SEC 13F Intelligence

Managers / Q4 2019 · view latest →

Cowen Prime Services LLC

CIK 0001543830 · 599 LEXINGTON AVENUE, 21ST FLOOR, NEW YORK, NY, 10022 · 646-562-1010

Reported Value
$219M
Q4 2019
Positions
179
Filings on Record
11
2019–present window
Filed
Feb 4, 2020
original filing

Summary

Cowen Prime Services LLC reported $219M in U.S.-listed holdings across 179 positions for Q4 2019.

Its largest position, PDFS, represents 10.6% of the portfolio.

Compared with Q3 2019, the fund opened 23 new positions and exited 7.

Portfolio Metrics

Turnover
+9.7%
vs prior filed quarter
Top-10 Concentration
+55.9%
share of reported value
Largest Position
+10.6%
Pdf Solutions Inc Com
New / Exited
23 / 7
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $193MQ1 ’19Q2 ’19: $207MQ3 ’19: $193MQ3 ’19Q4 ’19: $219MQ1 ’20: $164MQ1 ’20Q2 ’20: $212MQ3 ’20: $205MQ3 ’20Q4 ’20: $226MQ1 ’21: $264MQ1 ’21Q2 ’21: $276Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 86.7%Other: 6.2%US DOMESTIC: 2.6%MLP: 2.2%REIT: 1.7%Other: 0.6%
  • Common Stock · 86.7% · $190M
  • Other · 6.2% · $14M
  • US DOMESTIC · 2.6% · $6M
  • MLP · 2.2% · $5M
  • REIT · 1.7% · $4M
  • Other · 0.6% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CSBRCHAMPIONS ONCOLOGY INC COM NEWNEW+153.5K153.5K+$1M$1M
TDAYGANNETT CO INC NEW COMNEW+151.4K151.4K+$966,000$966,000
DOCHEALTHPEAK PPTYS INC COMNEW+8.0K8.0K+$276,000$276,000
MACQUARIE INFRASTRUCTURE COR COMNEW+5.0K5.0K+$214,000$214,000
ARCCARES CAP CORP COMNEW+10.6K10.6K+$198,000$198,000
ATHENE HLDG LTD CL ANEW+2.5K2.5K+$118,000$118,000
EXKEXACT SCIENCES CORP COMNEW+900900+$83,000$83,000
INOVALON HLDGS INC CALLNEW+100100+$40,000$40,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2019

