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Fund Update: ASSETMARK, INC added 2,507,016 shares of $LVHI to their portfolio

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ASSETMARK, INC has added 2,507,016 shares of $LVHI to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $LVHI.

$LVHI Hedge Fund Activity

We have seen 137 institutional investors add shares of $LVHI stock to their portfolio, and 58 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

  • ASSETMARK, INC added 2,507,016 shares (+526684.0%) to their portfolio in Q1 2025, for an estimated $81,152,107
  • LPL FINANCIAL LLC added 950,513 shares (+30.4%) to their portfolio in Q4 2024, for an estimated $29,009,656
  • CSENGE ADVISORY GROUP added 309,421 shares (+2930.1%) to their portfolio in Q1 2025, for an estimated $10,015,957
  • JANE STREET GROUP, LLC removed 290,971 shares (-77.0%) from their portfolio in Q4 2024, for an estimated $8,880,434
  • FERMATA ADVISORS, LLC added 225,733 shares (+inf%) to their portfolio in Q1 2025, for an estimated $7,306,977
  • OSAIC HOLDINGS, INC. removed 210,895 shares (-30.9%) from their portfolio in Q4 2024, for an estimated $6,436,515
  • AMERIPRISE FINANCIAL INC added 207,813 shares (+32.6%) to their portfolio in Q4 2024, for an estimated $6,342,452

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Quiver Quantitative's $LVHI ticker page for more data.

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