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Affirm
AFRM

Overview Fund Activity

302 hedge funds and large institutions have $2.05B invested in Affirm in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 87 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-47
Holders Change %
-13.47%
% of All Funds
4.83%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
44
Increased
94
Reduced
87
Closed
85
Calls
$200M
Puts
$327M
Net Calls
-$126M
Net Calls Change
-$155M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$173M
2
Morgan Stanley
2
Morgan Stanley
New York
$283M
3
LUGPI
3
Lightspeed Ultimate General Partner IX
California
$53.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$48.7M
5
Bank of America
5
Bank of America
North Carolina
$30.9M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$237M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.68M
3
BlackRock
3
BlackRock
New York
$104M
4
GGHC
4
Gilder Gagnon Howe & Co
New York
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
176
Sherbrooke Park Advisers
New York
$153K -$1.29M -114,342 -89%
TA
177
Tiedemann Advisors
New York
$152K – – –
GAM
178
Gotham Asset Management
New York
$146K +$146K +12,930 New
Fidelity Investments
179
Fidelity Investments
Massachusetts
$141K -$12M -1,060,595 -99%
SCM
180
Shelton Capital Management
Colorado
$138K – – –
Voloridge Investment Management
181
Voloridge Investment Management
Florida
$134K +$134K +11,916 New
M&T Bank
182
M&T Bank
New York
$133K +$2.97K +264 +2%
BJL
183
Brighton Jones LLC
Washington
$133K +$133K +11,759 New
URS
184
Utah Retirement Systems
Utah
$132K -$303K -26,909 -70%
WRPWM
185
Werba Rubin Papier Wealth Management
California
$130K – – –
KAS
186
Kestra Advisory Services
Texas
$129K +$11.6K +1,026 +10%
DFCM
187
Dark Forest Capital Management
Puerto Rico
$127K +$127K +11,261 New
US Bancorp
188
US Bancorp
Minnesota
$126K +$41.3K +3,665 +49%
PCMC
189
Paragon Capital Management (Colorado)
Colorado
$121K – – –
TCM
190
Tuttle Capital Management
Connecticut
$120K +$120K +10,643 New
Prudential Financial
191
Prudential Financial
New Jersey
$116K +$116K +10,324 New
MTIM
192
Marathon Trading Investment Management
Pennsylvania
$114K +$114K +10,100 New
HPWA
193
Hall Private Wealth Advisors
North Carolina
$113K – – –
GI
194
GAMCO Investors
Connecticut
$113K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
195
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$102K -$696K -61,741 -87%
IA
196
IFP Advisors
Florida
$72.4K -$169K -1,736 -70%
TRCT
197
Tower Research Capital (TRC)
New York
$71K -$255K -22,436 -78%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$69K -$3.05K -271 -4%
AAM
199
Advisors Asset Management
Colorado
$63.5K -$38.5K -3,416 -38%
S
200
SignatureFD
Georgia
$59.7K +$6.64K +589 +13%
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8
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