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Affirm
AFRM

Overview Fund Activity

434 hedge funds and large institutions have $14.3B invested in Affirm in 2021 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 145 increasing their positions, 79 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+98
Holders Change %
+29.17%
% of All Funds
6.7%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.4%
New
168
Increased
145
Reduced
79
Closed
67
Calls
$1.82B
Puts
$1.23B
Net Calls
+$593M
Net Calls Change
-$371M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.47B
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$1.64B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.95B
4
Morgan Stanley
4
Morgan Stanley
New York
$817M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$258M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$794M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$167M
3
VS
3
VK Services
California
$711M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
AI
5
Advent International
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
226
Iconiq Capital
California
$699K +$3.22K +32 +0.5%
LNC
227
Lincoln National Corp
Pennsylvania
$697K +$287K +2,855 +70%
EGM
228
Engineers Gate Manager
New York
$687K +$687K +6,829 New
Verition Fund Management
229
Verition Fund Management
Connecticut
$685K +$685K +6,815 New
KBC Group
230
KBC Group
Belgium
$649K +$649K +6,453 New
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$646K +$24.9K +248 +4%
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$639K +$75.1K +747 +13%
PWM
233
Perigon Wealth Management
California
$632K +$632K +6,280 New
CIM
234
CIM Investment Management
Pennsylvania
$628K -$330K -3,286 -34%
XS
235
XR Securities
Illinois
$623K +$209K +2,084 +51%
Truist Financial
236
Truist Financial
North Carolina
$618K +$255K +2,534 +70%
LCH
237
Lee Capital Holdings
New York
$615K +$615K +6,115 New
BRWA
238
B. Riley Wealth Advisors
Florida
$614K -$155K -1,537 -20%
RA
239
Resolute Advisors
California
$607K – – –
EFS
240
Essex Financial Services
Connecticut
$602K +$20.1K +200 +3%
SMDAM
241
Sumitomo Mitsui DS Asset Management
Japan
$588K +$588K +5,857 New
Temasek Holdings
242
Temasek Holdings
Singapore
$587K -$27.4M -272,647 -98%
GC
243
Guggenheim Capital
Illinois
$583K +$583K +5,797 New
BSW
244
Buckingham Strategic Wealth
Missouri
$573K +$79.7K +792 +16%
Mercer Global Advisors
245
Mercer Global Advisors
Colorado
$564K -$117K -1,162 -17%
ASN
246
Advisory Services Network
Georgia
$554K -$157K -1,557 -22%
PAG
247
Private Advisor Group
New Jersey
$553K -$97.3K -968 -15%
Nordea Investment Management
248
Nordea Investment Management
Sweden
$550K +$550K +5,244 New
FIA
249
Foundations Investment Advisors
Arizona
$542K +$542K +6,883 New
CIBC World Market
250
CIBC World Market
Ontario, Canada
$535K -$1.21M -12,015 -69%
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