177 positions (from 179 filing rows — )
#IssuerClass% PortfolioValueShares
1PDFSPDF SOLUTIONS INC COMhistory →Stock10.57%$23M1.37M
2QUOTIENT TECHNOLOGY INC COMStock8.99%$20M2.00M
3INOVINOVALON HLDGS INC COM CL Ahistory →Stock8.76%$19M1.02M
4ITERIS INC COMStock5.06%$11M2.22M
5RUBICON PROJ INC COMStock4.74%$10M1.27M
6NEONEOGENOMICS INC COM NEWhistory →Stock4.41%$10M329.6K
7VONAGE HLDGS CORP COMStock3.79%$8M1.12M
8LNWOSCIENTIFIC GAMES CORP COMhistory →Stock3.61%$8M295.2K
9MOBLMOBILEIRON INC COM NEWhistory →Stock3.09%$7M1.39M
10ASPNASPEN AEROGELS INC COMhistory →Stock2.87%$6M809.2K
11INFINERA CORPORATION NOTE 2.125 9/0Stock2.56%$6M5.31M
12LUMINEX CORP DEL COMStock2.47%$5M233.0K
13DIGIMARC CORP NEW COMStock2.33%$5M151.7K
14EHTHEHEALTH INC COMhistory →Stock1.93%$4M43.8K
15DDDUPONT DE NEMOURS INC COMhistory →Stock1.70%$4M57.8K
16KKRKKR & CO INC CL Ahistory →Stock1.54%$3M115.8K
17TACTTRANSACT TECHNOLOGIES INC COMhistory →Stock1.44%$3M287.0K
18PFEPFIZER INC COMhistory →Stock1.41%$3M78.5K
19HLITHARMONIC INC COMhistory →Stock1.35%$3M379.4K
20COMSCORE INC COMStock1.25%$3M553.9K
21JNJJOHNSON & JOHNSON COMhistory →Stock1.22%$3M18.3K
22APYXAPYX MED CORP COMhistory →Stock1.10%$2M285.4K
23DALDELTA AIR LINES INC DEL COM NEWhistory →Stock1.07%$2M39.9K
24CCICROWN CASTLE INTL CORP NEW COMhistory →Stock1.05%$2M16.1K
25MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPStock1.00%$2M34.8K
26EFTTECHTARGET INC COMStock0.99%$2M83.0K
27SBUXSTARBUCKS CORP COMStock0.98%$2M24.4K
28KORNIT DIGITAL LTD SHSStock0.96%$2M61.2K
29EPDENTERPRISE PRODS PARTNERS L COMStock0.90%$2M70.1K
30LDOSLEIDOS HLDGS INC COMStock0.76%$2M17.0K
31MSFTMICROSOFT CORP COMStock0.75%$2M10.4K
32MTSIMACOM TECH SOLUTIONS HLDGS I COMStock0.74%$2M60.7K
33JPMJPMORGAN CHASE & CO COMStock0.72%$2M11.3K
34PTCPTC INC COMStock0.69%$2M20.3K
35HTG MOLECULAR DIAGNOSTICS IN COMStock0.69%$2M2.14M
36DDD3-D SYS CORP DEL COM NEWStock0.61%$1M152.3K
37CVXCHEVRON CORP NEW COMStock0.60%$1M10.9K
38CSBRCHAMPIONS ONCOLOGY INC COM NEWStock0.58%$1M153.5K
39RDFNREDFIN CORP COMStock0.46%$1M47.8K
40WYWEYERHAEUSER CO COMStock0.45%$977,00032.4K
41TDAYGANNETT CO INC NEW COMStock0.44%$966,000151.4K
42NATIONAL RESH CORP COM NEWStock0.42%$923,00014.0K
43TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADSStock0.36%$797,00081.3K
44NVECNVE CORP COM NEWStock0.36%$795,00011.1K
45UALUNITED AIRLINES HLDGS INC COMStock0.36%$785,0008.9K
46CEVACEVA INC COMStock0.34%$747,00027.7K
47DOWDOW INC COMStock0.34%$742,00013.5K
48GSITGSI TECHNOLOGY COMStock0.33%$726,000102.4K
49NEOGNEOGEN CORP COMStock0.32%$704,00010.8K
50IBMINTERNATIONAL BUSINESS MACHS COMStock0.30%$654,0004.9K
51NIC INC COMStock0.29%$637,00028.5K
52EXCEXELON CORP COMStock0.28%$613,00013.4K
53NTNXNUTANIX INC CL AStock0.27%$593,00019.0K
54RBBNRIBBON COMMUNICATIONS INC COMStock0.27%$580,000187.2K
55BOCBOSTON OMAHA CORP COMStock0.26%$577,00027.4K
