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Affirm
AFRM

Overview Fund Activity

229 hedge funds and large institutions have $6.01B invested in Affirm in 2021 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 74 increasing their positions, 27 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+24
Holders Change %
+11.71%
% of All Funds
4%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.33%
New
79
Increased
74
Reduced
27
Closed
53
Calls
$245M
Puts
$109M
Net Calls
+$136M
Net Calls Change
+$78.7M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$487M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$430M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$728M
4
Vanguard Group
Vanguard Group
Pennsylvania
$285M
5
ACA
Abdiel Capital Advisors
New York
$114M

Top Sellers

1
FFVM
Founders Fund V Management
California
$0
2
VS
VK Services
California
$397M
3
ESCM
Echo Street Capital Management
New York
$0
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
5
Viking Global Investors
Viking Global Investors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
151
Stifel Financial
Missouri
$352K +$126K +1,864 +55%
RA
152
Resolute Advisors
California
$337K – – –
ACM
153
ACT Capital Management
Pennsylvania
$337K +$337K +5,000 New
BSW
154
Buckingham Strategic Wealth
Missouri
$334K +$334K +4,953 New
EFS
155
Essex Financial Services
Connecticut
$333K – – –
Macquarie Group
156
Macquarie Group
Australia
$317K – – –
JCM
157
Jag Capital Management
Missouri
$314K -$138K -2,050 -31%
TFS
158
Thoroughbred Financial Services
Tennessee
$305K +$305K +4,525 New
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$280K +$243K +3,611 +664%
EI
160
Ellevest Inc
New York
$270K +$270K +4,005 New
SEC
161
Seven Eight Capital
New York
$257K +$257K +3,812 New
AllianceBernstein
162
AllianceBernstein
Tennessee
$235K +$235K +3,482 New
HFP
163
Holistic Financial Partners
Indiana
$228K +$228K +3,390 New
APA
164
American Portfolios Advisors
New York
$218K +$48.4K +719 +29%
CAN
165
Cetera Advisor Networks
California
$211K +$211K +3,128 New
ECG
166
EPIQ Capital Group
California
$205K +$205K +3,043 New
IDA
167
Intelligence Driven Advisers
California
$202K – – –
EWA
168
Evolution Wealth Advisors
Florida
$183K +$183K +2,712 New
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132K +$3.7K +55 +3%
PO
170
Private Ocean
California
$129K +$129K +1,909 New
TLCM
171
Twin Lakes Capital Management
California
$122K +$122K +1,811 New
SPIA
172
Steward Partners Investment Advisory
New York
$120K -$6.12K -91 -5%
FWM
173
Focused Wealth Management
New York
$117K – – –
WWM
174
Wolff Wiese Magana
California
$86K – – –
AF
175
Advisornet Financial
Minnesota
$69K +$69K +1,029 New
5 6
7
8 9