We are live on ! Find out more
CLPT icon

ClearPoint Neuro

63 hedge funds and large institutions have $29.8M invested in ClearPoint Neuro in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

793% more call options, than puts

Call options by funds: $545K | Put options by funds: $61K

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

5% more funds holding

Funds holding: 6063 (+3)

0.5% more ownership

Funds ownership: 23.63%24.13% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

29% less capital invested

Capital invested by funds: $42M → $29.8M (-$12.2M)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
16
Reduced
12
Closed
8
Calls
$545K
Puts
$61K
Net Calls
+$484K
Net Calls Change
+$139K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$6.83M -$56.8K -9,542 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.39M +$332K +55,784 +5%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$2.27M +$156K +26,192 +6%
TFCM
4
Taylor Frigon Capital Management
Arizona
$1.77M +$639K +107,441 +44%
Brown Advisory
5
Brown Advisory
Maryland
$1.67M -$1.31K -220 -0.1%
State Street
6
State Street
Massachusetts
$1.64M +$118K +19,900 +6%
CM
7
CM Management
Florida
$1M +$119K +20,000 +11%
Northern Trust
8
Northern Trust
Illinois
$951K -$25.9K -4,349 -2%
CWM
9
Cahill Wealth Management
Michigan
$942K +$15.5K +2,609 +1%
LG
10
Lane Generational
Massachusetts
$750K +$613K +103,019 +220%
Morgan Stanley
11
Morgan Stanley
New York
$595K +$293K +49,156 +71%
PCM
12
Parsons Capital Management
Rhode Island
$532K
Citadel Advisors
13
Citadel Advisors
Florida
$432K -$105K -17,706 -17%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$343K
BCM
15
Bridgeway Capital Management
Texas
$336K +$399K +66,992 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$316K +$11.5K +1,932 +3%
Charles Schwab
17
Charles Schwab
California
$314K
Goldman Sachs
18
Goldman Sachs
New York
$237K +$281K +47,282 New
JP Morgan Chase
19
JP Morgan Chase
New York
$209K -$52.2K -8,770 -17%
UBS Group
20
UBS Group
Switzerland
$198K -$23.7K -3,988 -9%
MC
21
Mayo Clinic
Minnesota
$191K
SAM
22
Silvercrest Asset Management
New York
$179K
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$165K +$168K +28,196 New
N
24
Nuveen
North Carolina
$159K
LPL Financial
25
LPL Financial
California
$158K +$11.9K +2,000 +7%

CLPT Hedge Fund Activity: Q3 2023 in Review

63 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ClearPoint Neuro (CLPT) for Q3 2023, worth a combined $29.8M — down 29% from $42M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CLPT positions and 8 closed out — a net gain of 4 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was Taylor Frigon Capital Management, adding an estimated $639K. The largest seller was Wells Fargo, cutting an estimated $290K.

  • 63 institutional investors held ClearPoint Neuro (CLPT) as of Q3 2023, up from 60 in Q2 2023.
  • Funds reported $29.8M of ClearPoint Neuro stock for Q3 2023, down 29% quarter-over-quarter.
  • 12 funds opened new ClearPoint Neuro positions in Q3 2023 and 8 closed out, a net change of +4 holders.
  • The largest ClearPoint Neuro buyer in Q3 2023 was Taylor Frigon Capital Management, an estimated $639K added.
  • The largest ClearPoint Neuro seller in Q3 2023 was Wells Fargo, an estimated $290K sold.

Based on aggregated 13F filings for Q3 2023.