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709 hedge funds and large institutions have $15.4B invested in Rivian in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 232 increasing their positions, 198 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 80

17% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 198

6% more funds holding

Funds holding: 669709 (+40)

4.74% more ownership

Funds ownership: 64.55%69.3% (+4.7%)

5% more capital invested

Capital invested by funds: $14.7B → $15.4B (+$706M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

13% less call options, than puts

Call options by funds: $1.4B | Put options by funds: $1.61B

Holders
709
Holders Change
+40
Holders Change %
+5.98%
% of All Funds
10.34%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
126
Increased
232
Reduced
198
Closed
80
Calls
$1.4B
Puts
$1.61B
Net Calls
-$207M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
51
Quadrature Capital
United Kingdom
$19M +$15.2M +810,560 New
PC
52
Prysm Capital
New Jersey
$18.1M -$50.8M -2,699,182 -78%
Balyasny Asset Management
53
Balyasny Asset Management
Illinois
$18.1M +$7.27M +386,659 +101%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$17.8M +$18K +957 +0.1%
AA
55
ALPS Advisors
Colorado
$17.5M -$3.58M -190,556 -20%
GS
56
GTS Securities
New York
$17.5M +$1.91M +101,446 +16%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$17.3M +$6.38M +339,130 +86%
Citigroup
58
Citigroup
New York
$16.5M +$10.5M +559,038 +385%
WorldQuant Millennium Advisors
59
WorldQuant Millennium Advisors
New York
$16M +$1.48M +78,449 +13%
Aviva
60
Aviva
United Kingdom
$15.9M +$3.12M +165,950 +32%
UBS Group
61
UBS Group
Switzerland
$15.9M +$2.55M +135,660 +25%
ICM
62
III Capital Management
Florida
$15.4M -$150K -8,000 -1%
BNP Paribas Asset Management
63
BNP Paribas Asset Management
France
$14.7M -$3.95M -210,278 -25%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$14.5M +$498K +26,504 +4%
GCM
65
Graham Capital Management
Connecticut
$13.3M +$8.75M +465,598 +466%
BWM
66
Baron Wealth Management
Michigan
$13.2M
EAM
67
EULAV Asset Management
Florida
$12M
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$11.7M -$1.24M -65,900 -12%
Marshall Wace
69
Marshall Wace
United Kingdom
$10.8M -$12.6M -671,286 -59%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$10.5M -$4.14M -220,266 -33%
SDH
71
Sloy Dahl & Holst
Washington
$10.4M +$8.31M +442,192 New
SPS
72
Susquehanna Portfolio Strategies
Pennsylvania
$10.3M +$8.24M +438,439 New
JGC
73
J. Goldman & Co
New York
$10.2M -$18.1M -963,192 -69%
LPL Financial
74
LPL Financial
California
$9.97M +$1.03M +54,923 +15%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$9.94M +$890K +47,310 +13%

RIVN Hedge Fund Activity: Q4 2023 in Review

709 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Rivian (RIVN) for Q4 2023, worth a combined $15.4B — up 4.8% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new RIVN positions and 80 closed out — a net gain of 46 holders — while 232 added to existing stakes and 198 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $480M. The largest seller was Capital Research Global Investors, cutting an estimated $173M.

  • 709 institutional investors held Rivian (RIVN) as of Q4 2023, up from 669 in Q3 2023.
  • Funds reported $15.4B of Rivian stock for Q4 2023, up 4.8% quarter-over-quarter.
  • 126 funds opened new Rivian positions in Q4 2023 and 80 closed out, a net change of +46 holders.
  • The largest Rivian buyer in Q4 2023 was T. Rowe Price Associates, an estimated $480M added.
  • The largest Rivian seller in Q4 2023 was Capital Research Global Investors, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2023.