SEC 13F Intelligence

Managers / Q1 2022 · view latest →

Cowen Prime Advisors LLC

CIK 0001875920 · 599 LEXINGTON AVENUE, 20TH FLOOR, NEW YORK, NY, 10022 · 2127027157

Reported Value
$238M
Q1 2022
Positions
178
Filings on Record
10
2019–present window
Filed
May 2, 2022
original filing

Summary

Cowen Prime Advisors LLC reported $238M in U.S.-listed holdings across 178 positions for Q1 2022.

Its largest position, PDFS, represents 19.9% of the portfolio.

Compared with Q4 2021, the fund opened 10 new positions and exited 6.

Portfolio Metrics

Turnover
+5.4%
vs prior filed quarter
Top-10 Concentration
+57.7%
share of reported value
Largest Position
+19.9%
Pdf Solutions Inc Com
New / Exited
10 / 6
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
Q2 ’21: $276MQ2 ’21Q3 ’21: $269MQ3 ’21Q4 ’21: $294MQ4 ’21Q1 ’22: $238MQ1 ’22Q2 ’22: $176MQ2 ’22Q3 ’22: $174MQ3 ’22Q1 ’23: $250MQ1 ’23filingsflow.com

Portfolio Composition

By security type
Common Stock: 86.4%Other: 7.1%US DOMESTIC: 1.9%MLP: 1.8%ADR: 1.8%Other: 1.0%
  • Common Stock · 86.4% · $205M
  • Other · 7.1% · $17M
  • US DOMESTIC · 1.9% · $5M
  • MLP · 1.8% · $4M
  • ADR · 1.8% · $4M
  • Other · 1.0% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
APOAPOLLO GLOBAL MGMT INC COMNEW+45.8K45.8K+$3M$3M
SHARECARE INC COM CL ANEW+443.0K443.0K+$1M$1M
CEGCONSTELLATION ENERGY CORP COMNEW+6.8K6.8K+$385,000$385,000
QUIDEL CORP COMNEW+3.0K3.0K+$337,000$337,000
DNAGINKGO BIOWORKS HOLDINGS INC CL A SHSNEW+15.0K15.0K+$60,000$60,000
QSQUANTUMSCAPE CORP COM CL ANEW+1.0K1.0K+$20,000$20,000
SLDPSOLID POWER INC CLASS A COMNEW+2.0K2.0K+$17,000$17,000
SHELSHELL PLC SPON ADSNEW+112112+$6,000$6,000

