908 Devices
MASS
79 hedge funds and large institutions have $248M invested in 908 Devices in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 10 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 19
76% more capital invested
Capital invested by funds: $141M → $248M (+$107M)
29% more call options, than puts
Call options by funds: $545K | Put options by funds: $422K
2.83% more ownership
Funds ownership: 65.4% → 68.23% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 83 → 79 (-4)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$2.28M |
| 2 |
ITP
Iron Triangle Partners
Cos Cob,
Connecticut
|
+$2.08M |
| 3 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$1.34M |
| 4 |
Morgan Stanley
New York
|
+$676K |
| 5 |
BlackRock
New York
|
+$629K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$1.55M |
| 2 |
FAM
Fred Alger Management
New York
|
-$828K |
| 3 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
-$362K |
| 4 |
NAMA
Nikko Asset Management Americas
New York
|
-$328K |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$328K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWSG
76
GPS Wealth Strategies Group
Centennial,
Colorado
| $3.09K | – | – | – |
|
77
Comerica Bank
Dallas,
Texas
| $1.85K | +$55 | +8 | +5% |
|
|
VCM
78
Versant Capital Management
Phoenix,
Arizona
| $516 | – | – | – |
|
79
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $67 | -$82 | -12 | -67% |
|
80
Rafferty Asset Management
New York
| – | -$242K | -36,410 | Closed |
|
81
AQR Capital Management
Greenwich,
Connecticut
| – | -$116K | -17,424 | Closed |
|
|
GCP
82
GSA Capital Partners
London,
United Kingdom
| – | -$112K | -16,801 | Closed |
|
83
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$70.7K | -10,620 | Closed |
|
|
GRP
84
Global Retirement Partners
San Rafael,
California
| – | -$62.5K | -10,000 | Closed |
|
85
Daiwa Securities Group
Tokyo,
Japan
| – | -$29K | -4,419 | Closed |
|
|
IUHSA
86
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$9.54K | -1,433 | Closed |
|
|
GBT
87
Grove Bank & Trust
Miami,
Florida
| – | -$739 | -111 | Closed |
|
88
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$153 | -23 | Closed |
|
MASS Hedge Fund Activity: Q4 2023 in Review
79 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in 908 Devices (MASS) for Q4 2023, worth a combined $248M — up 76% from $141M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of MASS and 6 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 38 added.
The largest buyer was ARK Investment Management, adding an estimated $2.28M. The largest seller was State Street, cutting an estimated $1.55M.
- 79 institutional investors held 908 Devices (MASS) as of Q4 2023, down from 83 in Q3 2023.
- Funds reported $248M of 908 Devices stock for Q4 2023, up 76% quarter-over-quarter.
- 6 funds opened new 908 Devices positions in Q4 2023 and 10 closed out, a net change of -4 holders.
- The largest 908 Devices buyer in Q4 2023 was ARK Investment Management, an estimated $2.28M added.
- The largest 908 Devices seller in Q4 2023 was State Street, an estimated $1.55M sold.
Based on aggregated 13F filings for Q4 2023.