| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
| MORGAN STANLEY | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
| Raymond James Financial Services Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
| RAYMOND JAMES & ASSOCIATES | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
| CREDIT SUISSE AG/ | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 12 |
| JPMORGAN CHASE & CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
| Calamos Advisors LLC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2022 | 11 |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 11 | 11 | 0.12% | 0.26% | 0.70% | Q4 2019 | Q2 2022 | 11 |
| Allianz Asset Management GmbH | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
| CANYON CAPITAL ADVISORS LLC | 10 | 10 | 0.48% | 0.74% | 0.87% | Q4 2019 | Q1 2022 | 10 |
| LORD, ABBETT & CO. LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q1 2022 | 9 |
| Cambridge Investment Research Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
| ADVENT CAPITAL MANAGEMENT /DE/ | 8 | 8 | 0.00% | 0.35% | 0.43% | Q4 2019 | Q3 2021 | 8 |
| OAKTREE CAPITAL MANAGEMENT LP | 8 | 8 | 0.02% | 0.09% | 0.13% | Q2 2020 | Q1 2022 | 8 |
| D. E. Shaw & Co., Inc. | 8 | 8 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q2 2022 | 8 |
| MILLENNIUM MANAGEMENT LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
| NEW YORK STATE COMMON RETIREMENT FUND | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
| AQR Arbitrage LLC | 7 | 7 | 0.21% | 0.26% | 0.38% | Q4 2019 | Q2 2021 | 7 |
| UBS OCONNOR LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2021 | 7 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 7 | 7 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q2 2022 | 7 |
| Advisor Resource Council | 7 | 7 | 0.01% | 0.49% | 3.36% | Q2 2021 | Q4 2022 | 7 |
| ROYAL BANK OF CANADA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 7 |
| GOLDMAN SACHS GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
| BANK OF AMERICA CORP /DE/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 6 |
| PALISADE CAPITAL MANAGEMENT, LP | 6 | 6 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q2 2022 | 6 |
| Rockefeller Capital Management L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
| Soros Fund Management | 5 | 5 | 0.04% | 0.39% | 0.70% | Q4 2019 | Q4 2020 | 5 |
| FMR LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
| UBS Group AG | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
| Indaba Capital Management, L.P. | 5 | 5 | 5.12% | 8.59% | 12.58% | Q2 2020 | Q2 2021 | 5 |
| Russell Investments Group, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
| Lynrock Lake LP | 2 | 1 | 0.09% | 0.67% | 1.19% | Q3 2020 | Q2 2022 | 4 |
| PIER 88 INVESTMENT PARTNERS LLC | 4 | 4 | 0.96% | 1.05% | 1.20% | Q4 2019 | Q3 2020 | 4 |
| Ellis Investment Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
| OSAIC HOLDINGS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
| WELLS FARGO & COMPANY/MN | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
| Beck Bode, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 3 |
| BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
| SG Americas Securities, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
| Echo Street Capital Management LLC | 3 | 3 | 0.24% | 0.32% | 0.42% | Q4 2019 | Q2 2020 | 3 |
| Pallas Capital Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 3 |
| Citadel Advisors | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
| LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
| Daiwa Securities Group Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
| Marcum Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
| CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 2 |
| Stonegate Investment Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
| Jefferies Group LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
| STIFEL FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
| BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
| DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
| NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
| Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2020 | Q1 2020 | 1 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
| PATRON PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
This page lists all the filers that currently own BENEFITFOCUS INC or have owned BENEFITFOCUS INC in the past.