Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
82
10
8
4
6
1
54
10
3
ESSEX FINANCIAL SERVICES INC

Time Period2018-03-31

Total Holdings356

Total Value ($x1000)509,947
Activities
New89

Increased93

Unchanged53

Decreased121

Sold Out16

Top 10 Stock Holdingstotal 20.57%
AAPL3.18

JNJ2.39

PFE2.28

XOM2.06

CODI2.02

 
VOOG1.96

INTC1.87

BA1.78

AMGN1.57

GD1.46

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
3.18%
COM
JNJ
2.39%
COM
PFE
2.28%
COM
XOM
2.06%
COM
CODI
2.02%
SH BEN INT
VOOG
1.96%
500 GRTH IDX F
INTC
1.87%
COM
BA
1.78%
COM
AMGN
1.57%
COM
GD
1.46%
COM
VFH
1.39%
FINANCIALS ETF
BRK.B
1.39%
CL B NEW
JPM
1.35%
COM
AMZN
1.32%
COM
SPY
1.3%
TR UNIT
BRK.A
1.29%
CL A
MSFT
1.27%
COM
BAC
1.21%
COM
PG
1.19%
COM
GE
1.17%
COM
T
1.17%
COM
GOOGL
1.16%
CAP STK CL A
HD
1.14%
COM
QQQ
1.06%
UNIT SER 1
NOBL
1.06%
S&P 500 ARISTO
USB
1.04%
COM NEW
MO
0.91%
COM
V
0.89%
COM CL A
SPLV
0.85%
S&P500 LOW VOL
BMY
0.83%
COM
UTX
0.83%
COM
RSP
0.81%
GUG S&P500 EQ WT
CSCO
0.79%
COM
FB
0.78%
CL A
GOOG
0.76%
CAP STK CL C
IBM
0.74%
COM
VYM
0.72%
HIGH DIV YLD
IVV
0.7%
CORE S&P500 ETF
WFC
0.7%
COM
ABBV
0.68%
COM
DWDP
0.67%
COM
PEP
0.66%
COM
VTI
0.65%
TOTAL STK MKT
CVX
0.64%
COM
PM
0.63%
COM
DIS
0.63%
COM DISNEY
IWR
0.62%
RUS MID-CAP ETF
BABA
0.61%
SPONSORED ADS
LLY
0.56%
COM
TMO
0.55%
COM
PRF
0.54%
FTSE RAFI 1000
VZ
0.54%
COM
CELG
0.5%
COM
IXUS
0.49%
CORE MSCITOTAL
AET
0.46%
COM
SPROTT F...
0.45%
COM
IEFA
0.44%
CORE MSCI EAFE
PSX
0.44%
COM
ADP
0.43%
COM
GS
0.42%
COM
UNH
0.42%
COM
MCD
0.42%
COM
EFA
0.41%
MSCI EAFE ETF
VHT
0.41%
HEALTH CAR ETF
UNP
0.4%
COM
COP
0.4%
COM
IJH
0.4%
CORE S&P MCP ETF
VXUS
0.39%
VG TL INTL STK F
VGT
0.39%
INF TECH ETF
VWO
0.39%
FTSE EMR MKT ETF
C
0.38%
COM NEW
SWK
0.38%
COM
VEA
0.38%
FTSE DEV MKT ETF
KO
0.37%
COM
ADBE
0.37%
COM
LMT
0.37%
COM
VIG
0.36%
DIV APP ETF
NSC
0.36%
COM
CB
0.36%
COM
IJR
0.35%
CORE S&P SCP ETF
USMV
0.35%
USA MIN VOL ETF
SYK
0.35%
COM
VB
0.35%
SMALL CP ETF
MMM
0.35%
COM
ABT
0.35%
COM
HON
0.34%
COM
ITOT
0.34%
CORE S&P TTL STK
MRK
0.34%
COM
IPKW
0.33%
PWRS INT BUYBK
GLD
0.33%
GOLD SHS
AGG
0.33%
CORE TOTUSBD ETF
PPG
0.33%
COM
SBUX
0.32%
COM
PNC
0.32%
COM
PRFZ
0.3%
FTSE US1500 SM
MDT
0.3%
SHS
EFAV
0.29%
EAFE MIN VOL ETF
GILD
0.29%
COM
XBI
0.29%
S&P BIOTECH
SDY
0.29%
S&P DIVID ETF
BAC/PL
0.26%
7.25%CNV PFD L
VO
0.25%
MID CAP ETF
GEM
0.25%
ACTIVEBETA EME
SLB
0.23%
COM
CAT
0.23%
COM
BX
0.23%
COM UNIT LTD
DUK
0.22%
COM NEW
LH
0.22%
COM NEW
SO
0.22%
COM
CVS
0.21%
COM
