SEC 13F Intelligence

Managers / Q3 2020 · view latest →

Cowen Prime Services LLC

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

Reported Value
$205M
Q3 2020
Positions
179
Filings on Record
11
2019–present window
Filed
Oct 29, 2020
original filing

Summary

Cowen Prime Services LLC reported $205M in U.S.-listed holdings across 179 positions for Q3 2020.

Its largest position, PDFS, represents 15.0% of the portfolio.

Compared with Q2 2020, the fund opened 3 new positions and exited 18.

Portfolio Metrics

Turnover
+9.2%
vs prior filed quarter
Top-10 Concentration
+57.9%
share of reported value
Largest Position
+15.0%
Pdf Solutions Inc Com
New / Exited
3 / 18
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: 80.2%Other: 11.0%US DOMESTIC: 4.7%ADR: 1.9%MLP: 1.3%Other: 0.9%
  • Common Stock · 80.2% · $165M
  • Other · 11.0% · $23M
  • US DOMESTIC · 4.7% · $10M
  • ADR · 1.9% · $4M
  • MLP · 1.3% · $3M
  • Other · 0.9% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GAN LTD ORD SHSNEW+318.8K318.8K+$5M$5M
MGNIMAGNITE INC COMNEW+127.3K127.3K+$884,000$884,000
KALEYRA INC COMNEW+2.0K2.0K+$15,000$15,000
AAPLAPPLE INC COMADDED+2.7K3.6K+$88,000$415,000
RDFNREDFIN CORP COMSOLD OUT47.8K0$2M$0
RUBICON PROJ INC COMSOLD OUT189.8K0$1M$0
INOINOVIO PHARMACEUTICALS INC COM NEWSOLD OUT1.0K0$27,000$0
SFIXSTITCH FIX INC COM CL ASOLD OUT5000$12,000$0

