Portfolio Balancer

The portfolio balancer allows an investor to weigh stocks according to their ownership by hedge funds and institutions. It is used by investors looking to gain insight about portfolio allocation.

Copy and paste (or just type) tickers:

Import TXT/CSV:

Calculate weights using:

Stock Company Name Weight Sector Stock Total # of Buys/Sells # of Small Buys/Sells # of Medium Buys/Sells # of Large Buys/Sells $ Value Bought/Sold Stock Funds in Profit vs Funds Underwater Shares Owned Value Owned Total # of Holders # of Small Stakes # of Medium Stakes # of Large Stakes