EMX

EMX Royalty
EMX

Overview Fund Activity

36 hedge funds and large institutions have $14.8M invested in EMX Royalty in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
36
Holders Change
-4
Holders Change %
-10%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
6
Reduced
7
Closed
7
Calls
$61K
Puts
$4K
Net Calls
+$57K
Net Calls Change
+$41K

Top Buyers

1
EPAM
1
Euro Pacific Asset Management
Puerto Rico
$4.25M
2
Morgan Stanley
2
Morgan Stanley
New York
$838K
3
Millennium Management
3
Millennium Management
New York
$137K
4
HB
4
HTLF Bank
Colorado
$81K
5
MWM
5
Modern Wealth Management
Kansas
$22K

Top Sellers

1
EPIM
1
Equinox Partners Investment Management
Connecticut
$619K
2
SI
2
Sprott Inc
Ontario, Canada
$5.06M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Credit Agricole
5
Credit Agricole
France
$43.7K
Name Market Value Shares Shares
Change 		Shares
Change %
SI
1
Sprott Inc
Ontario, Canada
$5.06M 3,126,847 -253,182 -7%
EPAM
2
Euro Pacific Asset Management
Puerto Rico
$4.25M 5,426,971 +4,122,716 +316%
USGIU
3
U.S. Global Investors (USGI)
Texas
$2.01M 1,250,000 – –
Morgan Stanley
4
Morgan Stanley
New York
$838K 516,992 +452,176 +698%
EPIM
5
Equinox Partners Investment Management
Connecticut
$619K 385,125 -1,220,375 -76%
PAG
6
Private Advisor Group
New Jersey
$619K 382,068 -4,323 -1%
OC
7
Oppenheimer & Close
New York
$482K 299,236 – –
Citadel Advisors
8
Citadel Advisors
Florida
$150K 92,865 -10,726 -10%
Millennium Management
9
Millennium Management
New York
$137K 84,436 +84,436 New
HB
10
HTLF Bank
Colorado
$81K 50,000 +50,000 New
Bank of America
11
Bank of America
North Carolina
$59.8K 36,900 – –
FAN
12
Financial Advisors Network
California
$44.7K 27,563 – –
Credit Agricole
13
Credit Agricole
France
$43.7K 27,000 -18,898 -41%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$41K 25,209 -8,007 -24%
Wells Fargo
15
Wells Fargo
California
$36.2K 22,500 – –
TF
16
Trek Financial
Arizona
$32.4K 20,000 – –
VF
17
Virtu Financial
New York
$31K 18,939 -11,587 -38%
AIM
18
Anchor Investment Management
South Carolina
$26.7K 16,500 +7,500 +83%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$26K 16,019 – –
Creative Planning
20
Creative Planning
Kansas
$25.9K 15,980 – –
CFGS
21
Concourse Financial Group Securities
Alabama
$22.2K 13,774 +6,172 +81%
MWM
22
Modern Wealth Management
Kansas
$22K 13,587 +13,587 New
KAS
23
Kestra Advisory Services
Texas
$17.8K 11,000 – –
LPL Financial
24
LPL Financial
California
$16.8K 10,340 – –
WTC
25
WhitTier Trust Company
Nevada
$16.1K 10,000 – –
1
2