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

Holdings — Q3 2020

177 positions (from 179 filing rows — )
#IssuerClass% PortfolioValueShares
1PDFSPDF SOLUTIONS INC COMhistory →Stock14.97%$31M1.64M
2QUOTIENT TECHNOLOGY INC COMStock12.28%$25M3.42M
3INOVINOVALON HLDGS INC COM CL Ahistory →Stock6.88%$14M534.5K
4VONAGE HLDGS CORP COMStock6.11%$13M1.23M
5ITERIS INC NEW COMStock4.11%$8M2.06M
6ASPNASPEN AEROGELS INC COMhistory →Stock3.04%$6M570.3K
7LIMELIGHT NETWORKS INC COMStock2.86%$6M1.02M
8GNMKGENMARK DIAGNOSTICS INC COMhistory →Stock2.64%$5M382.1K
9GAN LTD ORD SHSStock2.62%$5M318.8K
10FRANCHISE GROUP INC COMStock2.43%$5M197.0K
11LGNDLIGAND PHARMACEUTICALS INC COM NEWhistory →Stock2.34%$5M50.4K
12LUMINEX CORP DEL COMStock2.17%$4M170.2K
13ACCELERATE DIAGNOSTICS INC NOTE 2.500 3/1Stock1.85%$4M6.02M
14INFINERA CORP NOTE 2.125 9/0Stock1.71%$4M3.81M
15KORNIT DIGITAL LTD SHSStock1.65%$3M52.2K
16JNJJOHNSON & JOHNSON COMhistory →Stock1.53%$3M21.1K
17BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEWhistory →Stock1.43%$3M13.8K
18PFEPFIZER INC COMhistory →Stock1.42%$3M79.4K
19DIGIMARC CORP NEW COMStock1.37%$3M125.9K
20AZNNASTRAZENECA PLC SPONSORED ADRhistory →Stock1.35%$3M50.7K
21VONAGE HLDGS CORP NOTE 1.750 6/0Stock1.17%$2M2.50M
22NEPHNEPHROS INC COMhistory →Stock1.09%$2M309.0K
23KKRKKR & CO INC COMhistory →Stock1.05%$2M63.1K
24HLITHARMONIC INC COMStock0.94%$2M345.2K
25SBUXSTARBUCKS CORP COMStock0.93%$2M22.3K
26MSFTMICROSOFT CORP COMStock0.92%$2M9.0K
27EVENTBRITE INC COM CL AStock0.74%$2M139.3K
28PTCPTC INC COMStock0.72%$1M18.0K
29LDOSLEIDOS HOLDINGS INC COMStock0.69%$1M15.8K
30MTSIMACOM TECH SOLUTIONS HLDGS I COMStock0.68%$1M41.3K
31TWITTER INC COMStock0.68%$1M31.3K
32NEONEOGENOMICS INC COM NEWStock0.62%$1M34.3K
33APOLLO GLOBAL MGMT INC COM CL AStock0.61%$1M28.2K
34CCICROWN CASTLE INTL CORP NEW COMStock0.58%$1M7.2K
35MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPStock0.58%$1M34.8K
36EPDENTERPRISE PRODS PARTNERS L COMStock0.57%$1M74.1K
37DOWDOW INC COMStock0.55%$1M24.2K
38APYXAPYX MEDICAL CORPORATION COMStock0.55%$1M238.0K
39TACTTRANSACT TECHNOLOGIES INC COMStock0.53%$1M219.6K
40ADIANALOG DEVICES INC COMStock0.53%$1M9.4K
41DDDUPONT DE NEMOURS INC COMStock0.48%$990,00017.8K
42CEVACEVA INC COMStock0.46%$940,00023.9K
43MGNIMAGNITE INC COMStock0.43%$884,000127.3K
44NEOGNEOGEN CORP COMStock0.41%$844,00010.8K
45COMSCORE INC COMStock0.37%$768,000376.5K
46TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADSStock0.36%$732,00081.3K
47NATIONAL RESH CORP COM NEWStock0.34%$689,00014.0K
48DDD3-D SYS CORP DEL COM NEWStock0.33%$669,000136.2K
49JPMJPMORGAN CHASE & CO COMStock0.32%$652,0006.8K
50GSITGSI TECHNOLOGY COMStock0.31%$642,000113.9K
51IBMINTERNATIONAL BUSINESS MACHS COMStock0.29%$594,0004.9K
52RBBNRIBBON COMMUNICATIONS INC COMStock0.29%$587,000151.6K
53NVECNVE CORP COM NEWStock0.26%$537,00010.9K
54HTG MOLECULAR DIAGNOSTICS IN COMStock0.23%$466,0001.41M
55EXCEXELON CORP COMStock0.23%$463,00012.9K
56RSSSRESEARCH SOLUTIONS INC COMStock0.21%$434,000192.0K
57TXNTEXAS INSTRS INC COMStock0.21%$430,0003.0K
58AAPLAPPLE INC COMStock0.20%$415,0003.6K
59ARAYACCURAY INC COMStock0.19%$396,000164.9K
60NTNXNUTANIX INC CL AStock0.18%$371,00016.7K
61NIC INC COMStock0.18%$369,00018.7K
62KOPNKOPIN CORP COMStock0.17%$349,000253.3K
63BXBLACKSTONE GROUP INC COM CL AStock0.17%$345,0006.6K
64DEDEERE & CO COMStock0.16%$332,0001.5K
65SYNCSYNACOR INC COMStock0.14%$288,000191.0K
66CTVACORTEVA INC COMStock0.13%$266,0009.2K
67GOOGALPHABET INC CAP STK CL CStock0.13%$265,000180
68NVONOVO-NORDISK A S ADRStock0.11%$226,0003.3K
69TTTRANE TECHNOLOGIES PLC SHSStock0.11%$224,0001.9K
70DOCHEALTHPEAK PROPERTIES INC COMStock0.11%$217,0008.0K
71PYPLPAYPAL HLDGS INC COMStock0.10%$204,0001.0K
72KMIKINDER MORGAN INC DEL COMStock0.10%$200,00016.2K
73UPSUNITED PARCEL SERVICE INC CL BStock0.09%$180,0001.1K
74METMETLIFE INC COMStock0.08%$173,0004.7K
75TDAYGANNETT CO INC COMStock0.08%$170,000130.5K
76PEPPEPSICO INC COMStock0.08%$157,0001.1K
77UNHUNITEDHEALTH GROUP INC COMStock0.08%$156,000500
78LMTLOCKHEED MARTIN CORP COMStock0.07%$153,000400
79MCDMCDONALDS CORP COMStock0.07%$145,000661
80PAYXPAYCHEX INC COMStock0.07%$144,0001.8K
81ALLOT LTD SHSStock0.07%$142,00015.6K
82NOCNORTHROP GRUMMAN CORP COMStock0.07%$142,000450
83RADA ELECTR INDS LTD COM PAR NEWStock0.07%$136,00023.0K
84VZVERIZON COMMUNICATIONS INC COMStock0.07%$135,0002.3K
85KMBKIMBERLY CLARK CORP COMStock0.06%$133,000900
86BMYBRISTOL-MYERS SQUIBB CO COMStock0.06%$127,0002.1K
87DURECT CORP COMStock0.06%$127,00074.1K
88CSBRCHAMPIONS ONCOLOGY INC COM NEWStock0.06%$125,00013.5K
89LENLENNAR CORP CL AStock0.06%$125,0001.5K
90GDXVANECK VECTORS ETF TR GOLD MINERS ETFStock0.06%$117,0003.0K
91EXMOCEXXON MOBIL CORP COMStock0.06%$116,0003.4K
92EHTHEHEALTH INC COMStock0.05%$111,0001.4K
93ORBITAL ENERGY GROUP INC COMStock0.05%$106,000171.2K
94MDLZMONDELEZ INTL INC CL AStock0.05%$103,0001.8K
95INTCINTEL CORP COMStock0.05%$98,0001.9K
96SRESEMPRA ENERGY COMStock0.05%$95,000800
97WIFIBOINGO WIRELESS INC COMStock0.05%$93,0009.1K
98ANNALY CAPITAL MANAGEMENT IN COMStock0.04%$89,00012.5K
99MPLXMPLX LP COM UNIT REP LTDStock0.04%$89,0005.7K
100UNILEVER PLC SPON ADR NEWStock0.04%$89,0001.4K

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 ↗.