We are live on ! Find out more
CLPT icon

ClearPoint Neuro

71 hedge funds and large institutions have $43.8M invested in ClearPoint Neuro in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

783% more call options, than puts

Call options by funds: $671K | Put options by funds: $76K

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

47% more capital invested

Capital invested by funds: $29.8M → $43.8M (+$14M)

13% more funds holding

Funds holding: 6371 (+8)

2.09% more ownership

Funds ownership: 24.13%26.22% (+2.1%)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
18
Reduced
18
Closed
6
Calls
$671K
Puts
$76K
Net Calls
+$595K
Net Calls Change
+$111K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$9.98M +$599K +105,822 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.89M +$189K +33,414 +3%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$3.32M +$199K +35,156 +8%
TFCM
4
Taylor Frigon Capital Management
Arizona
$2.39M -$7.14K -1,262 -0.4%
State Street
5
State Street
Massachusetts
$2.37M +$123K +21,684 +7%
Brown Advisory
6
Brown Advisory
Maryland
$2.26M
Morgan Stanley
7
Morgan Stanley
New York
$2.2M +$1.16M +205,284 +173%
CWM
8
Cahill Wealth Management
Michigan
$1.58M +$250K +44,179 +23%
CM
9
CM Management
Florida
$1.36M
Northern Trust
10
Northern Trust
Illinois
$1.34M +$46K +8,133 +4%
LG
11
Lane Generational
Massachusetts
$1.18M +$139K +24,512 +16%
PCM
12
Parsons Capital Management
Rhode Island
$721K
BCM
13
Bridgeway Capital Management
Texas
$455K
Charles Schwab
14
Charles Schwab
California
$426K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$421K -$5.77K -1,019 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$402K -$52.6K -9,298 -14%
UBS Group
17
UBS Group
Switzerland
$363K +$79K +13,958 +35%
RA
18
Royce & Associates
New York
$360K +$300K +53,065 New
Goldman Sachs
19
Goldman Sachs
New York
$316K -$4.06K -718 -2%
Bank of America
20
Bank of America
North Carolina
$243K +$97.7K +17,260 +93%
SAM
21
Silvercrest Asset Management
New York
$242K
LPL Financial
22
LPL Financial
California
$220K +$5.66K +1,000 +3%
N
23
Nuveen
North Carolina
$216K
Barclays
24
Barclays
United Kingdom
$214K +$155K +27,417 +668%
JP Morgan Chase
25
JP Morgan Chase
New York
$213K -$58.8K -10,382 -25%

CLPT Hedge Fund Activity: Q4 2023 in Review

71 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ClearPoint Neuro (CLPT) for Q4 2023, worth a combined $43.8M — up 47% from $29.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CLPT positions and 6 closed out — a net gain of 8 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.16M. The largest seller was Citadel Advisors, cutting an estimated $329K.

  • 71 institutional investors held ClearPoint Neuro (CLPT) as of Q4 2023, up from 63 in Q3 2023.
  • Funds reported $43.8M of ClearPoint Neuro stock for Q4 2023, up 47% quarter-over-quarter.
  • 14 funds opened new ClearPoint Neuro positions in Q4 2023 and 6 closed out, a net change of +8 holders.
  • The largest ClearPoint Neuro buyer in Q4 2023 was Morgan Stanley, an estimated $1.16M added.
  • The largest ClearPoint Neuro seller in Q4 2023 was Citadel Advisors, an estimated $329K sold.

Based on aggregated 13F filings for Q4 2023.