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PubMatic
PUBM

Overview Fund Activity

146 hedge funds and large institutions have $303M invested in PubMatic in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-13
Holders Change %
-8.18%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
53
Reduced
41
Closed
29
Calls
$5.82M
Puts
$9M
Net Calls
-$3.17M
Net Calls Change
+$2.52M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$13.2M
2
GHC
Graham Holdings Company
Virginia
$27.3M
3
MFG
Merit Financial Group
Georgia
$2.03M
4
Renaissance Technologies
Renaissance Technologies
New York
$11.8M
5
NC
Nixon Capital
Texas
$7.33M

Top Sellers

1
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$0
2
BBA
Baader Bank Aktiengesellschaft
Germany
$1.18M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$256K
4
RHJA
Rice Hall James & Associates
California
$0
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$5.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
126
Fidelity Investments
Massachusetts
$6.11K +$2.02K +146 +49%
GWM
127
Geneos Wealth Management
Colorado
$4.6K +$4.6K +333 New
RA
128
Rise Advisors
New York
$4.56K – – –
CTA
129
Colonial Trust Advisors
South Carolina
$3.32K +$1.38K +100 +71%
IAS
130
IMA Advisory Services
Colorado
$2.76K – – –
BHWM
131
Beaird Harris Wealth Management
Texas
$2.76K +$2.07K +150 +300%
CG
132
Cutler Group
California
$2K +$709 +73 +55%
PA
133
Parallel Advisors
California
$1.38K -$22.2K -1,609 -94%
TCM
134
Tradewinds Capital Management
Washington
$1.38K -$55 -4 -4%
JWA
135
JFS Wealth Advisors
Pennsylvania
$1.38K – – –
CWA
136
Clearview Wealth Advisors
Oregon
$1.38K – – –
TWA
137
TCI Wealth Advisors
Arizona
$1.18K +$954 +69 +431%
CA
138
Clearstead Advisors
Ohio
$1.18K +$1.18K +85 New
BFEC
139
Benjamin F. Edwards & Company
Missouri
$1K – – –
PCM
140
Pointe Capital Management
Michigan
$829 +$829 +60 New
PPC
141
Park Place Capital
Alabama
$746 – – –
NA
142
NewEdge Advisors
Louisiana
$691 -$567 -41 -45%
MTIC
143
Missouri Trust & Investment Company
Missouri
$415 – – –
EI
144
Ellevest Inc
New York
$387 – – –
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$175 -$1 -90 -0.7%
SWA
146
Sutton Wealth Advisors
Florida
$111 +$111 +8 New
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$69 +$69 +5 New
IAIM
148
Industrial Alliance Investment Management
Quebec, Canada
– -$6.43M -502,134 Closed
RHJA
149
Rice Hall James & Associates
California
– -$1.11M -86,500 Closed
AIC
150
Aurora Investment Counsel
Georgia
– -$764K -59,618 Closed
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