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Adeia
ADEA

Overview Fund Activity

199 hedge funds and large institutions have $1.09B invested in Adeia in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 74 reducing their positions, and 34 closing their positions.

Holders
199
Holders Change
-12
Holders Change %
-5.69%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
22
Increased
62
Reduced
74
Closed
34
Calls
$702K
Puts
$10K
Net Calls
+$692K
Net Calls Change
+$40K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$151M
2
Ameriprise
2
Ameriprise
Minnesota
$144M
3
BlackRock
3
BlackRock
New York
$192M
4
SFM
4
Systematic Financial Management
New Jersey
$6.89M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$13.3M

Top Sellers

1
ACB
1
Aristotle Capital Boston
Massachusetts
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$32.3M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$1.4M
4
SEI Investments
4
SEI Investments
Pennsylvania
$235K
5
HIM
5
Hillsdale Investment Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
176
Versant Capital Management
Arizona
$2.98K 271 – –
S
177
SignatureFD
Georgia
$1.48K 134 -188 -58%
IPW
178
Impact Partnership Wealth
Georgia
$1.37K 124 +124 New
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$1K 71 -9 -11%
Bessemer Group
180
Bessemer Group
New Jersey
$1K 122 +122 New
PA
181
Parallel Advisors
California
$848 77 -94 -55%
FMII
182
Farmers & Merchants Investments Inc
Nebraska
$793 72 – –
AF
183
Allworth Financial
California
$628 57 -14 -20%
AssetMark Inc
184
AssetMark Inc
California
$551 50 – –
GC
185
Gould Capital
Washington
$551 50 – –
Group One Trading
186
Group One Trading
Illinois
$506 46 – –
GRP
187
Global Retirement Partners
California
$385 35 – –
LC
188
Lindbrook Capital
California
$385 35 – –
LCM
189
Logan Capital Management
Pennsylvania
$374 34 – –
PCFFS
190
Pacific Center for Financial Services
California
$188 17 – –
ECM
191
EMC Capital Management
Texas
$146 300 -8,196 -96%
WTC
192
WhitTier Trust Company
Nevada
$121 11 – –
RI
193
Ridgewood Investments
New Jersey
$118 11 – –
FCB
194
First Command Bank
Texas
$55 5 – –
FCFS
195
First Command Financial Services
Texas
$55 5 – –
LF
196
Lee Financial
Texas
$45 4 -88 -96%
HNB
197
Huntington National Bank
Ohio
$11 1 – –
NCM
198
Northwest Capital Management
Oregon
$11 1 +1 New
ACB
199
Aristotle Capital Boston
Massachusetts
– – -1,001,300 Closed
HIM
200
Hillsdale Investment Management
Ontario, Canada
– – -385,716 Closed
6 7
8
9 10