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IZEA Worldwide
IZEA

30 hedge funds and large institutions have $3.65M invested in IZEA Worldwide in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

21% more capital invested

Capital invested by funds: $3M → $3.65M (+$646K)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0.04% more ownership

Funds ownership: 2.21% → 2.25% (+0.04%)

0% more funds holding

Funds holding: 30 → 30 (0)

Holders
30
Holders Change
–
Holders Change %
0%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
3
Closed
6
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

Rank Fund Capital Flow
1
GKFF
George Kaiser Family Foundation
Oklahoma
+$75.4K
2
JAMONY
Jacob Asset Management of New York
California
+$45.1K
3
Squarepoint
Squarepoint
New York
+$23K
4
Renaissance Technologies
Renaissance Technologies
New York
+$11.6K
5
Jane Street
Jane Street
New York
+$7.6K

Top Sellers

Rank Fund Capital Flow
1
CCS
Concentric Capital Strategies
Connecticut
-$31.7K
2
IA
IFP Advisors
Florida
-$9.66K
3
RJA
Raymond James & Associates
Florida
-$9.23K
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$7.11K
5
HF
HRT Financial
New York
-$7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.51M – – –
BlackRock
2
BlackRock
New York
$627K +$2.57K +999 +0.4%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$325K – – –
GKFF
4
George Kaiser Family Foundation
Oklahoma
$316K +$75.4K +29,267 +32%
JAMONY
5
Jacob Asset Management of New York
California
$233K +$45.1K +17,500 +24%
State Street
6
State Street
Massachusetts
$134K – – –
Renaissance Technologies
7
Renaissance Technologies
New York
$92K +$11.6K +4,500 +15%
Northern Trust
8
Northern Trust
Illinois
$82.2K +$6.97K +2,705 +9%
CC
9
Cannell & Co
New York
$81.4K – – –
CAC
10
Certified Advisory Corp
Florida
$43.2K – – –
Morgan Stanley
11
Morgan Stanley
New York
$35.6K – – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$27.4K – – –
PVI
13
Pine Valley Investments
New Jersey
$25.3K +$25.9K +10,050 New
Squarepoint
14
Squarepoint
New York
$23.2K +$23K +8,922 New
Charles Schwab
15
Charles Schwab
California
$22.4K – – –
Jane Street
16
Jane Street
New York
$15.9K +$7.6K +2,950 +94%
Osaic Holdings
17
Osaic Holdings
Arizona
$9.06K – – –
TRCT
18
Tower Research Capital (TRC)
New York
$8K +$7.42K +2,881 New
VF
19
Virtu Financial
New York
$7K +$6.64K +2,580 New
GIA
20
Gladstone Institutional Advisory
Florida
$6.76K – – –
Citadel Advisors
21
Citadel Advisors
Florida
$6.7K +$6.62K +2,572 New
JP Morgan Chase
22
JP Morgan Chase
New York
$5K +$4.31K +1,673 +643%
SIS
23
Strategic Investment Solutions
Illinois
$3.25K +$3.22K +1,250 New
UBS Group
24
UBS Group
Switzerland
$2.2K -$1.06K -412 -33%
CA
25
Clearstead Advisors
Ohio
$1.57K – – –
1
2

IZEA Hedge Fund Activity: Q1 2023 in Review

30 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in IZEA Worldwide (IZEA) for Q1 2023, worth a combined $3.65M — up 21% from $3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IZEA positions and 6 closed out — a net gain of 1 holder — while 8 added to existing stakes and 3 trimmed.

The largest buyer was George Kaiser Family Foundation, adding an estimated $75.4K. The largest seller was Concentric Capital Strategies, exiting entirely with an estimated $31.7K sold.

  • 30 institutional investors held IZEA Worldwide (IZEA) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $3.65M of IZEA Worldwide stock for Q1 2023, up 21% quarter-over-quarter.
  • 7 funds opened new IZEA Worldwide positions in Q1 2023 and 6 closed out, a net change of +1 holder.
  • The largest IZEA Worldwide buyer in Q1 2023 was George Kaiser Family Foundation, an estimated $75.4K added.
  • The largest IZEA Worldwide seller in Q1 2023 was Concentric Capital Strategies, an estimated $31.7K sold.

Based on aggregated 13F filings for Q1 2023.