We are live on ! Find out more

235 hedge funds and large institutions have $1.74B invested in Adeia in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 82 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $3.11M | Put options by funds: $975K

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

11% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 74

9% more funds holding

Funds holding: 215235 (+20)

2% less capital invested

Capital invested by funds: $1.78B → $1.74B (-$39.9M)

4.39% less ownership

Funds ownership: 337.21%332.82% (-4.4%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
235
Holders Change
+20
Holders Change %
+9.3%
% of All Funds
3.62%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
41
Increased
82
Reduced
74
Closed
19
Calls
$3.11M
Puts
$975K
Net Calls
+$2.14M
Net Calls Change
-$439K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
201
TD Capital Management
Tennessee
$5K
TWA
202
TCI Wealth Advisors
Arizona
$5K +$264 +53 +5%
S
203
SignatureFD
Georgia
$4K -$398 -80 -10%
PA
204
Parallel Advisors
California
$4K +$1.43K +287 +67%
C
205
Covestor
United Kingdom
$4K +$3.58K +718 New
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.89K +782 New
Simplex Trading
207
Simplex Trading
Illinois
$4K +$4.83K +971 New
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$3K -$1.77K -355 -41%
FEG
209
Financial Enhancement Group
Indiana
$3K
MAM
210
McCarthy Asset Management
California
$3K
SWM
211
Spire Wealth Management
Virginia
$3K +$847 +170 +40%
EWA
212
EverSource Wealth Advisors
Alabama
$3K +$2.6K +522 New
LF
213
Lee Financial
Texas
$3K +$3.22K +646 New
FHA
214
First Horizon Advisors
Tennessee
$3K +$3.39K +680 +1,789%
BL
215
Bleichroeder LP
New York
$2K
GWM
216
Geneos Wealth Management
Colorado
$2K
PFGIA
217
Patriot Financial Group Insurance Agency
Massachusetts
$2K
TFO
218
Tarbox Family Office
California
$2K
VCM
219
Versant Capital Management
Arizona
$1K -$2.45K -492 -75%
BIA
220
Bell Investment Advisors
California
$1K -$110 -22 -8%
AF
221
Allworth Financial
California
$1K
LCM
222
Logan Capital Management
Pennsylvania
$1K
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$1K +$812 +163 New
VRS
224
Virginia Retirement Systems
Virginia
$238 +$237K +47,628 New
ACM
225
Absolute Capital Management
Pennsylvania
$227 +$224 +45 New

ADEA Hedge Fund Activity: Q4 2021 in Review

235 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Adeia (ADEA) for Q4 2021, worth a combined $1.74B — down 2.2% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ADEA positions and 19 closed out — a net gain of 22 holders — while 82 added to existing stakes and 74 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.26M. The largest seller was Fidelity Investments, cutting an estimated $28.3M.

  • 235 institutional investors held Adeia (ADEA) as of Q4 2021, up from 215 in Q3 2021.
  • Funds reported $1.74B of Adeia stock for Q4 2021, down 2.2% quarter-over-quarter.
  • 41 funds opened new Adeia positions in Q4 2021 and 19 closed out, a net change of +22 holders.
  • The largest Adeia buyer in Q4 2021 was JP Morgan Chase, an estimated $6.26M added.
  • The largest Adeia seller in Q4 2021 was Fidelity Investments, an estimated $28.3M sold.

Based on aggregated 13F filings for Q4 2021.