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Confluent
CFLT

Overview Fund Activity

343 hedge funds and large institutions have $5.73B invested in Confluent in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 116 increasing their positions, 94 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+35
Holders Change %
+11.36%
% of All Funds
5.47%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
80
Increased
116
Reduced
94
Closed
45
Calls
$151M
Puts
$95.4M
Net Calls
+$56M
Net Calls Change
-$67.7M

Top Buyers

1
Tiger Global Management
Tiger Global Management
New York
$154M
2
Vanguard Group
Vanguard Group
Pennsylvania
$546M
3
BlackRock
BlackRock
New York
$364M
4
Viking Global Investors
Viking Global Investors
Connecticut
$58.7M
5
Amundi
Amundi
France
$105M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$329M
3
Millennium Management
Millennium Management
New York
$33.4M
4
AM
Atreides Management
Massachusetts
$89.2M
5
Morgan Stanley
Morgan Stanley
New York
$51M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
301
First Horizon Advisors
Tennessee
$7.55K +$1.21K +41 +19%
TFGT
302
TS Financial Group (TSFG)
Illinois
$7K – – –
LC
303
Lindbrook Capital
California
$5.98K – – –
SWM
304
Spire Wealth Management
Virginia
$5.92K -$2.37K -80 -29%
GWSG
305
GPS Wealth Strategies Group
Colorado
$4.15K – – –
VCM
306
Versant Capital Management
Arizona
$4.09K – – –
AF
307
Allworth Financial
California
$3.82K +$118 +4 +3%
TWC
308
TD Waterhouse Canada
Ontario, Canada
$3.48K +$3.48K +86 New
NS
309
NBC Securities
Alabama
$3K +$3K +117 New
FAM
310
Flaharty Asset Management
Florida
$2.96K +$2.96K +100 New
HI
311
Harbour Investments
Wisconsin
$2.04K – – –
AW
312
Avion Wealth
Texas
$2K – – –
TSWM
313
Tyler-Stone Wealth Management
Ohio
$2K – – –
KFS
314
Kelly Financial Services
Massachusetts
$1.84K +$1.84K +62 New
BBPWM
315
Blue Bell Private Wealth Management
Pennsylvania
$1.48K – – –
BWL
316
Bogart Wealth LLC
Virginia
$1.48K – – –
RA
317
Rise Advisors
New York
$1.48K – – –
MA
318
Montag & Associates
Georgia
$1.33K – – –
SHIM
319
Stone House Investment Management
Pennsylvania
$1.24K +$1.24K +42 New
HFM
320
Harvest Fund Management
China
$1K -$88.1K -2,026 -99%
CAM
321
ClariVest Asset Management
California
$1K – – –
AF
322
Advisornet Financial
Minnesota
$888 +$148 +5 +20%
PFBT
323
Parkside Financial Bank & Trust
Missouri
$830 -$12.5K -422 -94%
NSG
324
Nalls Sherbakoff Group
Tennessee
$682 – – –
AFG
325
Albion Financial Group
Utah
$622 -$267 -9 -30%
11 12
13
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