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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
TI
51
Trexquant Investment
Connecticut
$287K -$865K -56,189 -75%
Man Group
52
Man Group
United Kingdom
$265K +$263K +17,100 New
Jacobs Levy Equity Management
53
Jacobs Levy Equity Management
New Jersey
$256K -$563K -36,579 -69%
JIC
54
Johnson Investment Counsel
Ohio
$249K +$247K +16,070 New
Wells Fargo
55
Wells Fargo
California
$240K +$52.4K +3,408 +28%
MAM
56
Martingale Asset Management
Massachusetts
$234K +$6.15K +400 +3%
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$232K +$231K +14,994 New
Jane Street
58
Jane Street
New York
$230K +$229K +14,877 New
SG Americas Securities
59
SG Americas Securities
New York
$221K +$32.4K +2,105 +17%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$221K +$217K +14,100 New
Mariner
61
Mariner
Kansas
$220K +$219K +14,239 New
Lazard Asset Management
62
Lazard Asset Management
New York
$187K +$24.8K +1,609 +15%
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$186K +$146K +9,497 +378%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$185K -$186K -12,104 -50%
JP Morgan Chase
65
JP Morgan Chase
New York
$183K -$4.12K -268 -2%
DekaBank Deutsche Girozentrale
66
DekaBank Deutsche Girozentrale
Germany
$176K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
67
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$168K – – –
TDC
68
Thompson Davis & Co
Virginia
$167K +$166K +10,800 New
Citigroup
69
Citigroup
New York
$155K +$103K +6,698 +201%
TF
70
Trek Financial
Arizona
$155K +$154K +10,027 New
SOW
71
State of Wyoming
Wyoming
$149K +$68K +4,418 +85%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$145K +$108K +6,993 +294%
MIM
73
MetLife Investment Management
New Jersey
$145K – – –
Deutsche Bank
74
Deutsche Bank
Germany
$143K +$56.7K +3,685 +67%
AIG
75
American International Group
New York
$137K -$554 -36 -0.4%
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.