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Rubrik
RBRK

Overview Fund Activity

251 hedge funds and large institutions have $4.37B invested in Rubrik in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 70 increasing their positions, 46 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+83
Holders Change %
+49.4%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
115
Increased
70
Reduced
46
Closed
30
Calls
$116M
Puts
$66.8M
Net Calls
+$49.2M
Net Calls Change
+$46.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$414M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$213M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$93.1M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$85.3M
5
Bank of America
Bank of America
North Carolina
$73M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$16.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
$94.2M
3
CIP
Champlain Investment Partners
Vermont
$40.1M
4
DIG
Dragoneer Investment Group
California
$0
5
BC
BIT Capital
Germany
$997K
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
176
Robertson Stephens Wealth Management
California
$450K +$450K +6,891 New
SAF
177
Smith Anglin Financial
Texas
$418K -$350K -5,362 -46%
DT
178
Diversified Trust
Tennessee
$412K -$466K -7,125 -53%
JSC
179
Jackson Square Capital
California
$411K +$411K +6,281 New
ADIM
180
Alpha DNA Investment Management
Maryland
$407K -$428K -6,545 -51%
LP
181
Lexington Partners
New York
$398K +$398K +6,084 New
ProShare Advisors
182
ProShare Advisors
Maryland
$398K +$398K +6,083 New
RWIA
183
Roger Wittlin Investment Advisory
California
$346K +$346K +5,300 New
GAA
184
Green Alpha Advisors
Colorado
$346K +$346K +5,290 New
GAM
185
Gotham Asset Management
New York
$328K +$328K +5,019 New
Lazard Asset Management
186
Lazard Asset Management
New York
$327K +$322K +4,960 +6,986%
PIAS
187
PCA Investment Advisory Services
Ohio
$327K -$327K -5,000 -50%
PCM
188
Prelude Capital Management
New York
$327K +$327K +5,000 New
BAM
189
Blueshift Asset Management
New Jersey
$319K +$319K +4,887 New
CIAM
190
Caitong International Asset Management
Hong Kong
$301K +$301K +4,605 New
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$292K -$4.11K -65 -1%
DWM
192
Dynasty Wealth Management
Florida
$291K +$291K +4,450 New
MYIA
193
Mount Yale Investment Advisors
Colorado
$284K -$139K -2,121 -33%
PL
194
Perpetual Ltd
Australia
$281K +$281K +4,296 New
Pathstone Holdings
195
Pathstone Holdings
New Jersey
$270K +$270K +4,123 New
SB
196
Strategic Blueprint
Georgia
$265K +$265K +4,054 New
FAM
197
Flaharty Asset Management
Florida
$261K +$261K +4,000 New
Focus Partners Wealth
198
Focus Partners Wealth
Massachusetts
$258K +$258K +3,941 New
AIM
199
Aigen Investment Management
New York
$255K +$255K +3,909 New
DTL
200
Dynamic Technology Lab
Singapore
$245K +$245K +3,751 New
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