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PDF Solutions

177 hedge funds and large institutions have $1.15B invested in PDF Solutions in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

58% more capital invested

Capital invested by funds: $726M → $1.15B (+$421M)

47% more call options, than puts

Call options by funds: $399K | Put options by funds: $271K

17% more funds holding

Funds holding: 151177 (+26)

1.36% more ownership

Funds ownership: 70.62%71.98% (+1.4%)

13% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 63

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
177
Holders Change
+26
Holders Change %
+17.22%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
36
Increased
55
Reduced
63
Closed
8
Calls
$399K
Puts
$271K
Net Calls
+$128K
Net Calls Change
+$108K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
151
Aquatic Capital Management
Illinois
$64K -$231K -6,600 -81%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$61K -$57.1K -1,630 -53%
Allspring Global Investments
153
Allspring Global Investments
North Carolina
$54.1K -$30.6K -872 -41%
Point72 Asset Management
154
Point72 Asset Management
Connecticut
$45.4K +$37.5K +1,071 New
SOW
155
State of Wyoming
Wyoming
$37K -$44.9K -1,281 -59%
AS
156
Altshuler Shaham
Israel
$32.9K +$27.2K +777 New
TRCT
157
Tower Research Capital (TRC)
New York
$28K -$62K -1,769 -73%
Osaic Holdings
158
Osaic Holdings
Arizona
$23.9K
BCM
159
Blume Capital Management
California
$21.2K -$5.26K -150 -23%
VCM
160
Versant Capital Management
Arizona
$18.4K -$421 -12 -3%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$15K
BAM
162
Belpointe Asset Management
Nevada
$12.7K +$10.5K +300 New
PVH
163
Psagot Value Holdings
Israel
$11K +$9.67K +276 New
TWA
164
TCI Wealth Advisors
Arizona
$10.5K
PMEF
165
Point72 Middle East FZE
United Arab Emirates
$8.39K -$44.2K -1,261 -86%
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$7.97K -$736 -21 -10%
S
167
SignatureFD
Georgia
$6.87K
TIM
168
Tortoise Investment Management
New York
$5.51K -$4.21K -120 -48%
ASN
169
Advisory Services Network
Georgia
$4.24K
PFBT
170
Parkside Financial Bank & Trust
Missouri
$2.21K
PA
171
Parallel Advisors
California
$2.12K
GRP
172
Global Retirement Partners
California
$1.98K
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$1.48K
Group One Trading
174
Group One Trading
Illinois
$1.02K +$841 +24 New
C
175
Covestor
United Kingdom
$1K +$140 +4 +36%

PDFS Hedge Fund Activity: Q1 2023 in Review

177 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PDF Solutions (PDFS) for Q1 2023, worth a combined $1.15B — up 58% from $726M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PDFS positions and 8 closed out — a net gain of 28 holders — while 55 added to existing stakes and 63 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $12.2M. The largest seller was Cowen Prime Advisors, cutting an estimated $14.7M.

  • 177 institutional investors held PDF Solutions (PDFS) as of Q1 2023, up from 151 in Q4 2022.
  • Funds reported $1.15B of PDF Solutions stock for Q1 2023, up 58% quarter-over-quarter.
  • 36 funds opened new PDF Solutions positions in Q1 2023 and 8 closed out, a net change of +28 holders.
  • The largest PDF Solutions buyer in Q1 2023 was Janus Henderson Group, an estimated $12.2M added.
  • The largest PDF Solutions seller in Q1 2023 was Cowen Prime Advisors, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2023.