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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$794M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$167M
3
VS
VK Services
California
$711M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
AI
Advent International
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
301
Two Sigma Securities
New York
$272K +$272K +2,707 New
AWM
302
Apollon Wealth Management
South Carolina
$272K +$272K +2,709 New
OAM
303
Occidental Asset Management
California
$266K – – –
KA
304
Kovack Advisors
Florida
$264K +$11.1K +110 +4%
TI
305
Tidal Investments
Wisconsin
$257K +$39.2K +390 +18%
HPWA
306
Hall Private Wealth Advisors
North Carolina
$251K – – –
LFM
307
LGT Fund Management
Liechtenstein
$251K +$251K +2,500 New
PWMG
308
Prestige Wealth Management Group
New Jersey
$248K -$14.1K -140 -5%
William Blair & Company
309
William Blair & Company
Illinois
$247K – – –
MML Investors Services
310
MML Investors Services
Massachusetts
$246K -$6.32K -63 -3%
OC
311
Oppenheimer & Co
New York
$243K +$243K +2,420 New
HCA
312
Harbour Capital Advisors
Virginia
$239K +$239K +2,375 New
Lazard Asset Management
313
Lazard Asset Management
New York
$237K +$237K +2,362 New
NA
314
NewEdge Advisors
Louisiana
$235K +$235K +2,331 New
SGK
315
Steigerwald Gordon & Koch
Virginia
$231K +$231K +2,293 New
MPCG
316
Matrix Private Capital Group
New York
$229K +$37.2K +370 +19%
FA
317
Friess Associates
Delaware
$228K +$228K +2,268 New
AFS
318
AFG Fiduciary Services
Massachusetts
$226K +$226K +2,250 New
Principal Financial Group
319
Principal Financial Group
Iowa
$213K +$213K +2,116 New
EWA
320
Encompass Wealth Advisors
Oregon
$208K +$19.2K +191 +10%
Impax Asset Management Group
321
Impax Asset Management Group
United Kingdom
$202K +$202K +2,012 New
PO
322
Private Ocean
California
$192K -$310K -3,089 -62%
TLCM
323
Twin Lakes Capital Management
California
$182K – – –
WWM
324
Wolff Wiese Magana
California
$131K +$2.42K +24 +2%
HCM
325
Highlander Capital Management
New Jersey
$128K -$62.7K -625 -33%
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