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306 hedge funds and large institutions have $1.62B invested in Philips in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 155 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 23

17% more capital invested

Capital invested by funds: $1.38B → $1.62B (+$239M)

16% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $26.1M

9% more funds holding

Funds holding: 280306 (+26)

1.17% less ownership

Funds ownership: 8.45%7.29% (-1.2%)

48% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 155

Holders
306
Holders Change
+26
Holders Change %
+9.29%
% of All Funds
4.42%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
51
Increased
80
Reduced
155
Closed
23
Calls
$30.4M
Puts
$26.1M
Net Calls
+$4.28M
Net Calls Change
+$6.92M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
51
AssetMark Inc
California
$2.18M +$79.2K +3,525 +4%
State Street
52
State Street
Massachusetts
$2.17M +$971K +43,241 +96%
Balyasny Asset Management
53
Balyasny Asset Management
Illinois
$2.14M -$2.79M -124,198 -58%
HCMT
54
Highland Capital Management (Tennessee)
Tennessee
$2.08M -$104K -4,625 -5%
FCM
55
Firsthand Capital Management
California
$2.06M +$1.9M +84,577 +665%
OMC
56
Old Mission Capital
Illinois
$2.06M -$3.99M -177,512 -67%
FTDI
57
First Trust Direct Indexing
Massachusetts
$2.05M -$11.4K -509 -0.6%
Mariner
58
Mariner
Kansas
$2.01M -$8.54K -380 -0.4%
Kovitz Investment Group Partners
59
Kovitz Investment Group Partners
Illinois
$1.83M +$89.8K +3,999 +5%
CGH
60
Crossmark Global Holdings
Texas
$1.82M -$67.7K -3,012 -4%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$1.7M +$251K +11,159 +18%
BMC
62
Benin Management Corp
Connecticut
$1.59M -$45 -2 -0%
LPL Financial
63
LPL Financial
California
$1.59M +$78.2K +3,483 +5%
Creative Planning
64
Creative Planning
Kansas
$1.52M +$359K +15,984 +32%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$1.52M -$204K -9,065 -12%
Corient Private Wealth
66
Corient Private Wealth
Florida
$1.51M +$201K +8,943 +16%
JP Morgan Chase
67
JP Morgan Chase
New York
$1.49M -$518K -23,065 -26%
LWAM
68
Legacy Wealth Asset Management
Minnesota
$1.47M +$2.16K +96 +0.2%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$1.45M -$122K -5,452 -8%
NW
70
NewEdge Wealth
Pennsylvania
$1.38M -$213K -9,494 -14%
VAS
71
Vestmark Advisory Solutions
Massachusetts
$1.38M +$78.8K +3,509 +6%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$1.38M -$778K -34,638 -37%
DFC
73
DB Fitzpatrick & Co
Idaho
$1.33M -$739K -32,920 -37%
Truist Financial
74
Truist Financial
North Carolina
$1.31M -$206K -9,154 -14%
Cerity Partners
75
Cerity Partners
New York
$1.3M -$200K -8,905 -14%