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Adtran
ADTN

Overview Fund Activity

165 hedge funds and large institutions have $679M invested in Adtran in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 47 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-9
Holders Change %
-5.17%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
69
Reduced
47
Closed
41
Calls
$1.79M
Puts
$1.44M
Net Calls
+$354K
Net Calls Change
-$39K

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$16.1M
2
DCM
2
Divisar Capital Management
California
$12.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$95.6M
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$10.3M
5
BlackRock
5
BlackRock
New York
$140M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$0
2
HRCM
2
Hood River Capital Management
Florida
$0
3
ACM
3
AIGH Capital Management
Maryland
$0
4
BCA
4
Bernzott Capital Advisors
California
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$6.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
Parallel Advisors
California
$6.31K +$5.97K +567 +1,772%
UB
152
UMB Bank
Missouri
$5.77K – – –
HNB
153
Huntington National Bank
Ohio
$4.52K -$9.86K -934 -69%
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$4.13K +$2.78K +264 +206%
HBW
155
Hazlett, Burt & Watson
West Virginia
$3K +$3K +300 New
PVH
156
Psagot Value Holdings
Israel
$2K +$517 +39 +35%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$853 -$39.1K -3,709 -98%
AF
158
Allworth Financial
California
$559 +$559 +53 New
FMII
159
Farmers & Merchants Investments Inc
Nebraska
$527 – – –
FHA
160
First Horizon Advisors
Tennessee
$410 -$1.5K -143 -79%
FGAM
161
Financial Gravity Asset Management
Texas
$399 -$181 -5 -31%
AWM
162
Abound Wealth Management
Tennessee
$295 +$295 +28 New
WHG
163
Westwood Holdings Group
Texas
– -$31.5M -1,985,166 Closed
HRCM
164
Hood River Capital Management
Florida
– -$19.5M -1,229,598 Closed
ACM
165
AIGH Capital Management
Maryland
– -$17.1M -1,079,919 Closed
BCA
166
Bernzott Capital Advisors
California
– -$12M -758,283 Closed
WVP
167
Worth Venture Partners
New Jersey
– -$4.21M -265,692 Closed
DekaBank Deutsche Girozentrale
168
DekaBank Deutsche Girozentrale
Germany
– -$3.69M -238,289 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
169
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$3.46M -217,989 Closed
MIIM
170
Mesirow Institutional Investment Management
Illinois
– -$3.35M -211,395 Closed
RHJA
171
Rice Hall James & Associates
California
– -$2.95M -185,958 Closed
1CM
172
1492 Capital Management
Wisconsin
– -$2.73M -172,248 Closed
OAM
173
Oberweis Asset Management
Illinois
– -$2.08M -131,300 Closed
GCP
174
GSA Capital Partners
United Kingdom
– -$1.78M -112,165 Closed
RCAP
175
Resolute Capital Asset Partners
Colorado
– -$1.59M -100,000 Closed
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7
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