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196 hedge funds and large institutions have $1.18B invested in Adeia in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 67

2% more capital invested

Capital invested by funds: $1.16B → $1.18B (+$23.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.44% less ownership

Funds ownership: 98.53%97.08% (-1.4%)

4% less funds holding

Funds holding: 204196 (-8)

21% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 28

Holders
196
Holders Change
-8
Holders Change %
-3.92%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
73
Reduced
67
Closed
28
Calls
$311K
Puts
Net Calls
+$311K
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$1K
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$963 -$107K -9,768 -99%
FFA
178
Frazier Financial Advisors
Ohio
$951 -$3.85K -353 -81%
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
$861 +$840 +77 New
FMII
180
Farmers & Merchants Investments Inc
Nebraska
$805
RIL
181
Rothschild Investment LLC
Illinois
$727 +$600 +55 +550%
A
182
AlphaQuest
New York
$570
GC
183
Gould Capital
Washington
$559
FFA
184
Farther Finance Advisors
California
$504
GRP
185
Global Retirement Partners
California
$391
LC
186
Lindbrook Capital
California
$391
LCM
187
Logan Capital Management
Pennsylvania
$380
AssetMark Inc
188
AssetMark Inc
California
$280
PCFFS
189
Pacific Center for Financial Services
California
$191
ECM
190
Everence Capital Management
Indiana
$145
WTC
191
WhitTier Trust Company
Nevada
$122
RI
192
Ridgewood Investments
New Jersey
$120 +$120 +11 New
Jones Financial Companies
193
Jones Financial Companies
Missouri
$22 +$22 +2 New
HNB
194
Huntington National Bank
Ohio
$11
NCM
195
Northwest Capital Management
Oregon
$11
Arrowstreet Capital
196
Arrowstreet Capital
Massachusetts
-$1.05M -95,950 Closed
TPSF
197
Texas Permanent School Fund
Texas
-$1.02M -93,797 Closed
AIG
198
American International Group
New York
-$630K -57,730 Closed
Mirae Asset Global Investments
199
Mirae Asset Global Investments
South Korea
-$372K -44,483 Closed
Balyasny Asset Management
200
Balyasny Asset Management
Illinois
-$423K -38,722 Closed