SEC 13F Intelligence

Managers / Q1 2023 · view latest →

Cowen Prime Advisors LLC

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

Reported Value
$250M
Q1 2023
Positions
225
Filings on Record
10
2019–present window
Filed
May 3, 2023
original filing

Summary

Cowen Prime Advisors LLC reported $250M in U.S.-listed holdings across 225 positions for Q1 2023.

Its largest position, PDFS, represents 14.6% of the portfolio.

Compared with Q4 2022, the fund opened 38 new positions and exited 5.

Portfolio Metrics

Turnover
+9.3%
vs prior filed quarter
Top-10 Concentration
+55.6%
share of reported value
Largest Position
+14.6%
Pdf Solutions Inc Com
New / Exited
38 / 5
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: $269MQ4 ’21: $294MQ4 ’21Q1 ’22: $238MQ2 ’22: $176MQ2 ’22Q3 ’22: $174MQ4 ’22: $243MQ4 ’22Q1 ’23: $250MQ2 ’23: $290MQ2 ’23filingsflow.com

Portfolio Composition

By security type
Common Stock: 89.2%Other: 4.0%ADR: 2.1%MLP: 2.1%REIT: 2.0%Other: 0.6%
  • Common Stock · 89.2% · $223M
  • Other · 4.0% · $10M
  • ADR · 2.1% · $5M
  • MLP · 2.1% · $5M
  • REIT · 2.0% · $5M
  • Other · 0.6% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
MEDIWOUND LTD SHS NEWNEW+22.8K22.8K+$262,000$262,000
VOVANGUARD INDEX FDS MID CAP ETFNEW+413413+$86,000$86,000
GEHCGE HEALTHCARE TECHNOLOGIES I COMMON STOCKNEW+890890+$72,000$72,000
TSLATESLA INC COMNEW+400400+$66,000$66,000
KALEYRA INC COMNEW+23.6K23.6K+$43,000$43,000
IWMISHARES TR RUSSELL 2000 ETFNEW+185185+$32,000$32,000
ETNEATON CORP PLC SHSNEW+3535+$6,000$6,000
TTENTOTALENERGIES SE SPONSORED ADSNEW+9393+$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 2023

