We are live on ! Find out more
CELH icon

Celsius Holdings
CELH

523 hedge funds and large institutions have $8B invested in Celsius Holdings in 2023 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 173 increasing their positions, 154 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 58

70% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $665M

21% more funds holding

Funds holding: 431 → 523 (+92)

12% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 154

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (0)

0% less capital invested

Capital invested by funds: $8.02B → $8B (-$13.8M)

120.42% less ownership

Funds ownership: 183.77% → 63.35% (-120%)

Holders
523
Holders Change
+92
Holders Change %
+21.35%
% of All Funds
7.63%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
157
Increased
173
Reduced
154
Closed
58
Calls
$1.13B
Puts
$665M
Net Calls
+$464M
Net Calls Change
+$99.3M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$664M
2
Artisan Partners
Artisan Partners
Wisconsin
+$99M
3
BlackRock
BlackRock
New York
+$74.5M
4
Ameriprise
Ameriprise
Minnesota
+$64.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$63.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$311M
2
American Century Companies
American Century Companies
Missouri
-$78.6M
3
Two Sigma Investments
Two Sigma Investments
New York
-$70M
4
DCM
Driehaus Capital Management
Illinois
-$68.7M
5
Millennium Management
Millennium Management
New York
-$66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$891M -$311M -5,834,456 -26%
BlackRock
2
BlackRock
New York
$791M +$74.5M +1,396,400 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$749M -$42.3M -793,325 -5%
JP Morgan Chase
4
JP Morgan Chase
New York
$698M +$664M +12,431,750 +3,342%
State Street
5
State Street
Massachusetts
$261M +$35.2M +660,300 +16%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$185M +$7.08M +132,622 +4%
Invesco
7
Invesco
Georgia
$184M -$6.59M -123,413 -4%
Morgan Stanley
8
Morgan Stanley
New York
$175M +$62.5M +1,171,033 +57%
EAM
9
Eagle Asset Management
Florida
$161M -$6.1M -114,342 -4%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$152M +$63.9M +1,196,718 +75%
Capital International Investors
11
Capital International Investors
California
$144M – – –
Marshall Wace
12
Marshall Wace
United Kingdom
$143M -$34.4M -643,904 -20%
Kayne Anderson Rudnick Investment Management
13
Kayne Anderson Rudnick Investment Management
California
$142M +$1.68M +31,426 +1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$137M +$7.56M +141,627 +6%
Ameriprise
15
Ameriprise
Minnesota
$116M +$64.8M +1,214,028 +132%
SIMG
16
Stephens Investment Management Group
Texas
$113M -$2.28M -42,633 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$102M +$31.1M +582,792 +45%
Artisan Partners
18
Artisan Partners
Wisconsin
$101M +$99M +1,854,661 New
AllianceBernstein
19
AllianceBernstein
Tennessee
$97M +$6.31M +118,205 +7%
Norges Bank
20
Norges Bank
Norway
$85.1M -$5.33M -99,818 -6%
American Century Companies
21
American Century Companies
Missouri
$80.3M -$78.6M -1,472,515 -50%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$77.5M +$44.9M +840,946 +145%
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$76.5M -$20.7M -387,800 -22%
Victory Capital Management
24
Victory Capital Management
Texas
$72.4M +$41.5M +776,904 +141%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$64.9M -$1.1M -20,562 -2%
1
2 3 4 5

CELH Hedge Fund Activity: Q4 2023 in Review

523 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Celsius Holdings (CELH) for Q4 2023, worth a combined $8B — down 0.17% from $8.02B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new CELH positions and 58 closed out — a net gain of 99 holders — while 173 added to existing stakes and 154 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $664M. The largest seller was Fidelity Investments, cutting an estimated $311M.

  • 523 institutional investors held Celsius Holdings (CELH) as of Q4 2023, up from 431 in Q3 2023.
  • Funds reported $8B of Celsius Holdings stock for Q4 2023, down 0.17% quarter-over-quarter.
  • 157 funds opened new Celsius Holdings positions in Q4 2023 and 58 closed out, a net change of +99 holders.
  • The largest Celsius Holdings buyer in Q4 2023 was JP Morgan Chase, an estimated $664M added.
  • The largest Celsius Holdings seller in Q4 2023 was Fidelity Investments, an estimated $311M sold.

Based on aggregated 13F filings for Q4 2023.