Edgewood Growth Fund-InstEGFIX
13F holders, Q3 2024 (September 30)6holders −1
1new positions
2sold out
$51.04avg. 13F price*
At the end of Q3 2024, 6 institutions reported holding Edgewood Growth Fund-Inst (EGFIX) in their 13F filings, down 1 from Q2 2024. 1 opened new positions and 2 sold out. The largest holders were Fulton Bank, N.A. ($23.0M), Partners Capital Investment Group, LLP ($3.5M) and Eagle Bay Advisors LLC ($661K).
- Company
- Edgewood Growth Fund-Inst
- CUSIP
- 0075W0759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $661K |
| Exits | 2 | $89.9M |
All 13F filers, Q2 2024 → Q3 2024: 12,974 shares bought and 1,811,510 shares sold, net −1,798,536 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Fulton Bank, N.A. | 0.88% | Reduce -9.0% | 449,972 | $23.0M |
| Partners Capital Investment Group, LLP | 0.06% | No change | 69,214 | $3.5M |
| Eagle Bay Advisors LLC | 0.25% | New | 12,942 | $661K |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 5,507 | $281K |
| Tucker Asset Management LLC | 0.00% | Add +10.4% | 339 | $17K |
| 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.