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Analog Devices
ADI

Overview Fund Activity

1,524 hedge funds and large institutions have $85.3B invested in Analog Devices in 2023 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 562 increasing their positions, 570 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,524
Holders Change
-3
Holders Change %
-0.2%
% of All Funds
24.03%
Holding in Top 10
63
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-21.25%
% of All Funds
0.99%
New
131
Increased
562
Reduced
570
Closed
124
Calls
$967M
Puts
$987M
Net Calls
-$20.2M
Net Calls Change
-$37.8M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$413M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$404M
3
FCM
Farallon Capital Management
California
+$404M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$317M
5
Goldman Sachs
Goldman Sachs
New York
+$195M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$913M
2
Amundi
Amundi
France
-$314M
3
Bank of America
Bank of America
North Carolina
-$306M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$264M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
1001
Baker Tilly Wealth Management
Wisconsin
$473K -$27.5K -141 -5%
GAAM
1002
Guinness Atkinson Asset Management
California
$472K +$54.4K +279 +13%
AAM
1003
Aureus Asset Management
Massachusetts
$471K -$17.1K -88 -4%
ISWM
1004
Independent Solutions Wealth Management
New York
$470K +$163K +838 +53%
PA
1005
Probity Advisors
Texas
$469K +$469K +2,408 New
IA
1006
Inspire Advisors
Idaho
$469K +$53.8K +276 +13%
WA
1007
Wealth Alliance
New York
$468K +$43.4K +223 +10%
PWP
1008
Phillips Wealth Planners
Mississippi
$467K +$231K +1,186 +98%
SWM
1009
Spire Wealth Management
Virginia
$466K -$26.3K -135 -5%
FCB
1010
First County Bank
Connecticut
$465K -$41.9K -215 -8%
KWM
1011
Kolinsky Wealth Management
New Jersey
$464K -$89.8K -474 -16%
IFU
1012
iSAM Funds (UK)
United Kingdom
$463K +$250K +1,284 +118%
HTC
1013
Haverford Trust Company
Pennsylvania
$459K +$24.4K +125 +6%
VVP
1014
Venture Visionary Partners
Ohio
$459K +$140K +721 +44%
OBWP
1015
O'Brien Wealth Partners
Massachusetts
$458K -$2.34K -12 -0.5%
GA
1016
Geller Advisors
New York
$457K +$457K +2,347 New
PWLP
1017
Prio Wealth Limited Partnership
Massachusetts
$454K – – –
CSS
1018
Cubist Systematic Strategies
Connecticut
$452K -$1.61M -8,240 -78%
MPW
1019
MA Private Wealth
California
$452K +$1.56K +8 +0.3%
WP
1020
WealthSource Partners
California
$448K -$138K -710 -24%
NP
1021
NorthRock Partners
Minnesota
$447K +$99.4K +510 +29%
DDPIC
1022
Deroy & Devereaux Private Investment Counsel
Michigan
$446K – – –
EWA
1023
EverSource Wealth Advisors
Alabama
$444K +$62.3K +320 +16%
SAM
1024
Seelaus Asset Management
New Jersey
$442K – – –
SC
1025
Solstein Capital
California
$440K +$19.9K +102 +5%
39 40
41
42 43