56BXBLACKSTONE GROUP INC COM CL AStock0.19%$425,0007.6K
57CTVACORTEVA INC COMStock0.18%$401,00013.5K
58EXMOCEXXON MOBIL CORP COMStock0.18%$396,0005.7K
59TXNTEXAS INSTRS INC COMStock0.18%$386,0003.0K
60SYNCSYNACOR INC COMStock0.16%$350,000230.5K
61KMIKINDER MORGAN INC DEL COMStock0.16%$343,00016.2K
62EVENTBRITE INC COM CL AStock0.15%$336,00016.6K
63DURECT CORP COMStock0.15%$333,00087.7K
64APOLLO GLOBAL MGMT INC COM CL AStock0.13%$286,0006.0K
65DOCHEALTHPEAK PPTYS INC COMStock0.13%$276,0008.0K
66DEDEERE & CO COMStock0.12%$260,0001.5K
67INGERSOLL-RAND PLC SHSStock0.11%$246,0001.9K
68GOOGALPHABET INC CAP STK CL CStock0.11%$241,000180
69METMETLIFE INC COMStock0.11%$237,0004.7K
70CUI GLOBAL INC COM NEWStock0.11%$232,000210.8K
71MACQUARIE INFRASTRUCTURE COR COMStock0.10%$214,0005.0K
72ARCCARES CAP CORP COMStock0.09%$198,00010.6K
73NVONOVO-NORDISK A S ADRStock0.09%$188,0003.3K
74ESBAEMPIRE ST RLTY OP L P UNIT LTD PRTNSPStock0.08%$180,00012.9K
75GENERAL ELECTRIC CO COMStock0.08%$167,00015.0K
76PEPPEPSICO INC COMStock0.07%$161,0001.2K
77LMTLOCKHEED MARTIN CORP COMStock0.07%$156,000400
78NOCNORTHROP GRUMMAN CORP COMStock0.07%$155,000450
79PAYXPAYCHEX INC COMStock0.07%$153,0001.8K
80UNHUNITEDHEALTH GROUP INC COMStock0.07%$147,000500
81MPLXMPLX LP COM UNIT REP LTDStock0.07%$144,0005.7K
82VZVERIZON COMMUNICATIONS INC COMStock0.06%$139,0002.3K
83BMYBRISTOL MYERS SQUIBB CO COMStock0.06%$135,0002.1K
84ALLOT LTD SHSStock0.06%$133,00015.6K
85MCDMCDONALDS CORP COMStock0.06%$131,000661
86UPSUNITED PARCEL SERVICE INC CL BStock0.06%$126,0001.1K
87WIFIBOINGO WIRELESS INC COMStock0.06%$124,00011.3K
88KMBKIMBERLY CLARK CORP COMStock0.06%$124,000900
89KOPNKOPIN CORP COMStock0.06%$121,000301.1K
90SRESEMPRA ENERGY COMStock0.06%$121,000800
91NUSTAR ENERGY LP UNIT COMStock0.05%$120,0004.6K
92ATHENE HLDG LTD CL AStock0.05%$118,0002.5K
93PYPLPAYPAL HLDGS INC COMStock0.05%$112,0001.0K
94SPHSUBURBAN PROPANE PARTNERS L UNIT LTD PARTNStock0.05%$110,0005.0K
95INTCINTEL CORP COMStock0.05%$108,0001.8K
96MDLZMONDELEZ INTL INC CL AStock0.05%$99,0001.8K
97SYYSYSCO CORP COMStock0.04%$91,0001.1K
98GDXVANECK VECTORS ETF TRUST GOLD MINERS ETFStock0.04%$88,0003.0K
99PMPHILIP MORRIS INTL INC COMStock0.04%$85,0001.0K
100LENLENNAR CORP CL AStock0.04%$85,0001.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2021$276M167Jul 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$264M173Apr 27, 202113F-HRchanges · EDGAR ↗
Q4 2020$226M172Jan 27, 202113F-HRchanges · EDGAR ↗
Q3 2020$205M179Oct 29, 202013F-HRchanges · EDGAR ↗
Q2 2020$212M194Jul 29, 202013F-HRchanges · EDGAR ↗
Q1 2020$164M209Apr 28, 202013F-HRchanges · EDGAR ↗
Q4 2019$219M179Feb 4, 202013F-HRchanges · EDGAR ↗
Q3 2019$193M163Nov 6, 201913F-HRchanges · EDGAR ↗
Q2 2019$207M172Jul 31, 201913F-HRchanges · EDGAR ↗
Q1 2019$193M167May 1, 2019RESTATEMENTchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.