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IZEA Worldwide

21 hedge funds and large institutions have $3.3M invested in IZEA Worldwide in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

1.3% more ownership

Funds ownership: 8.53%9.83% (+1.3%)

2% more capital invested

Capital invested by funds: $3.23M → $3.3M (+$71.9K)

5% less funds holding

Funds holding: 2221 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
12
Reduced
6
Closed
3
Calls
$25K
Puts
Net Calls
+$25K
Net Calls Change
+$25K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27M +$2 +1 +0%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$460K -$22.6K -9,832 -4%
BlackRock
3
BlackRock
New York
$426K -$22.7K -9,903 -5%
JAMONY
4
Jacob Asset Management of New York
California
$248K +$23K +10,000 +10%
FCC
5
Flower City Capital
New York
$192K +$202K +87,928 New
SIS
6
Strategic Investment Solutions
Illinois
$181K +$169K +73,750 +1,475%
Renaissance Technologies
7
Renaissance Technologies
New York
$114K +$14.9K +6,478 +14%
State Street
8
State Street
Massachusetts
$111K +$5 +2 +0%
Northern Trust
9
Northern Trust
Illinois
$68.7K
PVI
10
Pine Valley Investments
New Jersey
$56.6K +$36.6K +15,925 +158%
CC
11
Cannell & Co
New York
$54K -$14.4K -6,250 -20%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$30.3K +$32.3K +14,044 New
Morgan Stanley
13
Morgan Stanley
New York
$27.3K -$1.15K -499 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$23K +$22.6K +9,837 +1,544%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$22.9K +$2 +1 +0%
Osaic Holdings
16
Osaic Holdings
Arizona
$7.18K +$1.15K +500 +18%
TRCT
17
Tower Research Capital (TRC)
New York
$6.66K +$2.55K +1,109 +57%
CA
18
Clearstead Advisors
Ohio
$2.63K +$1.38K +602 +100%
IA
19
IFP Advisors
Florida
$449 -$1.89K -822 -80%
JP Morgan Chase
20
JP Morgan Chase
New York
$449 -$7 -3 -1%
Wells Fargo
21
Wells Fargo
California
$249 +$5 +2 +2%
CAC
22
Certified Advisory Corp
Florida
-$40.2K -16,604 Closed
EWA
23
EverSource Wealth Advisors
Alabama
-$2 -1 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
-$2 -1 Closed

IZEA Hedge Fund Activity: Q3 2023 in Review

21 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in IZEA Worldwide (IZEA) for Q3 2023, worth a combined $3.3M — up 2.2% from $3.23M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of IZEA and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 12 added.

The largest buyer was Flower City Capital, opening a new position worth an estimated $202K. The largest seller was Certified Advisory Corp, exiting entirely with an estimated $40.2K sold.

  • 21 institutional investors held IZEA Worldwide (IZEA) as of Q3 2023, down from 22 in Q2 2023.
  • Funds reported $3.3M of IZEA Worldwide stock for Q3 2023, up 2.2% quarter-over-quarter.
  • 2 funds opened new IZEA Worldwide positions in Q3 2023 and 3 closed out, a net change of -1 holder.
  • The largest IZEA Worldwide buyer in Q3 2023 was Flower City Capital, an estimated $202K added.
  • The largest IZEA Worldwide seller in Q3 2023 was Certified Advisory Corp, an estimated $40.2K sold.

Based on aggregated 13F filings for Q3 2023.