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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F Institutional Ownership · ANDG

Andersen Group Inc NEW YORK STOCK EXCHANGE, INC.:ANDG

Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31.

65 new0 added0 reduced0 exited
Total Institutional Holders
65
as of 2025-12-31
Top Holder
JPMORGAN CHASE & CO
$46.0M
Largest QoQ Increase
JPMORGAN CHASE & CO
+1,773,515 sh
Largest QoQ Decrease

New Positions(65)

ManagerSharesΔ SharesValueΔ Value% Δ
JPMORGAN CHASE & CO1,773,515+1,773,515$46.0M+$46.0M
Durable Capital Partners LP1,670,485+1,670,485$43.3M+$43.3M
J. Goldman & Co LP1,160,000+1,160,000$30.1M+$30.1M
BROWN ADVISORY INC1,132,461+1,132,461$29.4M+$29.4M
FRANKLIN RESOURCES INC997,468+997,468$25.9M+$25.9M
ROYCE & ASSOCIATES LP769,319+769,319$19.9M+$19.9M
DRIEHAUS CAPITAL MANAGEMENT LLC688,666+688,666$17.9M+$17.9M
BAMCO INC /NY/500,000+500,000$13.0M+$13.0M
SEVEN GRAND MANAGERS, LLC500,000+500,000$13.0M+$13.0M
ArrowMark Colorado Holdings LLC450,000+450,000$11.7M+$11.7M
GOLDMAN SACHS GROUP INC401,837+401,837$10.4M+$10.4M
CITADEL ADVISORS LLC372,141+372,141$9.6M+$9.6M
Alyeska Investment Group, L.P.325,000+325,000$8.4M+$8.4M
MILLENNIUM MANAGEMENT LLC213,648+213,648$5.5M+$5.5M
Ghisallo Capital Management LLC200,000+200,000$5.2M+$5.2M
Balyasny Asset Management LLC177,882+177,882$4.6M+$4.6M
TEACHER RETIREMENT SYSTEM OF TEXAS165,000+165,000$4.3M+$4.3M
Burkehill Global Management, LP150,000+150,000$3.9M+$3.9M
TUDOR INVESTMENT CORP ET AL144,544+144,544$3.7M+$3.7M
VANGUARD GROUP INC140,000+140,000$3.6M+$3.6M
Jain Global LLC131,250+131,250$3.4M+$3.4M
Allspring Global Investments Holdings, LLC129,589+129,589$3.4M+$3.4M
Telemark Asset Management, LLC100,000+100,000$2.6M+$2.6M
JANE STREET GROUP, LLC86,434+86,434$2.2M+$2.2M
READYSTATE ASSET MANAGEMENT LP78,884+78,884$2.0M+$2.0M
HBK INVESTMENTS L P74,500+74,500$1.9M+$1.9M
Schonfeld Strategic Advisors LLC70,392+70,392$1.8M+$1.8M
Longaeva Partners L.P.69,028+69,028$1.8M+$1.8M
SOROS FUND MANAGEMENT LLC62,600+62,600$1.6M+$1.6M
SEI INVESTMENTS CO61,956+61,956$1.6M+$1.6M
Hound Partners, LLC60,000+60,000$1.6M+$1.6M
LMR Partners LLP60,000+60,000$1.6M+$1.6M
D. E. Shaw & Co., Inc.52,000+52,000$1.3M+$1.3M
Russell Investments Group, Ltd.51,654+51,654$1.3M+$1.3M
Squarepoint Ops LLC51,000+51,000$1.3M+$1.3M
Limestone Investment Advisors LP50,000+50,000$1.3M+$1.3M
Woodline Partners LP50,000+50,000$1.3M+$1.3M
Hudson Bay Capital Management LP48,759+48,759$1.3M+$1.3M
MARSHALL WACE, LLP47,603+47,603$1.2M+$1.2M
Point72 Asset Management, L.P.36,382+36,382$943.4K+$943.4K
OXFORD ASSET MANAGEMENT LLP32,142+32,142$833.4K+$833.4K
Davidson Kempner Capital Management LP25,000+25,000$648.3K+$648.3K
Polymer Capital Management (US) LLC25,000+25,000$648.3K+$648.3K
RAYMOND JAMES FINANCIAL INC18,608+18,608$482.5K+$482.5K
MORGAN STANLEY15,472+15,472$401.2K+$401.2K
CI Private Wealth, LLC13,760+13,760$356.8K+$356.8K
Bank of New York Mellon Corp12,674+12,674$328.6K+$328.6K
TWO SIGMA INVESTMENTS, LP12,000+12,000$311.2K+$311.2K
Covalis Capital LLP12,000+12,000$311.2K+$311.2K
XTX Topco Ltd10,386+10,386$269.3K+$269.3K
VOLORIDGE INVESTMENT MANAGEMENT, LLC10,000+10,000$259.3K+$259.3K
BARCLAYS PLC8,400+8,400$217.8K+$217.8K
PNC Financial Services Group, Inc.8,307+8,307$215.4K+$215.4K
Legal & General Group Plc5,000+5,000$129.6K+$129.6K
UBS Group AG4,725+4,725$122.5K+$122.5K
BANK OF AMERICA CORP /DE/2,100+2,100$54.5K+$54.5K
WELLS FARGO & COMPANY/MN1,757+1,757$45.6K+$45.6K
Parkside Financial Bank & Trust746+746$19.3K+$19.3K
Royal Bank of Canada301+301$8.0K+$8.0K
COMERICA BANK276+276$7.2K+$7.2K
American Capital Advisory, LLC237+237$6.1K+$6.1K
BELLEVUE ASSET MANAGEMENT, LLC98+98$2.5K+$2.5K
MRP Capital Investments, LLC85+85$2.2K+$2.2K
JONES FINANCIAL COMPANIES LLLP9+9$233+$233
BESSEMER GROUP INC271+271$7+$7

