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620 hedge funds and large institutions have $8.21B invested in Etsy in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 225 increasing their positions, 213 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $915M | Put options by funds: $558M

1.11% more ownership

Funds ownership: 99.88%100.98% (+1.1%)

6% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 213

5% less funds holding

Funds holding: 654620 (-34)

15% less capital invested

Capital invested by funds: $9.67B → $8.21B (-$1.46B)

25% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 101

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
620
Holders Change
-34
Holders Change %
-5.2%
% of All Funds
8.93%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
76
Increased
225
Reduced
213
Closed
101
Calls
$915M
Puts
$558M
Net Calls
+$357M
Net Calls Change
-$67.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
401
Sheaff Brock Investment Advisors
Indiana
$251K +$17.2K +240 +7%
AWM
402
Apollon Wealth Management
South Carolina
$251K +$37.6K +524 +17%
BMSSC
403
B. Metzler seel. Sohn & Co
Germany
$247K
CAPTRUST Financial Advisors
404
CAPTRUST Financial Advisors
North Carolina
$242K -$272K -3,788 -52%
RIM
405
Rakuten Investment Management
Japan
$240K +$229K +3,195 +1,072%
Envestnet Portfolio Solutions
406
Envestnet Portfolio Solutions
Illinois
$239K -$63.6K -886 -20%
WBC
407
Westpac Banking Corp
Australia
$238K +$249K +3,467 New
EC
408
EntryPoint Capital
New York
$237K +$154K +2,140 +163%
SPC
409
Sigma Planning Corp
Michigan
$237K +$9.26K +129 +4%
DWM
410
Dynasty Wealth Management
Florida
$236K +$246K +3,428 New
IA
411
IFP Advisors
Florida
$232K -$1K -14 -0.4%
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$232K -$11.6K -161 -5%
GS
413
Gagnon Securities
New York
$230K +$50.7K +707 +27%
BP
414
Ballentine Partners
Massachusetts
$228K +$5.02K +70 +2%
MA
415
MCF Advisors
Kentucky
$227K +$237K +3,296 +23,543%
Squarepoint
416
Squarepoint
New York
$223K +$144 +2 +0.1%
PFM
417
Patton Fund Management
Texas
$218K +$228K +3,175 New
DPAM
418
Degroof Petercam Asset Management
Belgium
$216K
DF
419
Donoghue Forlines
Massachusetts
$215K +$225K +3,130 New
HI
420
Horizon Investments
North Carolina
$215K +$16.4K +229 +8%
RFN
421
Redwood Financial Network
Ohio
$214K +$224K +3,118 New
FAIM
422
Financial Advocates Investment Management
Washington
$213K -$10K -140 -4%
LNWWM
423
Laird Norton Wetherby Wealth Management
California
$213K -$5.38K -75 -2%
MFIM
424
Mesirow Financial Investment Management
Illinois
$211K +$35.2K +491 +19%
CW
425
Connectus Wealth
Ohio
$210K +$3.56M +49,619 +24%