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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 %
CQS
626
Credential Qtrade Securities
$5.69K – – –
NWM
627
Navigation Wealth Management
Colorado
$5K – – –
MIM
628
Macroview Investment Management
Maryland
$5K – – –
TFS
629
TrustCore Financial Services
Tennessee
$5K +$2.62K +11 +110%
TCWM
630
Total Clarity Wealth Management
Illinois
$5K +$5K +20 New
KFI
631
Key Financial Inc
Pennsylvania
$4K – – –
HR
632
Howe & Rusling
New York
$4K – – –
PPWM
633
PFG Private Wealth Management
Florida
$4K +$4K +16 New
HCM
634
Horrell Capital Management
Arkansas
$3K – – –
TVWM
635
Tower View Wealth Management
Wisconsin
$3K – – –
RDFA
636
Ritter Daniher Financial Advisory
Ohio
$3K – – –
WAS
637
Winch Advisory Services
Wisconsin
$3K +$3K +12 New
TAM
638
Tucker Asset Management
Colorado
$2.24K – – –
BCH
639
Berkshire Capital Holdings
California
$2K -$13.5M -67,290 -100%
RBC
640
Roble Belko & Company
Pennsylvania
$2K – – –
CCC
641
Crescent Capital Consulting
Louisiana
$2K – – –
JMF
642
Johnson Midwest Financial
Iowa
$2K – – –
DSC
643
Duncker Streett & Co
Missouri
$2K – – –
Schroder Investment Management Group
644
Schroder Investment Management Group
United Kingdom
$2K +$2K +8 New
PFA
645
Professional Financial Advisors
Nebraska
$2K +$2K +9 New
BA
646
Bellwether Advisors
Nebraska
$2K +$2K +10 New
RTL
647
Red Tortoise LLC
Georgia
$2K +$2K +26 New
MAM
648
Meeder Asset Management
Ohio
$1K – – –
JWA
649
JFS Wealth Advisors
Pennsylvania
$1K – – –
AL
650
ADE LLC
Maryland
$1K – – –
24 25
26
27 28