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

Holdings — Q1 2022

176 positions
#IssuerClass% PortfolioValueShares
1PDFSPDF SOLUTIONS INC COMhistory →Stock19.89%$47M1.70M
2FRANCHISE GROUP INC COMStock6.49%$15M372.1K
3RDNWRUMBLEON INC COM CL Bhistory →Stock5.68%$13M394.2K
4ASPNASPEN AEROGELS INC COMhistory →Stock5.33%$13M367.3K
5THRYTHRYV HLDGS INC COM NEWhistory →Stock4.62%$11M390.8K
6ITERIS INC NEW COMStock3.44%$8M2.74M
7QUOTIENT TECHNOLOGY INC COMStock3.25%$8M1.21M
8RAHSOCIETAL CDMO INC COMhistory →Stock3.15%$7M4.16M
9COMSCORE INC COMStock3.06%$7M2.50M
10GTY TECHNOLOGY HOLDINGS INC COMStock2.84%$7M2.09M
11INSEINSPIRED ENTMT INC COMhistory →Stock2.14%$5M413.1K
12BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEWhistory →Stock1.85%$4M12.5K
13KORNIT DIGITAL LTD SHSStock1.73%$4M49.7K
14PFEPFIZER INC COMhistory →Stock1.47%$4M67.6K
15DIGIMARC CORP NEW COMStock1.45%$3M130.3K
16AZNNASTRAZENECA PLC SPONSORED ADRhistory →Stock1.44%$3M51.4K
17HLITHARMONIC INC COMhistory →Stock1.43%$3M364.9K
18JNJJOHNSON & JOHNSON COMhistory →Stock1.32%$3M17.7K
19SBUXSTARBUCKS CORP COMhistory →Stock1.21%$3M31.6K
20APOAPOLLO GLOBAL MGMT INC COMhistory →Stock1.20%$3M45.8K
21KKRKKR & CO INC COMhistory →Stock1.20%$3M48.6K
22ACCURAY INC DEL NOTE 3.750 7/1Stock1.14%$3M2.75M
23MTSIMACOM TECH SOLUTIONS HLDGS I COMhistory →Stock1.03%$2M41.0K
24IFFINTERNATIONAL FLAVORS&FRAGRA COMhistory →Stock1.02%$2M18.5K
25INTCINTEL CORP COMStock0.94%$2M45.1K
26NEONEOGENOMICS INC COM NEWStock0.94%$2M183.5K
27DDD3-D SYS CORP DEL COM NEWStock0.93%$2M132.1K
28MSFTMICROSOFT CORP COMStock0.89%$2M6.9K
29DISDISNEY WALT CO COMStock0.88%$2M15.2K
30EPDENTERPRISE PRODS PARTNERS L COMStock0.83%$2M76.6K
31CCICROWN CASTLE INTL CORP NEW COMStock0.75%$2M9.6K
32MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPStock0.72%$2M34.8K
33PTCPTC INC COMStock0.72%$2M15.8K
34APYXAPYX MEDICAL CORPORATION COMStock0.70%$2M253.9K
35DOWDOW INC COMStock0.65%$2M24.2K
36ADIANALOG DEVICES INC COMStock0.64%$2M9.3K
37TACTTRANSACT TECHNOLOGIES INC COMStock0.64%$2M214.9K
38INFINERA CORP NOTE 2.125 9/0Stock0.61%$1M1.28M
39DDDUPONT DE NEMOURS INC COMStock0.55%$1M17.8K
40EXCEXELON CORP COMStock0.49%$1M24.5K
41SHARECARE INC COM CL AStock0.46%$1M443.0K
42ORBITAL ENERGY GROUP INC COMStock0.45%$1M581.5K
43CEVACEVA INC COMStock0.43%$1M24.9K
44NVECNVE CORP COM NEWStock0.37%$873,00016.0K
45XGNEXAGEN INC COMStock0.34%$798,00099.4K
46GSITGSI TECHNOLOGY INC COMStock0.30%$708,000184.7K
47IBMINTERNATIONAL BUSINESS MACHS COMStock0.29%$698,0005.4K
48AAPLAPPLE INC COMStock0.26%$625,0003.6K
49DEDEERE & CO COMStock0.26%$623,0001.5K
50NEOGNEOGEN CORP COMStock0.26%$623,00020.2K
51TDAYGANNETT CO INC COMStock0.26%$613,000135.9K
52TXNTEXAS INSTRS INC COMStock0.23%$553,0003.0K
53ARAYACCURAY INC COMStock0.23%$550,000166.3K
54RSSSRESEARCH SOLUTIONS INC COMStock0.23%$537,000252.0K
55CTVACORTEVA INC COMStock0.22%$524,0009.1K
