Edgewood Growth Fund-InstEGFIX
13F holders, Q2 2024 (June 30)7holders +1
1new positions
0sold out
$50.85avg. 13F price*
At the end of Q2 2024, 7 institutions reported holding Edgewood Growth Fund-Inst (EGFIX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Silvercrest Asset Management Group LLC ($85.8M), Fulton Bank, N.A. ($25.1M) and ORG Partners LLC ($4.1M).
- Company
- Edgewood Growth Fund-Inst
- CUSIP
- 0075W0759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4.1M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 102,803 shares bought and 51,519 shares sold, net +51,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Silvercrest Asset Management Group LLC | 0.59% | Add +1.3% | 1,686,492 | $85.8M |
| Fulton Bank, N.A. | 1.02% | Reduce -9.4% | 494,291 | $25.1M |
| ORG Partners LLC | 0.51% | New | 80,699 | $4.1M |
| Partners Capital Investment Group, LLP | 0.06% | No change | 69,214 | $3.5M |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 5,507 | $280K |
| Tucker Asset Management LLC | 0.00% | No change | 307 | $16K |
| Coston, McIsaac & Partners | 0.00% | No change | 14 | $0 |
"% of holder's portfolio" is EGFIX's weight in each manager's 13F, not the share of Edgewood Growth Fund-Inst the manager owns.