quarter amounted to $596.0M.