56BXBLACKSTONE INC COMStock0.22%$520,0004.1K
57KOPNKOPIN CORP COMStock0.21%$507,000200.2K
58NTNXNUTANIX INC CL AStock0.19%$462,00017.2K
59HTG MOLECULAR DIAGNOSTICS IN COM NEWStock0.19%$462,000332.2K
60GBDCGOLUB CAP BDC INC COMStock0.19%$446,00029.3K
61LNTHLANTHEUS HLDGS INC COMStock0.19%$445,0008.1K
62ARCCARES CAPITAL CORP COMStock0.18%$419,00020.0K
63RBBNRIBBON COMMUNICATIONS INC COMStock0.17%$415,000134.2K
64ACCELERATE DIAGNOSTICS INC NOTE 2.500 3/1Stock0.17%$393,000600.0K
65VONAGE HLDGS CORP COMStock0.16%$386,00019.0K
66CEGCONSTELLATION ENERGY CORP COMStock0.16%$385,0006.8K
67NVONOVO-NORDISK A S ADRStock0.15%$361,0003.3K
68NEPHNEPHROS INC COMStock0.15%$354,00080.4K
69QUIDEL CORP COMStock0.14%$337,0003.0K
70METMETLIFE INC COMStock0.14%$327,0004.7K
71RADA ELECTR INDS LTD COM PAR NEWStock0.13%$320,00023.0K
72KMIKINDER MORGAN INC DEL COMStock0.13%$306,00016.2K
73ALLOT LTD SHSStock0.12%$297,00036.6K
74TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADSStock0.12%$289,00030.7K
75TTTRANE TECHNOLOGIES PLC SHSStock0.12%$283,0001.9K
76EXMOCEXXON MOBIL CORP COMStock0.12%$278,0003.4K
77NATIONAL RESH CORP COM NEWStock0.12%$278,0007.0K
78DOCHEALTHPEAK PROPERTIES INC COMStock0.12%$275,0008.0K
79COGNYTE SOFTWARE LTD ORD SHSStock0.11%$262,00023.2K
80UNHUNITEDHEALTH GROUP INC COMStock0.11%$255,000500
81PAYXPAYCHEX INC COMStock0.10%$246,0001.8K
82VOLITIONRX LTD COMStock0.09%$225,00074.8K
83GOOGALPHABET INC CAP STK CL CStock0.09%$223,00080
84NOCNORTHROP GRUMMAN CORP COMStock0.08%$201,000450
85JPMJPMORGAN CHASE & CO COMStock0.08%$190,0001.4K
86MPLXMPLX LP COM UNIT REP LTDStock0.08%$188,0005.7K
87LMTLOCKHEED MARTIN CORP COMStock0.07%$177,000400
88MCDMCDONALDS CORP COMStock0.07%$163,000661
89GENERAL ELECTRIC CO COM NEWStock0.06%$154,0001.7K
90BMYBRISTOL-MYERS SQUIBB CO COMStock0.06%$153,0002.1K
91PHARPHARMING GROUP NV SPON ADSStock0.06%$142,00015.8K
92SRESEMPRA COMStock0.06%$135,000800
93GAN LTD SHSStock0.05%$130,00027.0K
94ESBAEMPIRE ST RLTY OP L P UNIT LTD PRTNSPStock0.05%$126,00012.9K
95LENLENNAR CORP CL AStock0.05%$124,0001.5K
96PYPLPAYPAL HLDGS INC COMStock0.05%$120,0001.0K
97VZVERIZON COMMUNICATIONS INC COMStock0.05%$115,0002.3K
98GLPGLOBAL PARTNERS LP COM UNITSStock0.05%$113,0004.2K
99KMBKIMBERLY-CLARK CORP COMStock0.05%$111,000900
100WESWESTERN MIDSTREAM PARTNERS L COM UNIT LP INTStock0.04%$96,0003.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2023Under review229Jul 31, 202313F-HRchanges · EDGAR ↗
Q1 2023$250M225May 3, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review192Feb 1, 202313F-HRchanges · EDGAR ↗
Q3 2022$174M175Nov 7, 202213F-HRchanges · EDGAR ↗
Q2 2022$176M177Aug 1, 202213F-HRchanges · EDGAR ↗
Q1 2022$238M178May 2, 202213F-HRchanges · EDGAR ↗
Q4 2021$294M174Feb 8, 202213F-HRchanges · EDGAR ↗
Q3 2021$269M170Nov 2, 202113F-HRchanges · EDGAR ↗
Q2 2021$276M167Aug 4, 202113F-HRchanges · 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 ↗.