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TopBuild

475 hedge funds and large institutions have $11.5B invested in TopBuild in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 149 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
+42
Holders Change %
+9.7%
% of All Funds
6.96%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
95
Increased
149
Reduced
171
Closed
48
Calls
$52.2M
Puts
$37.8M
Net Calls
+$14.4M
Net Calls Change
+$17.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
376
Spire Wealth Management
Virginia
$151K +$4.11K +11 +3%
IWA
377
Icon Wealth Advisors
Texas
$133K +$133K +356 New
HIIFS
378
Harel Insurance Investments & Financial Services
Israel
$128K +$128K +340 New
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$116K -$57.1K -152 -33%
PS
380
Planned Solutions
California
$112K +$112K +300 New
FDCDDQ
381
Federation des caisses Desjardins du Quebec
Quebec, Canada
$110K -$2.99K -8 -3%
NFSG
382
Newbridge Financial Services Group
Florida
$98.8K +$94.7K +253 +2,300%
AA
383
Ancora Advisors
Ohio
$94.7K
CFGS
384
Concourse Financial Group Securities
Alabama
$92.4K +$749 +2 +0.8%
SPIA
385
Steward Partners Investment Advisory
New York
$84.2K
FHA
386
First Horizon Advisors
Tennessee
$77.1K
CJ
387
Caitlin John
Michigan
$60.6K +$60.6K +162 New
Nomura Asset Management
388
Nomura Asset Management
Japan
$59.5K
EC
389
EntryPoint Capital
New York
$57.3K +$57.3K +153 New
KI
390
Kapitalo Investimentos
Brazil
$55.8K -$542K -1,447 -91%
BCMLT
391
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.8K
PIM
392
Plato Investment Management
Australia
$49.8K +$49.8K +133 New
Northwestern Mutual Wealth Management
393
Northwestern Mutual Wealth Management
Wisconsin
$49.4K +$13.8K +37 +39%
LFA
394
LGT Financial Advisors
Texas
$49K
FFA
395
Farther Finance Advisors
California
$47.9K +$11.2K +30 +31%
CAS
396
Coppell Advisory Solutions
Texas
$43.4K +$43.4K +116 New
GIA
397
GHP Investment Advisors
Colorado
$41.5K
NFA
398
Northwest Financial Advisors
Virginia
$41.2K +$41.2K +110 New
SAM
399
Smartleaf Asset Management
Massachusetts
$40.8K +$40.8K +109 New
NA
400
NewEdge Advisors
Louisiana
$40K +$38.6K +103 +2,575%