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CuriosityStream
CURI

Overview Fund Activity

73 hedge funds and large institutions have $135M invested in CuriosityStream in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+33
Holders Change %
+82.5%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
11
Reduced
12
Closed
12
Calls
$6.02M
Puts
$9.03M
Net Calls
-$3.01M
Net Calls Change
-$3.01M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$18M
2
ACM
2
Ashford Capital Management
Delaware
$16.4M
3
HRCM
3
Hood River Capital Management
Florida
$15.3M
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$5.83M
5
BlackRock
5
BlackRock
New York
$5.46M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$28.1M
2
EC
2
Edenbrook Capital
New York
$0
3
VSI
3
Verde Servicos Internacionais
Brazil
$0
4
AFG
4
American Financial Group
Ohio
$738K
5
PMAM
5
Picton Mahoney Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
51
Zurich Cantonal Bank
Switzerland
$158K +$158K +11,626 New
Wells Fargo
52
Wells Fargo
California
$151K -$12.4K -913 -8%
HR
53
Hayden Royal
North Carolina
$143K +$143K +10,539 New
Creative Planning
54
Creative Planning
Kansas
$130K +$130K +9,565 New
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$104K – – –
PCM
56
Penserra Capital Management
California
$90K -$158K -11,634 -64%
IA
57
IFP Advisors
Florida
$86K +$86K +6,429 New
WAM
58
Wolverine Asset Management
Illinois
$70K +$70K +5,182 New
BCM
59
Basso Capital Management
Connecticut
$68K – – –
Bank of America
60
Bank of America
North Carolina
$39K -$104K -7,610 -73%
TIM
61
Tortoise Investment Management
New York
$27K +$27K +2,000 New
Osaic Holdings
62
Osaic Holdings
Arizona
$25K +$11.8K +845 +89%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$20K +$20K +1,500 New
BWP
64
Baldwin Wealth Partners
Massachusetts
$20K +$20K +1,500 New
CB
65
Community Bank
New York
$15K +$15K +1,109 New
BFC
66
Bedel Financial Consulting
Indiana
$9K +$9K +676 New
VFA
67
Valeo Financial Advisors
Indiana
$6K +$6K +450 New
HI
68
Harbour Investments
Wisconsin
$5K +$5K +326 New
SWM
69
Spire Wealth Management
Virginia
$4K +$4K +300 New
GWM
70
Geneos Wealth Management
Colorado
$2K +$857 +75 +75%
COCM
71
Charter Oak Capital Management
New Hampshire
$1K +$1K +40 New
AF
72
Allworth Financial
California
$1K +$1K +100 New
EC
73
Edenbrook Capital
New York
– -$4.68M -335,283 Closed
PMAM
74
Picton Mahoney Asset Management
Ontario, Canada
– -$2.36M -312,500 Closed
VSI
75
Verde Servicos Internacionais
Brazil
– -$3.49M -250,000 Closed
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