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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 %
AH
251
Allen Holding
New York
$529K +$231K +2,301 +78%
VIA
252
Vident Investment Advisory
Georgia
$527K -$323K -3,211 -38%
WA
253
Winfield Associates
Ohio
$526K +$318K +3,167 +153%
RWA
254
Ropes Wealth Advisors
Massachusetts
$525K +$231K +2,301 +79%
Los Angeles Capital Management
255
Los Angeles Capital Management
California
$525K +$525K +5,220 New
SPIA
256
Steward Partners Investment Advisory
New York
$515K +$341K +3,393 +197%
SIM
257
Spark Investment Management
New York
$492K -$80.3K -800 -14%
DAM
258
Draper Asset Management
New York
$487K +$294K +2,918 +152%
APA
259
American Portfolios Advisors
New York
$486K +$62.7K +624 +15%
AAM
260
Advisors Asset Management
Colorado
$461K +$461K +4,580 New
TFS
261
Thoroughbred Financial Services
Tennessee
$457K – – –
CIBC Private Wealth Group
262
CIBC Private Wealth Group
Georgia
$436K -$23M -228,872 -98%
RCAG
263
Rehmann Capital Advisory Group
Michigan
$430K +$430K +4,276 New
FFA
264
First Foundation Advisors
California
$427K +$20.1K +200 +5%
Franklin Resources
265
Franklin Resources
California
$414K +$414K +4,121 New
AL
266
Aspiriant LLC
California
$413K +$413K +4,106 New
TIS
267
Tortoise Index Solutions
Kansas
$412K -$226K -2,244 -35%
Robeco Institutional Asset Management
268
Robeco Institutional Asset Management
Netherlands
$411K +$411K +4,086 New
AWM
269
Axxcess Wealth Management
California
$394K +$394K +3,914 New
CPIG
270
Chicago Partners Investment Group
Illinois
$386K -$15.1K -346 -4%
HFA
271
HC Financial Advisors
California
$379K -$723K -7,200 -66%
SWM
272
Spire Wealth Management
Virginia
$379K +$339K +3,364 +841%
CAN
273
Cetera Advisor Networks
California
$362K +$23.2K +231 +7%
MTIM
274
Marathon Trading Investment Management
Pennsylvania
$362K +$362K +3,600 New
KAS
275
Kestra Advisory Services
Texas
$360K +$78.2K +778 +28%
9 10
11
12 13