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Affirm
AFRM

Overview Fund Activity

308 hedge funds and large institutions have $2.73B invested in Affirm in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 80 increasing their positions, 96 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
4.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
55
Increased
80
Reduced
96
Closed
47
Calls
$248M
Puts
$212M
Net Calls
+$36.5M
Net Calls Change
+$163M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$35.3M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$32.6M
3
Morgan Stanley
Morgan Stanley
New York
$409M
4
Capital World Investors
Capital World Investors
California
$257M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$16M

Top Sellers

1
LUGPI
Lightspeed Ultimate General Partner IX
California
$0
2
Citadel Advisors
Citadel Advisors
Florida
$25.2M
3
Bank of America
Bank of America
North Carolina
$11.7M
4
GC
GGV Capital
California
$0
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
201
Teza Capital Management
Illinois
$174K -$487K -31,770 -74%
PCMC
202
Paragon Capital Management (Colorado)
Colorado
$165K – – –
SFA
203
Sequoia Financial Advisors
Ohio
$158K +$158K +10,282 New
Prudential Financial
204
Prudential Financial
New Jersey
$157K -$1.38K -90 -0.9%
Janney Montgomery Scott
205
Janney Montgomery Scott
Pennsylvania
$155K +$155K +10,120 New
GI
206
GAMCO Investors
Connecticut
$153K – – –
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$148K -$985K -58,417 -87%
Macquarie Group
208
Macquarie Group
Australia
$103K -$8.97M -585,175 -99%
GGHC
209
Gilder Gagnon Howe & Co
New York
$95.2K +$95.2K +6,211 New
FDCDDQ
210
Federation des caisses Desjardins du Quebec
Quebec, Canada
$92.4K +$26.8K +1,750 +41%
S
211
SignatureFD
Georgia
$89.7K +$8.49K +554 +10%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$88K -$5.64K -370 -6%
KSWA
213
Kathleen S. Wright Associates
Pennsylvania
$87.8K +$14.8K +966 +20%
AAM
214
Advisors Asset Management
Colorado
$68.9K -$17.5K -1,142 -20%
MIM
215
MetLife Investment Management
New Jersey
$66K -$4.19K -273 -6%
YDMI
216
Y.D. More Investments
Israel
$60.5K -$5.34K -348 -8%
IA
217
IFP Advisors
Florida
$50.3K +$38.9K +2,536 +340%
AF
218
Advisornet Financial
Minnesota
$46.9K -$690 -45 -1%
EWA
219
EverSource Wealth Advisors
Alabama
$46.8K -$15.3K -1,000 -25%
PA
220
Parallel Advisors
California
$45.1K +$12K +786 +36%
ETC
221
Exchange Traded Concepts
Oklahoma
$39.2K +$39.2K +2,554 New
AIM
222
Arcadia Investment Management
Michigan
$38.3K -$23K -1,500 -38%
WIM
223
Westside Investment Management
California
$29.8K – – –
AIG
224
American International Group
New York
$29.7K -$4.42K -288 -13%
PO
225
Private Ocean
California
$29.3K – – –
7 8
9
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