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PubMatic
PUBM

147 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, 42 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 42

10% more capital invested

Capital invested by funds: $276M → $303M (+$27.2M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.78% less ownership

Funds ownership: 51.29% → 50.51% (-0.78%)

8% less funds holding

Funds holding: 160 → 147 (-13)

35% less call options, than puts

Call options by funds: $5.82M | Put options by funds: $9M

41% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 29

Holders
147
Holders Change
-13
Holders Change %
-8.13%
% 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
42
Closed
29
Calls
$5.82M
Puts
$9M
Net Calls
-$3.17M
Net Calls Change
+$2.52M

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.14M
2
GHC
Graham Holdings Company
Virginia
+$5M
3
MFG
Merit Financial Group
Georgia
+$2.12M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.57M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
IAIM
Industrial Alliance Investment Management
Quebec, Canada
-$6.43M
2
BBA
Baader Bank Aktiengesellschaft
Germany
-$1.66M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.19M
4
N
Nuveen
North Carolina
-$1.14M
5
RHJA
Rice Hall James & Associates
California
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
126
Citadel Advisors
Florida
$6.43K -$24.6K -1,705 -79%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$6.11K +$2.11K +146 +49%
GWM
128
Geneos Wealth Management
Colorado
$4.6K +$4.81K +333 New
RA
129
Rise Advisors
New York
$4.56K – – –
CTA
130
Colonial Trust Advisors
South Carolina
$3.32K +$1.44K +100 +71%
IAS
131
IMA Advisory Services
Colorado
$2.76K – – –
BHWM
132
Beaird Harris Wealth Management
Texas
$2.76K +$2.17K +150 +300%
CG
133
Cutler Group
California
$2K +$1.05K +73 +55%
PA
134
Parallel Advisors
California
$1.38K -$23.2K -1,609 -94%
TCM
135
Tradewinds Capital Management
Washington
$1.38K -$58 -4 -4%
CWA
136
Clearview Wealth Advisors
Oregon
$1.38K – – –
JWA
137
JFS Wealth Advisors
Pennsylvania
$1.38K – – –
TWA
138
TCI Wealth Advisors
Arizona
$1.18K +$996 +69 +431%
CA
139
Clearstead Advisors
Ohio
$1.18K +$1.23K +85 New
BFEC
140
Benjamin F. Edwards & Company
Missouri
$1K – – –
PCM
141
Pointe Capital Management
Michigan
$829 +$866 +60 New
PPC
142
Park Place Capital
Alabama
$746 – – –
NA
143
NewEdge Advisors
Louisiana
$691 -$592 -41 -45%
MTIC
144
Missouri Trust & Investment Company
Missouri
$415 – – –
EI
145
Ellevest Inc
New York
$387 – – –
Commonwealth Equity Services
146
Commonwealth Equity Services
Massachusetts
$175 -$1.3K -90 -0.7%
SWA
147
Sutton Wealth Advisors
Florida
$111 +$116 +8 New
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$69 +$72 +5 New
IAIM
149
Industrial Alliance Investment Management
Quebec, Canada
– -$6.43M -502,134 Closed
RHJA
150
Rice Hall James & Associates
California
– -$1.11M -86,500 Closed
4 5
6
7 8

PUBM Hedge Fund Activity: Q1 2023 in Review

147 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PubMatic (PUBM) for Q1 2023, worth a combined $303M — up 9.9% from $276M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of PUBM and 17 opened new positions — a net loss of 12 holders — while 42 trimmed existing stakes and 53 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $5.14M. The largest seller was Industrial Alliance Investment Management, exiting entirely with an estimated $6.43M sold.

  • 147 institutional investors held PubMatic (PUBM) as of Q1 2023, down from 160 in Q4 2022.
  • Funds reported $303M of PubMatic stock for Q1 2023, up 9.9% quarter-over-quarter.
  • 17 funds opened new PubMatic positions in Q1 2023 and 29 closed out, a net change of -12 holders.
  • The largest PubMatic buyer in Q1 2023 was Dimensional Fund Advisors, an estimated $5.14M added.
  • The largest PubMatic seller in Q1 2023 was Industrial Alliance Investment Management, an estimated $6.43M sold.

Based on aggregated 13F filings for Q1 2023.