Cowen Investment Management LLC Portfolio Holdings

Cowen Investment Management LLC

  • $94.8 Million
  • Q3 2023

Cowen Investment Management LLC has filed its 13F form on November 13, 2023 for Q3 2023 where it was disclosed a total value porftolio of $94.8 Million distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sumitomo Mitsui Financial Group, Inc. with a value of $40.9M, Lloyds Banking Group PLC with a value of $9.42M, Rentokil Initial PLC with a value of $5.31M, Kayne Anderson Next Gen Energy & Infrastructure, Inc. with a value of $3.63M, and Liberty Broadband Corp with a value of $3.06M.

Examining the 13F form we can see an decrease of $108M in the current position value, from $203M to 94.8M.

Cowen Investment Management LLC is based out at New York, NY

Below you can find more details about Cowen Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $94.8 Million
Financial Services: $53.9 Million
ETFs: $30.2 Million
Industrials: $5.51 Million
Communication Services: $4.72 Million
Technology: $435,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.07B
$3.06 Million 3.23% of portfolio
33,670
Q3 2023 Added 165.49%
$566M
$435,000 0.46% of portfolio
160,000
Q2 2023 Added 118.58%

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $94.8 Million
  • Prior Value $203 Million
  • Filing
  • Period Q3 2023
  • Filing Date November 13, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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