We are live on
!
Find out more
ChargePoint
CHPT
CHPT
380 hedge funds and large institutions have $787M invested in ChargePoint in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 90 reducing their positions, and 55 closing their positions.
New
Increased
Maintained
Reduced
Closed
53% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 90
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
0.13% less ownership
Funds ownership: 2.33% → 2.2% (-0.13%)
4% less funds holding
Funds holding: 394 → 380 (-14)
22% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 55
36% less call options, than puts
Call options by funds: $157M | Put options by funds: $244M
46% less capital invested
Capital invested by funds: $1.45B → $787M (-$660M)
Holders
380
Holders Change
-14
Holders Change %
-3.55%
% of All Funds
6.03%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
43
Increased
138
Reduced
90
Closed
55
Calls
$157M
Puts
$244M
Net Calls
-$87.6M
Net Calls Change
-$190M
Top Buyers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$14.8M |
| 3 |
BlackRock
New York
|
+$10.9M |
| 4 |
Holocene Advisors
New York
|
+$9.18M |
| 5 |
Morgan Stanley
New York
|
+$7.71M |
Top Sellers
| 1 |
LC
Linse Capital
San Juan,
Puerto Rico
|
-$73.6M |
| 2 |
Goldman Sachs
New York
|
-$20.3M |
| 3 |
LCMP
Linse Capital Management PR
San Juan,
Puerto Rico
|
-$13.5M |
| 4 |
Jane Street
New York
|
-$9.1M |
| 5 |
Handelsbanken Fonder
Stockholm,
Sweden
|
-$8.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAS
426
Coppell Advisory Solutions
Coppell,
Texas
| – | -$3.48K | -20 | Closed |
|
|
PTC
427
Private Trust Company
Cleveland,
Ohio
| – | -$2.64K | -15 | Closed |
|
|
SF
428
Safeguard Financial
Minocqua,
Wisconsin
| – | -$1K | -11 | Closed |
|
|
RMA
429
Roffman Miller Associates
Philadelphia,
Pennsylvania
| – | -$1.76K | -10 | Closed |
|
|
VF
430
VitalStone Financial
Shavano Park,
Texas
| – | -$870 | -6 | Closed |
|
|
CWA
431
Clearview Wealth Advisors
Salem,
Oregon
| – | -$941 | -5 | Closed |
|
|
RI
432
Ridgewood Investments
Springfield,
New Jersey
| – | -$765 | -4 | Closed |
|
|
FA
433
Fiduciary Alliance
Greenville,
South Carolina
| – | -$193 | -1 | Closed |
|
434
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$88 | -1 | Closed |
|
|
GI
435
Gradient Investments
Arden Hills,
Minnesota
| – | -$88 | -1 | Closed |
|
|
FGAM
436
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$54 | – | – |
|
|
NMG
437
New Millennium Group
Sandy,
Utah
| – | -$35 | – | – |
|