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IZEA Worldwide

22 hedge funds and large institutions have $3.23M invested in IZEA Worldwide in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.28% more ownership

Funds ownership: 2.25%8.53% (+6.3%)

12% less capital invested

Capital invested by funds: $3.65M → $3.23M (-$422K)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

27% less funds holding

Funds holding: 3022 (-8)

80% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 10

Holders
22
Holders Change
-8
Holders Change %
-26.67%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.41M +$3 +1 +0%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$539K +$256K +97,919 +78%
BlackRock
3
BlackRock
New York
$496K -$92.9K -35,563 -15%
JAMONY
4
Jacob Asset Management of New York
California
$253K +$39.2K +15,000 +17%
State Street
5
State Street
Massachusetts
$125K -$3 -1 -0%
Renaissance Technologies
6
Renaissance Technologies
New York
$111K +$28K +10,725 +30%
Northern Trust
7
Northern Trust
Illinois
$76.3K -$167 -64 -0.2%
CC
8
Cannell & Co
New York
$75.6K
CAC
9
Certified Advisory Corp
Florida
$40.2K
Morgan Stanley
10
Morgan Stanley
New York
$31.6K -$1.65K -631 -5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$25.4K -$3 -1 -0%
PVI
12
Pine Valley Investments
New Jersey
$24.3K
Osaic Holdings
13
Osaic Holdings
Arizona
$6.76K -$1.79K -687 -20%
TRCT
14
Tower Research Capital (TRC)
New York
$4.71K -$2.44K -933 -32%
SIS
15
Strategic Investment Solutions
Illinois
$3.75K +$9.79K +3,750 +300%
IA
16
IFP Advisors
Florida
$2.96K +$2.15K +822 +399%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2K +$1.66K +637 New
CA
18
Clearstead Advisors
Ohio
$1.46K
JP Morgan Chase
19
JP Morgan Chase
New York
$511 -$4.5K -1,722 -89%
Wells Fargo
20
Wells Fargo
California
$271 +$10 +4 +4%
EWA
21
EverSource Wealth Advisors
Alabama
$2 -$3 -1 -50%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$2 +$3 +1 New
GKFF
23
George Kaiser Family Foundation
Oklahoma
-$316K -121,529 Closed
Squarepoint
24
Squarepoint
New York
-$23.2K -8,922 Closed
Charles Schwab
25
Charles Schwab
California
-$22.4K -8,622 Closed

IZEA Hedge Fund Activity: Q2 2023 in Review

22 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in IZEA Worldwide (IZEA) for Q2 2023, worth a combined $3.23M — down 12% from $3.65M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IZEA and 2 opened new positions — a net loss of 8 holders — while 9 trimmed existing stakes and 7 added.

The largest buyer was Geode Capital Management, adding an estimated $256K. The largest seller was George Kaiser Family Foundation, exiting entirely with an estimated $316K sold.

  • 22 institutional investors held IZEA Worldwide (IZEA) as of Q2 2023, down from 30 in Q1 2023.
  • Funds reported $3.23M of IZEA Worldwide stock for Q2 2023, down 12% quarter-over-quarter.
  • 2 funds opened new IZEA Worldwide positions in Q2 2023 and 10 closed out, a net change of -8 holders.
  • The largest IZEA Worldwide buyer in Q2 2023 was Geode Capital Management, an estimated $256K added.
  • The largest IZEA Worldwide seller in Q2 2023 was George Kaiser Family Foundation, an estimated $316K sold.

Based on aggregated 13F filings for Q2 2023.