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PDF Solutions
PDFS

Overview Fund Activity

173 hedge funds and large institutions have $1.02B invested in PDF Solutions in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-7
Holders Change %
-3.89%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
18
Increased
68
Reduced
67
Closed
24
Calls
$58K
Puts
$4K
Net Calls
+$54K
Net Calls Change
-$788K

Top Buyers

1
RIM
1
Ranger Investment Management
Texas
$34.7M
2
NIM
2
Needham Investment Management
New York
$48.4M
3
OAM
3
Ophir Asset Management
Australia
$24.6M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$27.1M
5
HIM
5
Herald Investment Management
United Kingdom
$2.72M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17M
2
RAM
2
Readystate Asset Management
Illinois
$0
3
SCM
3
Snyder Capital Management
California
$31.4M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$1.04M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWS
151
SYSTM Wealth Solutions
Illinois
$10.6K +$2.29K +63 +28%
MPWT
152
MassMutual Private Wealth & Trust
Connecticut
$7.86K +$1.35K +37 +21%
SAM
153
Smartleaf Asset Management
Massachusetts
$6.79K +$6.79K +188 New
Mitsubishi UFJ Asset Management
154
Mitsubishi UFJ Asset Management
Japan
$4.98K – – –
QCG
155
Quadrant Capital Group
Ohio
$4.66K +$4.15K +114 +814%
TIM
156
Tortoise Investment Management
New York
$3.27K – – –
MA
157
MCF Advisors
Kentucky
$2.95K – – –
AWM
158
Avior Wealth Management
Nebraska
$2.95K -$14K -384 -83%
PA
159
Parallel Advisors
California
$2.26K – – –
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$2.26K +$982 +27 +77%
GRP
161
Global Retirement Partners
California
$1.97K – – –
FHA
162
First Horizon Advisors
Tennessee
$1.89K – – –
IC
163
Innealta Capital
Texas
$1.49K +$1.49K +41 New
C
164
Covestor
United Kingdom
$1K -$51 -2 -5%
AAP
165
Arax Advisory Partners
Colorado
$837 +$837 +23 New
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$764 – – –
FFA
167
Farther Finance Advisors
California
$572 +$179 +5 +45%
RIL
168
Rothschild Investment LLC
Illinois
$364 +$182 +5 +100%
AF
169
Allworth Financial
California
$354 -$1.56K -44 -81%
ECM
170
Everence Capital Management
Indiana
$276 – – –
PFBT
171
Parkside Financial Bank & Trust
Missouri
$255 – – –
LFG
172
Larson Financial Group
Missouri
$73 +$73 +2 New
RAM
173
Readystate Asset Management
Illinois
– -$5M -148,600 Closed
Allspring Global Investments
174
Allspring Global Investments
North Carolina
– -$2.23M -66,094 Closed
NCL
175
Nishkama Capital LLC
Puerto Rico
– -$1.5M -44,430 Closed
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