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Fathom Holdings
FTHM

52 hedge funds and large institutions have $85.2M invested in Fathom Holdings in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

2.81% less ownership

Funds ownership: 19.58% → 16.77% (-2.8%)

4% less funds holding

Funds holding: 54 → 52 (-2)

12% less capital invested

Capital invested by funds: $97M → $85.2M (-$11.8M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
5
Increased
19
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OAM
Ophir Asset Management
Australia
+$5.37M
2
Invesco
Invesco
Georgia
+$1.97M
3
Calamos Advisors
Calamos Advisors
Illinois
+$1.25M
4
BlackRock
BlackRock
New York
+$687K
5
N
Nuveen
North Carolina
+$583K

Top Sellers

1
UIC
Uniplan Investment Counsel
Wisconsin
-$3.54M
2
SSA
Schonfeld Strategic Advisors
New York
-$2.61M
3
USPCM
Union Square Park Capital Management
New York
-$2.09M
4
EI
EAM Investors
California
-$2.08M
5
ACA
Anchor Capital Advisors
Massachusetts
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
26
Teamwork Financial Advisors
Texas
$454K +$155K +3,790 +44%
PM
27
Precept Management
Texas
$440K -$736K -18,000 -60%
Charles Schwab
28
Charles Schwab
California
$435K +$85.2K +2,083 +21%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$410K -$209K -5,098 -31%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$338K +$377K +9,228 New
FCI
31
Financial Counselors Inc
Kansas
$272K – – –
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$265K – – –
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$214K +$239K +5,850 New
Morgan Stanley
34
Morgan Stanley
New York
$211K -$171K -4,174 -42%
Bank of America
35
Bank of America
North Carolina
$207K +$155K +3,801 +205%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$154K -$90K -2,200 -34%
Wells Fargo
37
Wells Fargo
California
$137K -$232K -5,677 -60%
Deutsche Bank
38
Deutsche Bank
Germany
$114K -$11.8K -288 -9%
Lazard Asset Management
39
Lazard Asset Management
New York
$54K – – –
TRCT
40
Tower Research Capital (TRC)
New York
$49K +$23.4K +571 +74%
SO
41
STRS Ohio
Ohio
$43K – – –
US Bancorp
42
US Bancorp
Minnesota
$23K +$26.2K +640 New
AS
43
Altshuler Shaham
Israel
$21K +$818 +20 +4%
Osaic Holdings
44
Osaic Holdings
Arizona
$19K +$19.2K +470 +734%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$17K +$4.54K +111 +32%
Legal & General Group
46
Legal & General Group
United Kingdom
$16K -$1.15K -28 -6%
AIP
47
Ameritas Investment Partners
Nebraska
$15K – – –
Citigroup
48
Citigroup
New York
$12K -$23.7K -579 -65%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$5K -$24.7K -604 -80%
LFG
50
Larson Financial Group
Missouri
$1K – – –
1
2
3

FTHM Hedge Fund Activity: Q1 2021 in Review

52 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fathom Holdings (FTHM) for Q1 2021, worth a combined $85.2M — down 12% from $97M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FTHM and 5 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 19 added.

The largest buyer was Ophir Asset Management, opening a new position worth an estimated $5.37M. The largest seller was Uniplan Investment Counsel, exiting entirely with an estimated $3.54M sold.

  • 52 institutional investors held Fathom Holdings (FTHM) as of Q1 2021, down from 54 in Q4 2020.
  • Funds reported $85.2M of Fathom Holdings stock for Q1 2021, down 12% quarter-over-quarter.
  • 5 funds opened new Fathom Holdings positions in Q1 2021 and 7 closed out, a net change of -2 holders.
  • The largest Fathom Holdings buyer in Q1 2021 was Ophir Asset Management, an estimated $5.37M added.
  • The largest Fathom Holdings seller in Q1 2021 was Uniplan Investment Counsel, an estimated $3.54M sold.

Based on aggregated 13F filings for Q1 2021.