223 positions
#IssuerClass% PortfolioValueShares
1PDFSPDF SOLUTIONS INC COMhistory →Stock14.58%$36M1.01M
2THRYTHRYV HLDGS INC COM NEWhistory →Stock8.47%$21M941.9K
3ITERIS INC NEW COMStock6.27%$16M3.40M
4INSEINSPIRED ENTMT INC COMhistory →Stock5.79%$14M1.13M
5HLITHARMONIC INC COMhistory →Stock4.50%$11M797.8K
6ASPNASPEN AEROGELS INC COMhistory →Stock4.18%$10M1.67M
7PTCPTC INC COMhistory →Stock3.08%$8M61.1K
8GENIGENIUS SPORTS LIMITED SHARES CL Ahistory →Stock3.04%$8M2.05M
9SHARECARE INC COM CL AStock2.87%$7M4.65M
10DIGIMARC CORP NEW COMStock2.86%$7M419.9K
11DDD3-D SYS CORP DEL COM NEWhistory →Stock2.10%$5M572.7K
12MTSIMACOM TECH SOLUTIONS HLDGS I COMhistory →Stock2.03%$5M87.0K
13BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEWhistory →Stock1.78%$4M13.6K
14AUGXAUGMEDIX INC COMhistory →Stock1.73%$4M1.44M
15JNJJOHNSON & JOHNSON COMhistory →Stock1.64%$4M25.0K
16SBUXSTARBUCKS CORP COMhistory →Stock1.59%$4M34.8K
17AZNNASTRAZENECA PLC SPONSORED ADRhistory →Stock1.57%$4M53.5K
18CCICROWN CASTLE INC COMhistory →Stock1.37%$3M27.8K
19ADIANALOG DEVICES INC COMhistory →Stock1.20%$3M16.7K
20NVECNVE CORP COM NEWhistory →Stock1.17%$3M38.6K
21TXNTEXAS INSTRS INC COMhistory →Stock1.12%$3M16.7K
22KKRKKR & CO INC COMhistory →Stock1.07%$3M50.1K
23APOAPOLLO GLOBAL MGMT INC COMhistory →Stock1.04%$3M40.9K
24PFEPFIZER INC COMhistory →Stock1.03%$3M65.9K
25IFFINTERNATIONAL FLAVORS&FRAGRA COMhistory →Stock1.01%$3M26.1K
26FRANCHISE GROUP INC COMStock0.91%$2M77.3K
27TACTTRANSACT TECHNOLOGIES INC COMStock0.90%$2M399.4K
28RAHSOCIETAL CDMO INC COMStock0.86%$2M2.95M
29EPDENTERPRISE PRODS PARTNERS L COMStock0.82%$2M78.1K
30APYXAPYX MEDICAL CORPORATION COMStock0.82%$2M602.2K
31KMIKINDER MORGAN INC DEL COMStock0.81%$2M118.0K
32MSFTMICROSOFT CORP COMStock0.80%$2M6.5K
33MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPStock0.78%$2M34.8K
34LNTHLANTHEUS HLDGS INC COMStock0.75%$2M22.0K
35KORNIT DIGITAL LTD SHSStock0.74%$2M101.0K
36CEVACEVA INC COMStock0.72%$2M71.8K
37DOWDOW INC COMStock0.55%$1M25.4K
38IBMINTERNATIONAL BUSINESS MACHS COMStock0.54%$1M10.7K
39ARAYACCURAY INC COMStock0.54%$1M402.4K
40DDDUPONT DE NEMOURS INC COMStock0.52%$1M18.7K
41EXCEXELON CORP COMStock0.52%$1M30.6K
42INFINERA CORP NOTE 2.125 9/0Stock0.50%$1M1.28M
43COMSCORE INC COMStock0.45%$1M1.11M
44BRTBRT APARTMENTS CORP COMStock0.44%$1M63.3K
45QUOTIENT TECHNOLOGY INC COMStock0.41%$1M359.7K
46RBBNRIBBON COMMUNICATIONS INC COMStock0.40%$990,000386.6K
47METMETLIFE INC COMStock0.39%$966,00015.8K
48AAPLAPPLE INC COMStock0.33%$832,0004.9K
49NTNXNUTANIX INC CL AStock0.33%$826,00034.4K
50GBDCGOLUB CAP BDC INC COMStock0.32%$795,00059.0K
51TDAYGANNETT CO INC COMStock0.30%$748,000393.9K
52GSITGSI TECHNOLOGY INC COMStock0.26%$662,000429.7K
53CTVACORTEVA INC COMStock0.25%$627,00010.3K
54GOOGALPHABET INC CAP STK CL CStock0.25%$617,0005.7K
55NEONEOGENOMICS INC COM NEWStock0.24%$597,00040.8K
56KOPNKOPIN CORP COMStock0.23%$576,000553.8K
57DEDEERE & CO COMStock0.23%$567,0001.5K
58TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADSStock0.22%$542,00062.0K
59CEGCONSTELLATION ENERGY CORP COMStock0.21%$529,0006.8K
60KDKYNDRYL HLDGS INC COMMON STOCKStock0.21%$528,00036.5K
61NVONOVO-NORDISK A S ADRStock0.20%$501,0003.0K
62ETENERGY TRANSFER L P COM UT LTD PTNStock0.20%$489,00038.0K
63EXMOCEXXON MOBIL CORP COMStock0.16%$399,0003.4K
64COGNYTE SOFTWARE LTD ORD SHSStock0.15%$383,00092.0K
65ABBVABBVIE INC COMStock0.15%$378,0002.5K
66DRSLEONARDO DRS INC COMStock0.15%$369,00024.5K
67BXBLACKSTONE INC COMStock0.15%$369,0004.1K
68NEOGNEOGEN CORP COMStock0.14%$348,00020.2K
69TTTRANE TECHNOLOGIES PLC SHSStock0.14%$344,0001.9K
70STXSEAGATE TECHNOLOGY HLDNGS PL ORD SHSStock0.13%$332,0005.7K
71VOLITIONRX LTD COMStock0.12%$309,000181.8K
72NATIONAL RESH CORP COM NEWStock0.12%$305,0007.0K
73ALLOT LTD SHSStock0.11%$280,000103.3K
74ARCCARES CAPITAL CORP COMStock0.11%$277,00015.0K
75GENERAL ELECTRIC CO COM NEWStock0.11%$265,0002.7K
76MEDIWOUND LTD SHS NEWStock0.10%$262,00022.8K
77UNHUNITEDHEALTH GROUP INC COMStock0.10%$254,000517
78PHARPHARMING GROUP NV SPON ADSStock0.10%$250,00022.5K
79MPLXMPLX LP COM UNIT REP LTDStock0.10%$238,0006.8K
80NLYANNALY CAPITAL MANAGEMENT IN COM NEWStock0.09%$228,00011.4K
81NOCNORTHROP GRUMMAN CORP COMStock0.08%$208,000450
82ARESARES MANAGEMENT CORPORATION CL A COM STKStock0.08%$201,0002.3K
83CCAPCRESCENT CAP BDC INC COMStock0.08%$201,00014.3K
84JPMJPMORGAN CHASE & CO COMStock0.08%$200,0001.4K
85PAYXPAYCHEX INC COMStock0.08%$198,0001.8K
86MCDMCDONALDS CORP COMStock0.08%$195,000661
87DURECT CORP COM NEWStock0.08%$191,00045.5K
88LMTLOCKHEED MARTIN CORP COMStock0.07%$186,000400
89ECLECOLAB INC COMStock0.07%$176,0001.1K
90DOCHEALTHPEAK PROPERTIES INC COMStock0.07%$176,0008.0K
91OXSQOXFORD SQUARE CAP CORP COMStock0.07%$173,00056.2K
92LENLENNAR CORP CL AStock0.07%$172,0001.5K
93VZVERIZON COMMUNICATIONS INC COMStock0.07%$170,0004.4K
94BMYBRISTOL-MYERS SQUIBB CO COMStock0.06%$140,0002.1K
95GLPGLOBAL PARTNERS LP COM UNITSStock0.05%$128,0004.2K
96GLWCORNING INC COMStock0.05%$125,0003.8K
97SRESEMPRA COMStock0.05%$124,000800
98RDNWRUMBLEON INC COM CL BStock0.05%$121,00017.8K
99CTSOCYTOSORBENTS CORP COM NEWStock0.05%$113,00046.0K
100NAGECHROMADEX CORP COM NEWStock0.04%$105,00079.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2023$290M229Jul 31, 202313F-HRchanges · EDGAR ↗
Q1 2023$250M225May 3, 202313F-HRchanges · EDGAR ↗
Q4 2022$243M192Feb 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 ↗.