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Vita Coco

94 hedge funds and large institutions have $275M invested in Vita Coco in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+14
Holders Change %
+17.5%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
39
Reduced
17
Closed
12
Calls
$3.52M
Puts
$855K
Net Calls
+$2.67M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$34.7M +$933K +47,556 +3%
GIM
2
Granahan Investment Management
Massachusetts
$30.8M -$17.1M -871,263 -36%
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.3M +$3.98M +202,622 +15%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$23.5M +$8.88M +452,746 +61%
DCM
5
Driehaus Capital Management
Illinois
$17.4M +$5.86M +298,523 +51%
RCMC
6
RK Capital Management (Colorado)
Colorado
$15.8M +$2.64M +134,800 +20%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$14.8M -$23.6M -1,201,324 -61%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$10M +$385K +19,619 +4%
State Street
9
State Street
Massachusetts
$9.24M +$616K +31,395 +7%
GGHC
10
Gilder Gagnon Howe & Co
New York
$6.17M +$6.17M +314,684 New
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$5.37M +$3.13M +159,765 +140%
MPEM
12
Marathon Partners Equity Management
New York
$4.94M -$4.67M -238,000 -49%
Northern Trust
13
Northern Trust
Illinois
$4.64M +$45.6K +2,322 +1%
PC
14
Pier Capital
Connecticut
$4.39M +$4.39M +223,498 New
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$4.14M +$2.51M +128,115 +154%
Charles Schwab
16
Charles Schwab
California
$3.68M -$23.1K -1,179 -0.6%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$3.28M +$3.28M +167,129 New
IP
18
Isthmus Partners
Wisconsin
$3.12M +$49.6K +2,528 +2%
EI
19
EAM Investors
California
$3.12M +$3.12M +159,036 New
Morgan Stanley
20
Morgan Stanley
New York
$3.05M +$2.3M +117,329 +307%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$2.96M +$290K +14,798 +11%
SAM
22
Stansberry Asset Management
Texas
$2.9M +$1.04M +52,810 +56%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.37M
AF
24
Allworth Financial
California
$2.34M
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$2.21M -$5.98M -304,700 -73%