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Fox Factory Holding Corp
FOXF

313 hedge funds and large institutions have $4.46B invested in Fox Factory Holding Corp in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 119 increasing their positions, 121 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

3% more funds holding

Funds holding: 303 → 313 (+10)

1.19% more ownership

Funds ownership: 105.02% → 106.21% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 121

5% less call options, than puts

Call options by funds: $9.85M | Put options by funds: $10.3M

7% less capital invested

Capital invested by funds: $4.82B → $4.46B (-$361M)

Holders
313
Holders Change
+10
Holders Change %
+3.3%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
37
Increased
119
Reduced
121
Closed
25
Calls
$9.85M
Puts
$10.3M
Net Calls
-$486K
Net Calls Change
-$7.14M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$38.4M
2
BAMCO Inc
BAMCO Inc
New York
+$29.4M
3
Capital World Investors
Capital World Investors
California
+$21.4M
4
GKIM
GW&K Investment Management
Massachusetts
+$20.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$14.2M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$63.6M
2
Victory Capital Management
Victory Capital Management
Texas
-$26.3M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$8.15M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.83M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$6.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$28.2K -$2.14K -20 -7%
LFA
277
LGT Financial Advisors
Texas
$19.7K +$21.3K +199 New
BAAM
278
Baker Avenue Asset Management
California
$13.3K -$3.1K -29 -18%
OCM
279
Orion Capital Management
California
$12.3K +$13.3K +124 New
CMBA
280
C.M. Bidwell & Associates
Hawaii
$11.2K – – –
AF
281
Allworth Financial
California
$10.8K +$107 +1 +0.9%
WWM
282
Wolff Wiese Magana
California
$10.1K – – –
WIM
283
Westside Investment Management
California
$9.91K – – –
IHWM
284
Iron Horse Wealth Management
Iowa
$7.53K +$8.13K +76 New
BTI
285
Blue Trust Inc
Georgia
$7K -$321 -3 -4%
CI Investments Inc
286
CI Investments Inc
Ontario, Canada
$6K +$428 +4 +7%
VWM
287
Venturi Wealth Management
Texas
$5.25K – – –
TWC
288
TD Waterhouse Canada
Ontario, Canada
$4.89K – – –
LC
289
Lindbrook Capital
California
$4.86K -$1.5K -14 -22%
BIA
290
Bell Investment Advisors
California
$4.56K -$642 -6 -12%
PTC
291
Private Trust Company
Ohio
$4.46K +$3.21K +30 +200%
PPC
292
Park Place Capital
Alabama
$4.26K +$2.89K +27 +169%
IA
293
IFP Advisors
Florida
$4.16K +$2.03K +19 +83%
CA
294
Clearstead Advisors
Ohio
$3.57K +$1.93K +18 +100%
GI
295
Gradient Investments
Minnesota
$3.17K +$3.21K +30 +1,500%
Mitsubishi UFJ Asset Management
296
Mitsubishi UFJ Asset Management
Japan
$2.87K +$3.1K +29 New
MPWT
297
MassMutual Private Wealth & Trust
Connecticut
$2.77K – – –
JWA
298
JFS Wealth Advisors
Pennsylvania
$2.48K – – –
CTC
299
Central Trust Company
Missouri
$2.48K +$2.67K +25 New
FCA
300
FinTrust Capital Advisors
South Carolina
$2.18K +$2.35K +22 New
10 11
12
13 14

FOXF Hedge Fund Activity: Q3 2023 in Review

313 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fox Factory Holding Corp (FOXF) for Q3 2023, worth a combined $4.46B — down 7.5% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FOXF positions and 25 closed out — a net gain of 12 holders — while 119 added to existing stakes and 121 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $38.4M. The largest seller was William Blair Investment Management, cutting an estimated $63.6M.

  • 313 institutional investors held Fox Factory Holding Corp (FOXF) as of Q3 2023, up from 303 in Q2 2023.
  • Funds reported $4.46B of Fox Factory Holding Corp stock for Q3 2023, down 7.5% quarter-over-quarter.
  • 37 funds opened new Fox Factory Holding Corp positions in Q3 2023 and 25 closed out, a net change of +12 holders.
  • The largest Fox Factory Holding Corp buyer in Q3 2023 was Fidelity Investments, an estimated $38.4M added.
  • The largest Fox Factory Holding Corp seller in Q3 2023 was William Blair Investment Management, an estimated $63.6M sold.

Based on aggregated 13F filings for Q3 2023.