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CuriosityStream

95 hedge funds and large institutions have $153M invested in CuriosityStream in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 16 increasing their positions, 26 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

30% more funds holding

Funds holding: 7395 (+22)

14% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $9.47M

14% more capital invested

Capital invested by funds: $135M → $153M (+$18.9M)

1.07% more ownership

Funds ownership: 20.17%21.24% (+1.1%)

38% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 26

Holders
95
Holders Change
+22
Holders Change %
+30.14%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
16
Reduced
26
Closed
21
Calls
$10.8M
Puts
$9.47M
Net Calls
+$1.36M
Net Calls Change
+$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
TimesSquare Capital Management
New York
$26.7M -$1.51M -116,600 -6%
BlackRock
2
BlackRock
New York
$24.9M +$18.4M +1,423,721 +354%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18M +$4.86M +376,103 +40%
WA
4
Wasatch Advisors
Utah
$17.7M -$333K -25,821 -2%
HRCM
5
Hood River Capital Management
Florida
$14.9M -$390K -30,221 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.9M +$3.31M +256,597 +146%
State Street
7
State Street
Massachusetts
$5.38M +$5.09M +394,297 New
Northern Trust
8
Northern Trust
Illinois
$3.51M +$2.81M +217,782 +551%
Citadel Advisors
9
Citadel Advisors
Florida
$2.68M -$163K -12,612 -6%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.35M -$259K -20,026 -10%
EC
11
Edenbrook Capital
New York
$2.1M +$1.98M +153,693 New
HIIFS
12
Harel Insurance Investments & Financial Services
Israel
$1.96M -$1.12M -86,760 -66%
Stifel Financial
13
Stifel Financial
Missouri
$1.86M -$129K -10,000 -7%
Morgan Stanley
14
Morgan Stanley
New York
$1.72M +$300K +23,218 +23%
RA
15
Royce & Associates
New York
$1.6M
N
16
Nuveen
North Carolina
$1.27M +$1.2M +93,130 New
SIAP
17
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.15M +$90.7K +7,025 +9%
Ameriprise
18
Ameriprise
Minnesota
$1.15M -$54.6K -4,232 -5%
ECM
19
EMC Capital Management
Texas
$978K +$925K +71,672 New
Group One Trading
20
Group One Trading
Illinois
$948K +$480K +37,176 +115%
SCA
21
Snowden Capital Advisors
New York
$919K +$32.8K +2,537 +4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$916K +$867K +67,131 New
Swiss National Bank
23
Swiss National Bank
Switzerland
$869K +$822K +63,700 New
Charles Schwab
24
Charles Schwab
California
$863K +$817K +63,265 New
Millennium Management
25
Millennium Management
New York
$727K +$67.9K +5,260 +11%

CURI Hedge Fund Activity: Q2 2021 in Review

95 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in CuriosityStream (CURI) for Q2 2021, worth a combined $153M — up 14% from $135M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CURI positions and 21 closed out — a net gain of 22 holders — while 16 added to existing stakes and 26 trimmed.

The largest buyer was BlackRock, adding an estimated $18.4M. The largest seller was Ashford Capital Management, exiting entirely with an estimated $16.4M sold.

  • 95 institutional investors held CuriosityStream (CURI) as of Q2 2021, up from 73 in Q1 2021.
  • Funds reported $153M of CuriosityStream stock for Q2 2021, up 14% quarter-over-quarter.
  • 43 funds opened new CuriosityStream positions in Q2 2021 and 21 closed out, a net change of +22 holders.
  • The largest CuriosityStream buyer in Q2 2021 was BlackRock, an estimated $18.4M added.
  • The largest CuriosityStream seller in Q2 2021 was Ashford Capital Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q2 2021.