Top Holders by reported value

Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.

ManagerShares$ ValueΔ SharesQoQ %
JPMORGAN CHASE & CO1,773,515$46.0M+1,773,515
Durable Capital Partners LP1,670,485$43.3M+1,670,485
J. Goldman & Co LP1,160,000$30.1M+1,160,000
BROWN ADVISORY INC1,132,461$29.4M+1,132,461
FRANKLIN RESOURCES INC997,468$25.9M+997,468
ROYCE & ASSOCIATES LP769,319$19.9M+769,319
DRIEHAUS CAPITAL MANAGEMENT LLC688,666$17.9M+688,666
SEVEN GRAND MANAGERS, LLC500,000$13.0M+500,000
BAMCO INC /NY/500,000$13.0M+500,000
ArrowMark Colorado Holdings LLC450,000$11.7M+450,000
GOLDMAN SACHS GROUP INC401,837$10.4M+401,837
CITADEL ADVISORS LLC372,141$9.6M+372,141
Alyeska Investment Group, L.P.325,000$8.4M+325,000
MILLENNIUM MANAGEMENT LLC213,648$5.5M+213,648
Ghisallo Capital Management LLC200,000$5.2M+200,000
Balyasny Asset Management LLC177,882$4.6M+177,882
TEACHER RETIREMENT SYSTEM OF TEXAS165,000$4.3M+165,000
Burkehill Global Management, LP150,000$3.9M+150,000
TUDOR INVESTMENT CORP ET AL144,544$3.7M+144,544
VANGUARD GROUP INC140,000$3.6M+140,000

New & Closed Positions this quarter

Closed Positions
0 managers exited
Top five by prior-quarter value

No managers exited their positions this quarter.

Methodology

Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.

Quarter-over-quarter deltas compare each manager's most recently reported share count for ANDG against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.

Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.