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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 %
TFM
601
TFC Financial Management
Massachusetts
$10K +$5.56K +25 +125%
NL
602
NVWM LLC
Pennsylvania
$9K -$33.8K -154 -79%
BWP
603
Baldwin Wealth Partners
Massachusetts
$9K – – –
RA
604
Rational Advisors
New York
$9K +$9K +40 New
ARMC
605
American Research & Management Company
Massachusetts
$9K +$9K +40 New
BAM
606
Bellevue Asset Management
Washington
$8K -$1.11K -5 -12%
LPWM
607
Lake Point Wealth Management
Texas
$8K – – –
CB
608
CNB Bank
Pennsylvania
$8K – – –
GI
609
Gradient Investments
Minnesota
$8K – – –
LWCFA
610
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K – – –
SC
611
Sierra Capital
Florida
$8K – – –
CFN
612
Cordasco Financial Network
Florida
$8K +$8K +33 New
AWM
613
Activest Wealth Management
Florida
$7K – – –
BWM
614
BerganKDV Wealth Management
Minnesota
$7K – – –
PFBT
615
Parkside Financial Bank & Trust
Missouri
$7K – – –
CWA
616
Core Wealth Advisors
Florida
$7K – – –
SWM
617
Sugarloaf Wealth Management
Georgia
$7K +$3.27K +14 +88%
IWA
618
IBEX Wealth Advisors
New Jersey
$7K +$7K +30 New
OIA
619
Optimum Investment Advisors
Illinois
$6K -$48K -200 -89%
RG
620
Retirement Group
California
$6K -$3.12K -13 -34%
SSB
621
Sandy Spring Bank
Maryland
$6K -$1.92K -8 -24%
EAM
622
Eukles Asset Management
Ohio
$6K – – –
IRC
623
Investors Research Corp
Georgia
$6K – – –
WQ
624
Wealth Quarterback
New Jersey
$6K +$720 +3 +14%
MPWT
625
MassMutual Private Wealth & Trust
Connecticut
$6K +$6K +25 New
23 24
25
26 27