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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
S
101
SignatureFD
Georgia
$1.11K +$1.11K +72 New
CAL
102
Capital Advisors Ltd
Ohio
$1K – – –
PWMG
103
Private Wealth Management Group
New Jersey
$527 +$523 +34 New
QCG
104
Quadrant Capital Group
Ohio
$326 -$338 -22 -51%
VCM
105
Versant Capital Management
Arizona
$263 – – –
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$232 -$76.9K -5,000 -100%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$186 – – –
ER
108
EVR Research
Virginia
– -$2.14M -150,000 Closed
Arrowstreet Capital
109
Arrowstreet Capital
Massachusetts
– -$1.58M -110,414 Closed
PMAM
110
Penn Mutual Asset Management
Pennsylvania
– -$1.57M -110,025 Closed
OQS
111
Occudo Quantitative Strategies
Florida
– -$382K -26,780 Closed
CSS
112
Cubist Systematic Strategies
Connecticut
– -$330K -23,147 Closed
Parallax Volatility Advisers
113
Parallax Volatility Advisers
California
– -$252K -17,659 Closed
Natixis Advisors
114
Natixis Advisors
Massachusetts
– -$225K -15,800 Closed
XT
115
XTX Topco
Cayman Islands
– -$210K -14,719 Closed
BCM
116
Bayesian Capital Management
New York
– -$194K -13,617 Closed
Balyasny Asset Management
117
Balyasny Asset Management
Illinois
– -$174K -12,217 Closed
CC
118
Corton Capital
Ontario, Canada
– -$149K -10,444 Closed
CM
119
Caption Management
Oklahoma
– -$96.6K -6,766 Closed
ACM
120
Aquatic Capital Management
Illinois
– -$21K -1,500 Closed
SC
121
SouthState Corp
Florida
– -$10.4K -730 Closed
IA
122
IFP Advisors
Florida
– -$8.56K -600 Closed
VWM
123
Venturi Wealth Management
Texas
– -$1.26K -88 Closed
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.