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PubMatic

147 hedge funds and large institutions have $359M invested in PubMatic in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $6.89M

43% more capital invested

Capital invested by funds: $251M → $359M (+$108M)

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

32% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 38

4.59% more ownership

Funds ownership: 48.38%52.97% (+4.6%)

4% more funds holding

Funds holding: 141147 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
147
Holders Change
+6
Holders Change %
+4.26%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
50
Reduced
38
Closed
21
Calls
$11.2M
Puts
$6.89M
Net Calls
+$4.31M
Net Calls Change
+$4.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
126
Comerica Bank
Texas
$5.37K
PA
127
Parallel Advisors
California
$5.35K +$406 +28 +9%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$4.89K
RA
129
Rise Advisors
New York
$4.89K
MSWM
130
McGlone Suttner Wealth Management
Wisconsin
$4.89K +$4.35K +300 New
BHWM
131
Beaird Harris Wealth Management
Texas
$4.24K
CTA
132
Colonial Trust Advisors
South Carolina
$3.91K
FFA
133
Farther Finance Advisors
California
$3.46K +$3.08K +212 New
TCM
134
Tradewinds Capital Management
Washington
$1.63K
LPP
135
Life Planning Partners
Florida
$1.63K +$1.45K +100 New
MSG
136
Main Street Group
Virginia
$1.63K +$1.45K +100 New
PIS
137
POM Investment Strategies
North Carolina
$1.63K +$1.45K +100 New
WAG
138
Wiser Advisor Group
Arizona
$1.63K +$1.45K +100 New
CA
139
Clearstead Advisors
Ohio
$1.39K -$1.23K -85 -50%
CAS
140
Coppell Advisory Solutions
Texas
$855 +$711 +49 New
FCA
141
FinTrust Capital Advisors
South Carolina
$816
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$767 -$25.7K -1,773 -97%
MTIC
143
Missouri Trust & Investment Company
Missouri
$489
VCM
144
Versant Capital Management
Arizona
$391
GWSG
145
GPS Wealth Strategies Group
Colorado
$326
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$16 +$15 +1 New
ACA
147
Aptus Capital Advisors
Alabama
-$1.35M -111,531 Closed
JF
148
Jump Financial
Illinois
-$362K -29,896 Closed
Simplex Trading
149
Simplex Trading
Illinois
-$398K -27,441 Closed
GC
150
Globeflex Capital
California
-$243K -20,100 Closed

PUBM Hedge Fund Activity: Q4 2023 in Review

147 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in PubMatic (PUBM) for Q4 2023, worth a combined $359M — up 43% from $251M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PUBM positions and 21 closed out — a net gain of 7 holders — while 50 added to existing stakes and 38 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $3.82M. The largest seller was Jane Street, cutting an estimated $1.74M.

  • 147 institutional investors held PubMatic (PUBM) as of Q4 2023, up from 141 in Q3 2023.
  • Funds reported $359M of PubMatic stock for Q4 2023, up 43% quarter-over-quarter.
  • 28 funds opened new PubMatic positions in Q4 2023 and 21 closed out, a net change of +7 holders.
  • The largest PubMatic buyer in Q4 2023 was Millennium Management, an estimated $3.82M added.
  • The largest PubMatic seller in Q4 2023 was Jane Street, an estimated $1.74M sold.

Based on aggregated 13F filings for Q4 2023.