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Adtran
ADTN

Overview Fund Activity

169 hedge funds and large institutions have $471M invested in Adtran in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+4
Holders Change %
+2.42%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
59
Reduced
59
Closed
27
Calls
$1.09M
Puts
$994K
Net Calls
+$92K
Net Calls Change
–

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$26.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.7M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$8.36M
4
DCM
4
Divisar Capital Management
California
$22.4M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$6.95M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$9.17M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$56.7M
4
RA
4
Royce & Associates
New York
$0
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
101
Sierra Summit Advisors
Nevada
$219K +$219K +29,811 New
RJA
102
Raymond James & Associates
Florida
$208K -$6.47K -882 -3%
AB
103
Amalgamated Bank
New York
$198K -$21.3K -2,905 -10%
MSRPS
104
Maryland State Retirement & Pension System
Maryland
$191K – – –
LCM
105
Landscape Capital Management
New Jersey
$191K +$191K +25,980 New
Creative Planning
106
Creative Planning
Kansas
$179K +$78K +10,630 +77%
TRCT
107
Tower Research Capital (TRC)
New York
$178K +$148K +20,141 +498%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$176K -$175K -23,904 -50%
BHCM
109
Brevan Howard Capital Management
Jersey
$167K +$167K +22,764 New
TRSOTSOK
110
Teachers Retirement System of the State of Kentucky
Kentucky
$167K – – –
CANY
111
Caxton Associates (New York)
New York
$165K -$891K -121,323 -84%
Voloridge Investment Management
112
Voloridge Investment Management
Florida
$164K -$257K -35,007 -61%
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$164K – – –
NYLIM
114
New York Life Investment Management
New York
$158K -$6.61K -901 -4%
ASRS
115
Arizona State Retirement System
Arizona
$153K -$2.79K -380 -2%
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$152K -$2.94K -400 -2%
CMF
117
Counterpoint Mutual Funds
California
$138K +$138K +18,801 New
Verition Fund Management
118
Verition Fund Management
Connecticut
$128K -$198K -27,026 -61%
Point72 Asset Management
119
Point72 Asset Management
Connecticut
$127K +$127K +17,300 New
Stifel Financial
120
Stifel Financial
Missouri
$124K -$15 -2 -0%
AC
121
AXQ Capital
New Jersey
$120K +$120K +16,400 New
VCG
122
Vantage Consulting Group
Virginia
$118K +$118K +16,113 New
SPA
123
Sherbrooke Park Advisers
New York
$114K +$114K +15,537 New
MM
124
MQS Management
New York
$112K +$112K +15,287 New
COPPSERS
125
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$112K -$235K -32,042 -68%
3 4
5
6 7