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Direct Digital Holdings

24 hedge funds and large institutions have $8.67M invested in Direct Digital Holdings in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

936% more capital invested

Capital invested by funds: $837K → $8.67M (+$7.83M)

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

100% more funds holding

Funds holding: 1224 (+12)

0.04% more ownership

Funds ownership: 0.05%0.09% (+0.04%)

Holders
24
Holders Change
+12
Holders Change %
+100%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
5
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.03M +$89.6K +61 +11%
IECM
2
Intrinsic Edge Capital Management
Illinois
$1.16M +$519K +353 New
Man Group
3
Man Group
United Kingdom
$948K +$426K +290 New
Renaissance Technologies
4
Renaissance Technologies
New York
$633K +$11.8K +8 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$527K +$76.4K +52 +48%
CA
6
Cetera Advisors
Colorado
$447K +$201K +137 New
LCM
7
Laurion Capital Management
New York
$417K +$187K +127 New
RJA
8
Raymond James & Associates
Florida
$404K +$182K +124 New
JP Morgan Chase
9
JP Morgan Chase
New York
$368K +$165K +112 New
DA
10
Denali Advisors
California
$359K +$162K +110 New
CAM
11
Cresset Asset Management
Illinois
$298K
Morgan Stanley
12
Morgan Stanley
New York
$249K +$72K +49 +181%
State Street
13
State Street
Massachusetts
$242K
Two Sigma Investments
14
Two Sigma Investments
New York
$157K +$70.5K +48 New
Citigroup
15
Citigroup
New York
$147K +$66.1K +45 New
BlackRock
16
BlackRock
New York
$93K +$1.47K +1 +4%
UBS Group
17
UBS Group
Switzerland
$80K +$35.3K +24 New
TRCT
18
Tower Research Capital (TRC)
New York
$36.4K -$16.2K -11 -50%
GWM
19
Geneos Wealth Management
Colorado
$29.8K
SPIA
20
Steward Partners Investment Advisory
New York
$25.3K
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$7.44K +$2.94K +2 New
SHIM
22
Stone House Investment Management
Pennsylvania
$7.22K +$2.94K +2 New
Bank of America
23
Bank of America
North Carolina
$4.02K +$1.47K +1 New
Lazard Asset Management
24
Lazard Asset Management
New York
$4K +$2.94K +2 New
Wells Fargo
25
Wells Fargo
California
$342

DRCT Hedge Fund Activity: Q4 2023 in Review

24 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Direct Digital Holdings (DRCT) for Q4 2023, worth a combined $8.67M — up 936% from $837K a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DRCT positions and 2 closed out — a net gain of 12 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Intrinsic Edge Capital Management, opening a new position worth an estimated $519K. The largest seller was Perritt Capital Management, exiting entirely with an estimated $134K sold.

  • 24 institutional investors held Direct Digital Holdings (DRCT) as of Q4 2023, up from 12 in Q3 2023.
  • Funds reported $8.67M of Direct Digital Holdings stock for Q4 2023, up 936% quarter-over-quarter.
  • 14 funds opened new Direct Digital Holdings positions in Q4 2023 and 2 closed out, a net change of +12 holders.
  • The largest Direct Digital Holdings buyer in Q4 2023 was Intrinsic Edge Capital Management, an estimated $519K added.
  • The largest Direct Digital Holdings seller in Q4 2023 was Perritt Capital Management, an estimated $134K sold.

Based on aggregated 13F filings for Q4 2023.