We are live on ! Find out more
SPOK icon

Spok Holdings
SPOK

107 hedge funds and large institutions have $161M invested in Spok Holdings in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

13% more capital invested

Capital invested by funds: $143M → $161M (+$18.1M)

12% more call options, than puts

Call options by funds: $977K | Put options by funds: $873K

11% more funds holding

Funds holding: 96 → 107 (+11)

1.99% more ownership

Funds ownership: 50.13% → 52.12% (+2%)

9% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 34

Holders
107
Holders Change
+11
Holders Change %
+11.46%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
37
Reduced
34
Closed
16
Calls
$977K
Puts
$873K
Net Calls
+$104K
Net Calls Change
+$5.64M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.64M
2
Prudential Financial
Prudential Financial
New Jersey
+$3.11M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.59M
4
N
Nuveen
North Carolina
+$1.74M
5
UIC
Uniplan Investment Counsel
Wisconsin
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
ER
EVR Research
Virginia
-$2.14M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.78M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.61M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.58M
5
PMAM
Penn Mutual Asset Management
Pennsylvania
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$850K +$20.6K +1,339 +2%
Los Angeles Capital Management
27
Los Angeles Capital Management
California
$850K -$180K -11,720 -18%
DZ Bank
28
DZ Bank
Germany
$843K -$342K -22,202 -29%
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$813K -$82.1K -5,337 -9%
Charles Schwab
30
Charles Schwab
California
$787K -$22.5K -1,464 -3%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$681K +$677K +43,982 New
Citadel Advisors
32
Citadel Advisors
Florida
$619K +$614K +39,902 +35,948%
Aviva
33
Aviva
United Kingdom
$603K +$600K +38,967 New
UBS Group
34
UBS Group
Switzerland
$581K +$63.1K +4,101 +12%
SO
35
STRS Ohio
Ohio
$565K -$12.3K -800 -2%
EI
36
EAM Investors
California
$531K -$971K -63,113 -65%
KCM
37
Kennedy Capital Management
Missouri
$444K -$1.35M -88,062 -75%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$402K +$323 +21 +0.1%
Bank of America
39
Bank of America
North Carolina
$402K +$72.6K +4,716 +22%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$399K -$20.2K -1,315 -5%
KOC
41
Koss-Olinger Consulting
Florida
$385K +$382K +24,843 New
Barclays
42
Barclays
United Kingdom
$378K +$329K +21,369 +702%
SWP
43
Significant Wealth Partners
Illinois
$365K +$362K +23,547 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$346K +$140K +9,089 +68%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$346K -$54.2K -3,523 -14%
LSV Asset Management
46
LSV Asset Management
Illinois
$336K – – –
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$333K +$331K +21,493 New
WG
48
Winton Group
United Kingdom
$308K -$179K -11,659 -37%
GC
49
Guggenheim Capital
Illinois
$302K +$300K +19,511 New
Franklin Resources
50
Franklin Resources
California
$290K +$288K +18,738 New
1
2
3 4 5

SPOK Hedge Fund Activity: Q4 2023 in Review

107 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Spok Holdings (SPOK) for Q4 2023, worth a combined $161M — up 13% from $143M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SPOK positions and 16 closed out — a net gain of 11 holders — while 37 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.64M. The largest seller was EVR Research, exiting entirely with an estimated $2.14M sold.

  • 107 institutional investors held Spok Holdings (SPOK) as of Q4 2023, up from 96 in Q3 2023.
  • Funds reported $161M of Spok Holdings stock for Q4 2023, up 13% quarter-over-quarter.
  • 27 funds opened new Spok Holdings positions in Q4 2023 and 16 closed out, a net change of +11 holders.
  • The largest Spok Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $3.64M added.
  • The largest Spok Holdings seller in Q4 2023 was EVR Research, an estimated $2.14M sold.

Based on aggregated 13F filings for Q4 2023.