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IZEA Worldwide

13 hedge funds and large institutions have $1.66M invested in IZEA Worldwide in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

1.62% more ownership

Funds ownership: 5.86%7.48% (+1.6%)

28% less funds holding

Funds holding: 1813 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

66% less capital invested

Capital invested by funds: $4.91M → $1.66M (-$3.25M)

Holders
13
Holders Change
-5
Holders Change %
-27.78%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
3
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Perkins Capital Management
Minnesota
$786K +$1.31M +180,000 +669%
AIC
2
AWM Investment Company
New York
$482K -$64.5K -8,833 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$90K -$384K -52,630 -69%
RA
4
Royce & Associates
New York
$82K -$138K -18,826 -47%
Morgan Stanley
5
Morgan Stanley
New York
$48K +$91.9K +12,577 +73,982%
Macquarie Group
6
Macquarie Group
Australia
$43K +$43.4K +5,946 +112%
Deutsche Bank
7
Deutsche Bank
Germany
$38K +$70.7K +9,675 +2,977%
PAM
8
Panagora Asset Management
Massachusetts
$29K +$55K +7,536 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$23K
VF
10
Virtu Financial
New York
$15K +$28K +3,840 New
Citadel Advisors
11
Citadel Advisors
Florida
$13K +$25K +3,418 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10K +$18.3K +2,509 New
BlackRock
13
BlackRock
New York
$4K +$650 +89 +9%
EIM
14
Essex Investment Management
Massachusetts
-$309K -21,128 Closed
Bank of New York Mellon
15
Bank of New York Mellon
New York
-$102K -6,986 Closed
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
-$79K -5,448 Closed
ARTA
17
A.R.T. Advisors
New York
-$60K -4,102 Closed
TSS
18
Two Sigma Securities
New York
-$40K -2,759 Closed
Barclays
19
Barclays
United Kingdom
-$38K -2,575 Closed
IA
20
IFP Advisors
Florida
-$5K -250 Closed
UBS Group
21
UBS Group
Switzerland
-$1K -94 Closed

IZEA Hedge Fund Activity: Q2 2018 in Review

13 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in IZEA Worldwide (IZEA) for Q2 2018, worth a combined $1.66M — down 66% from $4.91M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of IZEA and 4 opened new positions — a net loss of 5 holders — while 3 trimmed existing stakes and 5 added.

The largest buyer was Perkins Capital Management, adding an estimated $1.31M. The largest seller was Vanguard Group, cutting an estimated $384K.

  • 13 institutional investors held IZEA Worldwide (IZEA) as of Q2 2018, down from 18 in Q1 2018.
  • Funds reported $1.66M of IZEA Worldwide stock for Q2 2018, down 66% quarter-over-quarter.
  • 4 funds opened new IZEA Worldwide positions in Q2 2018 and 9 closed out, a net change of -5 holders.
  • The largest IZEA Worldwide buyer in Q2 2018 was Perkins Capital Management, an estimated $1.31M added.
  • The largest IZEA Worldwide seller in Q2 2018 was Vanguard Group, an estimated $384K sold.

Based on aggregated 13F filings for Q2 2018.