CMCSA
0.21%
CL A
SON
0.2%
COM
XLF
0.2%
SBI INT-FINL
BDX
0.2%
COM
TJX
0.2%
COM
FBNK
0.19%
COM
RTN
0.19%
COM NEW
CI
0.18%
COM
BLK
0.18%
COM
TSLA
0.18%
COM
AMX
0.18%
SPON ADR L SHS
KMB
0.18%
COM
KBE
0.18%
S&P BK ETF
MSI
0.18%
COM NEW
GIS
0.18%
COM
COST
0.18%
COM
VUG
0.18%
GROWTH ETF
NVDA
0.18%
COM
TRV
0.17%
COM
MA
0.17%
CL A
PFF
0.17%
U.S. PFD STK ETF
DVY
0.17%
SELECT DIVID ETF
WMT
0.17%
COM
EEM
0.17%
MSCI EMG MKT ETF
XLE
0.17%
SBI INT-ENERGY
JKE
0.16%
MRNGSTR LG-CP GR
AXP
0.16%
COM
WBS
0.16%
COM
KEY
0.16%
COM
DGRO
0.16%
CORE DIV GRWTH
IXN
0.16%
GLOBAL TECH ETF
MKL
0.16%
COM
AAXJ
0.16%
MSCI AC ASIA ETF
WFC/PL
0.15%
PERP PFD CNV A
AMLP
0.15%
ALERIAN MLP
TD
0.15%
COM NEW
ITA
0.15%
U.S. AER&DEF ETF
IWD
0.15%
RUS 1000 VAL ETF
IWF
0.14%
RUS 1000 GRW ETF
BK
0.14%
COM
MDLZ
0.14%
CL A
UL
0.14%
SPON ADR NEW
CL
0.14%
COM
PGF
0.14%
FINL PFD PTFL
DHR
0.14%
COM
PHYS
0.14%
UNIT
NLY
0.14%
COM
NVS
0.14%
SPONSORED ADR
MS
0.14%
COM NEW
EMR
0.14%
COM
WASH
0.14%
COM
SCHW
0.14%
COM
AMT
0.13%
COM
PKW
0.13%
DYNA BUYBK ACH
IBB
0.13%
NASDQ BIOTEC ETF
EPD
0.13%
COM
IDV
0.13%
INTL SEL DIV ETF
WBA
0.13%
COM
CMI
0.13%
COM
NEE
0.12%
COM
VANGUARD...
0.12%
ETF
IWM
0.12%
RUSSELL 2000 ETF
O
0.12%
COM
MAR
0.12%
CL A
TGT
0.12%
COM
PBCT
0.12%
COM
DLS
0.11%
INTL SMCAP DIV
BAM
0.11%
CL A LTD VT SH
ES
0.11%
COM
KRE
0.11%
S&P REGL BKG
IVW
0.11%
S&P 500 GRWT ETF
STZ
0.11%
CL A
SPHD
0.11%
PWRSH S&P500HI
DBL
0.1%
COM
TUP
0.1%
COM
ANTM
0.1%
COM
ALL
0.1%
COM
RPG
0.1%
GUG S&P500 PU GR
VNQ
0.1%
REIT ETF
NOC
0.1%
COM
VLO
0.1%
COM
VCSH
0.1%
SHRT TRM CORP BD
ACWV
0.1%
CNTRY MIN VL ETF
KKR
0.1%
COM UNITS
DEO
0.1%
SPON ADR NEW
UN
0.1%
N Y SHS NEW
VT
0.1%
TT WRLD ST ETF
NKE
0.1%
CL B
AGR
0.1%
COM
VGK
0.1%
FTSE EUROPE ETF
ETV
0.1%
COM
KHC
0.1%
COM
ETP
0.09%
UNIT LTD PARTN
ACN
0.09%
SHS CLASS A
KWEB
0.09%
CSI CHI INTERNET
IWP
0.09%
RUS MD CP GR ETF
ETN
0.09%
SHS
BKCC
0.09%
COM
IAU
0.09%
ISHARES
AON
0.09%
SHS CL A
ARCC
0.09%
COM
CME
0.09%
COM
YUM
0.09%
COM
BXMT
0.09%
COM CL A
UPS
0.09%
CL B
MDY
0.09%
UTSER1 S&PDCRP
DAL
0.09%
COM NEW
EOG
0.09%
COM
GTY
0.08%
COM
DIA
0.08%
UT SER 1
F
0.08%
COM PAR $0.01
SYY
0.08%
COM
PID
0.08%
INTL DIV ACHV
CRM
0.08%
COM
CSX
0.08%
COM
BWA
0.08%
COM
KAMN
0.08%
COM
HAL
0.08%
COM
TOT
0.08%
SPONSORED ADR
VFC
0.08%
COM
ITW
0.07%
COM
ORCL
0.07%
COM
APD
0.07%
COM
AMJ
0.07%
ALERIAN ML ETN
PDP
0.07%
DWA TECH LDRS
AIN
0.07%
CL A
VTV
0.07%
VALUE ETF
TOTL
0.07%
SPDR TR TACTIC
SNY
0.07%
SPONSORED ADR
EWX
0.07%
S&P EMKTSC ETF
DON
0.07%
