89 hedge funds and large institutions have $271M invested in P10 in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-4
Holders Change %
-4.3%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
24
Reduced
29
Closed
24
Calls
$2.21M
Puts
$3.26M
Net Calls
-$1.05M
Net Calls Change
+$5.24M
Name Holding Trade Value Shares
Change
Shares
Change %
RRAM
1
River Road Asset Management
Kentucky
$43.5M +$43.5M +5,170,660 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$35.9M +$385K +45,738 +1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$30.9M -$15.3M -1,819,709 -33%
Federated Hermes
4
Federated Hermes
Pennsylvania
$21.9M -$4.9M -581,933 -18%
CI
5
CAZ Investments
Texas
$20.7M +$14.5M +1,720,000 +232%
BlackRock
6
BlackRock
New York
$19.6M -$481K -57,085 -2%
GPGA
7
Grandeur Peak Global Advisors
Utah
$16.4M +$170K +20,234 +1%
State Street
8
State Street
Massachusetts
$10.7M +$2.64M +313,531 +33%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$9.87M +$5.22M +620,324 +113%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$8.06M +$137K +16,300 +2%
ACH
11
ArrowMark Colorado Holdings
Colorado
$6.81M
CM
12
Cercano Management
Washington
$6.25M
P2P
13
Phase 2 Partners
California
$4.86M +$4.86M +577,579 New
Northern Trust
14
Northern Trust
Illinois
$3.41M -$59.2K -7,034 -2%
SM
15
Samjo Management
New York
$3.26M +$2.26M +268,400 +225%
RJA
16
Raymond James & Associates
Florida
$2.47M +$2.47M +293,815 New
OWP
17
Old Well Partners
North Carolina
$2.4M
AIMCA
18
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.79M -$403K -47,822 -18%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.54M -$102K -12,162 -6%
Renaissance Technologies
20
Renaissance Technologies
New York
$1.2M -$1.89M -224,498 -61%
GWM
21
Guardian Wealth Management
Illinois
$1.14M +$88.6K +10,518 +8%
Charles Schwab
22
Charles Schwab
California
$1.08M +$227 +27 +0%
ECM
23
ExodusPoint Capital Management
New York
$1.08M +$1.08M +128,628 New
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$999K
TD Asset Management
25
TD Asset Management
Ontario, Canada
$985K -$346K -41,144 -26%