We are live on ! Find out more
CLPT icon

ClearPoint Neuro

60 hedge funds and large institutions have $42M invested in ClearPoint Neuro in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $549K | Put options by funds: $204K

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

10% more capital invested

Capital invested by funds: $38.3M → $42M (+$3.72M)

4.95% more ownership

Funds ownership: 18.68%23.63% (+5%)

2% more funds holding

Funds holding: 5960 (+1)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
20
Reduced
12
Closed
18
Calls
$549K
Puts
$204K
Net Calls
+$345K
Net Calls Change
-$491K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$9.95M +$8.19M +962,892 +234%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.83M +$1.07M +125,667 +11%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$3.1M +$1.75M +205,334 +92%
Brown Advisory
4
Brown Advisory
Maryland
$2.42M
State Street
5
State Street
Massachusetts
$2.22M +$2.03M +238,412 +346%
TFCM
6
Taylor Frigon Capital Management
Arizona
$1.78M +$667K +78,438 +47%
SL
7
Sentinus LLC
Illinois
$1.46M +$426K +50,050 +33%
Northern Trust
8
Northern Trust
Illinois
$1.41M +$1.32M +154,952 +396%
CWM
9
Cahill Wealth Management
Michigan
$1.34M +$184K +21,605 +13%
CM
10
CM Management
Florida
$1.3M +$42.5K +5,000 +3%
PCM
11
Parsons Capital Management
Rhode Island
$769K +$80K +9,400 +10%
Citadel Advisors
12
Citadel Advisors
Florida
$752K +$255K +29,976 +41%
Morgan Stanley
13
Morgan Stanley
New York
$503K -$219K -25,803 -27%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$496K -$8.76K -1,030 -1%
Charles Schwab
15
Charles Schwab
California
$454K +$446K +52,401 +505%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$442K +$429K +50,442 +473%
Wells Fargo
17
Wells Fargo
California
$386K +$452K +53,174 +29,873%
JP Morgan Chase
18
JP Morgan Chase
New York
$366K +$122K +14,356 +40%
LG
19
Lane Generational
Massachusetts
$339K +$398K +46,760 New
UBS Group
20
UBS Group
Switzerland
$315K +$93.8K +11,023 +34%
MC
21
Mayo Clinic
Minnesota
$276K
SAM
22
Silvercrest Asset Management
New York
$258K
Millennium Management
23
Millennium Management
New York
$257K -$1.7M -200,270 -85%
N
24
Nuveen
North Carolina
$230K +$270K +31,795 New
LPL Financial
25
LPL Financial
California
$213K +$24.9K +2,925 +11%

CLPT Hedge Fund Activity: Q2 2023 in Review

60 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ClearPoint Neuro (CLPT) for Q2 2023, worth a combined $42M — up 9.7% from $38.3M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CLPT positions and 18 closed out — a net gain of 1 holder — while 20 added to existing stakes and 12 trimmed.

The largest buyer was BlackRock, adding an estimated $8.19M. The largest seller was Millennium Management, cutting an estimated $1.7M.

  • 60 institutional investors held ClearPoint Neuro (CLPT) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $42M of ClearPoint Neuro stock for Q2 2023, up 9.7% quarter-over-quarter.
  • 19 funds opened new ClearPoint Neuro positions in Q2 2023 and 18 closed out, a net change of +1 holder.
  • The largest ClearPoint Neuro buyer in Q2 2023 was BlackRock, an estimated $8.19M added.
  • The largest ClearPoint Neuro seller in Q2 2023 was Millennium Management, an estimated $1.7M sold.

Based on aggregated 13F filings for Q2 2023.