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First Watch Restaurant Group
FWRG

Overview Fund Activity

152 hedge funds and large institutions have $1.27B invested in First Watch Restaurant Group in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 67 increasing their positions, 28 reducing their positions, and 22 closing their positions.

Holders
152
Holders Change
+20
Holders Change %
+15.15%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
67
Reduced
28
Closed
22
Calls
$734K
Puts
$54K
Net Calls
+$680K
Net Calls Change
+$766K

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$39.1M
2
CIP
2
Champlain Investment Partners
Vermont
$48.1M
3
UBS Group
3
UBS Group
Switzerland
$16.5M
4
MIIM
4
Mesirow Institutional Investment Management
Illinois
$15.5M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$12.7M

Top Sellers

1
AI
1
Advent International
Massachusetts
$357M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.55M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$21.5M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$12.6M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$2.61M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
1
Advent International
Massachusetts
$357M 19,189,784 -8,000,000 -29%
BlackRock
2
BlackRock
New York
$48.2M 2,589,233 +268,087 +12%
CIP
3
Champlain Investment Partners
Vermont
$48.1M 2,582,303 +958,417 +59%
GGHC
4
Gilder Gagnon Howe & Co
New York
$45.3M 2,434,073 +4,436 +0.2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$43.8M 2,351,614 +479,741 +26%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$39.8M 2,141,209 +154,784 +8%
Lazard Asset Management
7
Lazard Asset Management
New York
$39.1M 2,100,757 +2,100,757 New
1WCM
8
12 West Capital Management
New York
$37.5M 2,013,406 +337,920 +20%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$35.8M 1,923,901 +259,517 +16%
FAM
10
Foxhaven Asset Management
Virginia
$35.7M 1,918,379 – –
GKIM
11
GW&K Investment Management
Massachusetts
$33.7M 1,811,180 +615,511 +51%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.4M 1,528,128 -5,162 -0.3%
GIM
13
Granahan Investment Management
Massachusetts
$27.4M 1,471,610 +440,357 +43%
Brown Advisory
14
Brown Advisory
Maryland
$27M 1,448,822 -15,030 -1%
Federated Hermes
15
Federated Hermes
Pennsylvania
$21.5M 1,154,465 -200,200 -15%
Franklin Resources
16
Franklin Resources
California
$19M 1,023,176 -91,798 -8%
WCM Investment Management
17
WCM Investment Management
California
$17.6M 947,240 +290,173 +44%
PA
18
Paralel Advisors
Colorado
$16.7M 900,000 – –
UBS Group
19
UBS Group
Switzerland
$16.5M 885,156 +868,574 +5,238%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$16M 862,073 +92,465 +12%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$15.8M 847,870 +34,200 +4%
MIIM
22
Mesirow Institutional Investment Management
Illinois
$15.5M 833,188 +833,188 New
State Street
23
State Street
Massachusetts
$14.9M 798,622 +134,312 +20%
DAM
24
Deepwater Asset Management
Minnesota
$14.7M 788,470 -14,155 -2%
PCM
25
Penn Capital Management
Pennsylvania
$13.7M 735,486 +189,597 +35%
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