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Coinbase
COIN

Overview Fund Activity

661 hedge funds and large institutions have $13.1B invested in Coinbase in 2021 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 245 increasing their positions, 135 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+48
Holders Change %
+7.83%
% of All Funds
11.61%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.58%
New
149
Increased
245
Reduced
135
Closed
92
Calls
$2.07B
Puts
$2.68B
Net Calls
-$611M
Net Calls Change
-$777M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$542M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$339M
3
NAMA
Nikko Asset Management Americas
New York
+$315M
4
AIM
ARK Investment Management
Florida
+$313M
5
Morgan Stanley
Morgan Stanley
New York
+$270M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$120M
2
MCCP
Mission Creek Capital Partners
California
-$80.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$74.2M
4
BlackRock
BlackRock
New York
-$70.4M
5
Goldman Sachs
Goldman Sachs
New York
-$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMA
576
Heritage Wealth Management (Arizona)
Arizona
$18K – – –
RCA
577
Ranch Capital Advisors
Florida
$18K +$18K +80 New
CCMW
578
Cypress Capital Management (Wyoming)
Wyoming
$17K – – –
SN
579
Sittner & Nelson
Oregon
$17K +$17K +75 New
KFS
580
Kelly Financial Services
Massachusetts
$16.6K -$4.19M -18,418 -100%
COCM
581
Charter Oak Capital Management
New Hampshire
$16K -$444 -2 -3%
HFM
582
Hartford Financial Management
Connecticut
$16K +$9.14K +40 +133%
RMC
583
Resources Management Corp
Connecticut
$15K – – –
PCA
584
Providence Capital Advisors
North Carolina
$15K – – –
TIM
585
Tortoise Investment Management
New York
$14K – – –
BDWM
586
Brewin Dolphin Wealth Management
Ireland
$13.6K +$13.6K +60 New
CHA
587
Carmichael Hill & Associates
Maryland
$13K -$23.6K -100 -65%
HWA
588
HHM Wealth Advisors
Tennessee
$12K – – –
VNA
589
Valley National Advisers
Pennsylvania
$12K +$9.51K +42 +382%
MAWCM
590
Mine & Arao Wealth Creation & Management
California
$11K -$22K -100 -67%
ME
591
McIlrath & Eck
Washington
$11K -$220 -1 -2%
MA
592
Montag & Associates
Georgia
$11K – – –
ADL
593
Asset Dedication LLC
California
$11K – – –
MS
594
Mizuho Securities
Japan
$11K – – –
KTC
595
Kistler-Tiffany Companies
Pennsylvania
$11K – – –
LWM
596
Liberty Wealth Management
California
$11K – – –
EBA
597
Eagle Bay Advisors
New York
$11K +$4.07K +20 +59%
Bessemer Group
598
Bessemer Group
New Jersey
$10K -$290K -1,246 -97%
CFB
599
Cullen/Frost Bankers
Texas
$10K – – –
SIM
600
Sonora Investment Management
Arizona
$10K – – –
22 23
24
25 26