MIDCAP DIVI FD
LOW
0.07%
COM
GYLD
0.07%
ARROW DJ GLB YLD
TWOU
0.07%
COM
SCZ
0.07%
EAFE SML CP ETF
KMI
0.07%
COM
VSS
0.07%
FTSE SMCAP ETF
FDX
0.07%
COM
DTE
0.07%
COM
SDS
0.06%
ULTRASHRT S&P500
MPV
0.06%
SH BEN INT
WELLS FA...
0.06%
CLA COM
PX
0.06%
COM
GM
0.06%
COM
MMP
0.06%
COM UNIT RP LP
NOW
0.06%
COM
SOXX
0.06%
PHLX SEMICND ETF
AGN
0.06%
SHS
VDE
0.06%
ENERGY ETF
VBR
0.06%
SM CP VAL ETF
HSY
0.06%
COM
ED
0.06%
COM
RDS/A
0.06%
SPONS ADR A
GSK
0.06%
SPONSORED ADR
IP
0.06%
COM
ECL
0.06%
COM
ROP
0.06%
COM
SBRA
0.06%
COM
CWB
0.06%
BRC CNV SECS ETF
IJK
0.06%
S&P MC 400GR ETF
IEMG
0.06%
CORE MSCI EMKT
XMLV
0.06%
S&P400 LOVL PT
EXC
0.06%
COM
TXN
0.06%
COM
DOV
0.06%
COM
VIS
0.06%
INDUSTRIAL ETF
BF/B
0.06%
CL B
ATHN
0.05%
COM
FTV
0.05%
COM
SH
0.05%
SHORT S&P 500 NE
SCHD
0.05%
US DIVIDEND EQ
BUD
0.05%
SPONSORED ADR
ROST
0.05%
COM
CTL
0.05%
COM
PRU
0.05%
COM
IEUR
0.05%
CORE MSCI EURO
IRM
0.05%
COM
MOO
0.05%
AGRIBUSINESS ETF
DE
0.05%
COM
YUMC
0.05%
COM
OEF
0.05%
S&P 100 ETF
VOOV
0.05%
500 VAL IDX FD
ORLY
0.05%
COM
VXF
0.05%
EXTEND MKT ETF
GWW
0.05%
COM
STT
0.05%
COM
BOND
0.05%
TOTL RETN ETF
VTEB
0.05%
TAX-EXEMPT BD
OKE
0.05%
COM
QINC
0.05%
RBA QUALIN ETF
VEU
0.05%
ALLWRLD EX US
ESRX
0.05%
COM
DSM
0.05%
COM
APH
0.05%
CL A
BP
0.05%
SPONSORED ADR
HEDJ
0.05%
EUROPE HEDGED EQ
PEG
0.04%
COM
OGE
0.04%
COM
COMPASS ...
0.04%
PFD SER A
GNTX
0.04%
COM
AEP
0.04%
COM
PXD
0.04%
COM
VV
0.04%
LARGE CAP ETF
PXI
0.04%
ENERGY SEC POR
IYW
0.04%
U.S. TECH ETF
HCN
0.04%
COM
EMN
0.04%
COM
QCOM
0.04%
COM
DWLD
0.04%
SELECT WRLD WI
OXY
0.04%
COM
TROW
0.04%
COM
HOLX
0.04%
COM
WM
0.04%
COM
MUNI
0.04%
INTER MUN BD ST
GDXJ
0.04%
JR GOLD MINERS E
CNI
0.04%
COM
IHE
0.04%
U.S. PHARMA ETF
CWCO
0.04%
ORD
STX
0.04%
SHS
LEG
0.04%
COM
SPGI
0.04%
COM
EWY
0.04%
MSCI STH KOR ETF
VKI
0.04%
SH BEN INT
VTN
0.04%
COM
LGI
0.03%
COM
NTG
0.03%
COM
ICCC
0.03%
COM PAR $0.10
MHD
0.03%
COM
MMU
0.03%
COM
NMFC
0.03%
COM
LEO
0.03%
COM
PSEC
0.03%
COM
NRK
0.03%
COM
CLNS
0.03%
COM
KTF
0.03%
COM
NAD
0.03%
COM
VKQ
0.03%
COM
TRST
0.02%
COM
VMO
0.02%
COM
IF
0.02%
COM
APOLLO I...
0.02%
COM
EV
0.01%
COM NON VTG
NCZ
0.01%
COM
AWP
0.01%
COM SBI
SNMX
< 0.01%
COM
TNK
< 0.01%
CL A
NDSN
0.08%
COM
MET
0.07%
COM
IYJ
0.07%
U.S. INDS ETF
MIC
0.07%
MEMBERSHIP INT
MCK
0.06%
COM
IYH
0.06%
US HLTHCARE ETF
IQV
0.05%
COM
D
0.05%
COM
BIP
0.05%
LP INT UNIT
VOD
0.05%
SPNSR ADR NO PAR
OSK
0.05%
COM
GLOP
0.05%
UNIT LTD PTNRP
MON
0.05%
COM
CC
0.05%
COM
BGX
0.04%
COM SHS BN INT
PNNT
0.02%
COM