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Affirm
AFRM

Overview Fund Activity

336 hedge funds and large institutions have $13.2B invested in Affirm in 2021 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 78 increasing their positions, 70 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+107
Holders Change %
+46.72%
% of All Funds
5.9%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
150
Increased
78
Reduced
70
Closed
39
Calls
$1.9B
Puts
$932M
Net Calls
+$964M
Net Calls Change
+$829M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.2B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$861M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$549M
4
Morgan Stanley
Morgan Stanley
New York
+$396M
5
MCM
Melvin Capital Management
New York
+$381M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$281M
2
DCP
Durable Capital Partners
Maryland
-$268M
3
TCMNY
Thrive Capital Management (New York)
New York
-$265M
4
MCM
Moore Capital Management
New York
-$191M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
301
Geneos Wealth Management
Colorado
$11K – – –
PCH
302
Polar Capital Holdings
United Kingdom
$9.93K +$9.93K +83,315 New
WIM
303
Westside Investment Management
California
$9.6K -$6.62K -1,029 -41%
ST
304
Smithfield Trust
Pennsylvania
$9K +$9K +75 New
HPC
305
HM Payson & Co
Maine
$8K -$4.34K -38 -35%
AWM
306
AllSquare Wealth Management
New York
$8K – – –
GAM
307
Gemmer Asset Management
California
$7K – – –
CA
308
Clearstead Advisors
Ohio
$7K +$7K +55 New
RIM
309
Rockbridge Investment Management
New York
$7K +$7K +56 New
MIFH
310
Migdal Insurance & Financial Holdings
Israel
$7K +$7K +62 New
CFA
311
Carroll Financial Associates
North Carolina
$7K +$7K +62 New
MA
312
MCF Advisors
Kentucky
$6K -$6K -50 -50%
TCM
313
Tradewinds Capital Management
Washington
$6K – – –
BCM
314
Blume Capital Management
California
$6K – – –
CA
315
Centerpoint Advisors
Massachusetts
$6K – – –
MCM
316
Manchester Capital Management
Vermont
$6K +$1.35K +11 +29%
PFGIA
317
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$6K +50 New
LJHT
318
Laurie J. Hall Trustee
$6K +$6K +50 New
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +50 New
ADL
320
Asset Dedication LLC
California
$5K – – –
AWM
321
Atticus Wealth Management
Florida
$5K – – –
LWCFA
322
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K +$5K +40 New
HI
323
Hudock Inc
Pennsylvania
$4K -$1.2K -12 -23%
VNA
324
Valley National Advisers
Pennsylvania
$4K +$4K +36 New
FF
325
FourThought Financial
Florida
$4K +$4K +40 New
11 12
13
14 15