SRX Global
SRXH
8 hedge funds and large institutions have $414K invested in SRX Global in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
9% more capital invested
Capital invested by funds: $379K → $414K (+$35K)
0.03% less ownership
Funds ownership: 0.23% → 0.21% (-0.03%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$20.5K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$12.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Altium Capital Management
New York
|
-$28.9K |
| 2 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
-$13K |
| 3 |
NB
NBT Bank
Norwich,
New York
|
-$238 |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$88 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Altium Capital Management
New York
| $278K | -$28.9K | -330 | -11% |
|
|
WAM
2
Warberg Asset Management
Winnetka,
Illinois
| $55.2K | -$13K | -148 | -22% |
|
|
SA
3
Sanctuary Advisors
Indianapolis,
Indiana
| $28.6K | – | – | – |
|
|
4
Geode Capital Management
Boston,
Massachusetts
| $24.4K | +$20.5K | +234 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $14.8K | +$12.4K | +141 | New |
|
|
BBHC
6
Brown Brothers Harriman & Co
New York
| $12.1K | – | – | – |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $213 | -$88 | -1 | -33% |
|
8
BlackRock
New York
| $132 | – | – | – |
|
9
Bank of America
Charlotte,
North Carolina
| $31 | – | – | – |
|
|
FFWM
10
Future Financial Wealth Management
Cincinnati,
Ohio
| $28 | – | – | – |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $12 | – | – | – |
|
12
Morgan Stanley
New York
| $2 | – | – | – |
|
|
NB
13
NBT Bank
Norwich,
New York
| – | -$238 | -3 | Closed |
|
SRXH Hedge Fund Activity: Q4 2024 in Review
8 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SRX Global (SRXH) for Q4 2024, worth a combined $414K — up 9.2% from $379K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SRXH positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 3 trimmed.
The largest buyer was Geode Capital Management, opening a new position worth an estimated $20.5K. The largest seller was Altium Capital Management, cutting an estimated $28.9K.
- 8 institutional investors held SRX Global (SRXH) as of Q4 2024, up from 7 in Q3 2024.
- Funds reported $414K of SRX Global stock for Q4 2024, up 9.2% quarter-over-quarter.
- 2 funds opened new SRX Global positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest SRX Global buyer in Q4 2024 was Geode Capital Management, an estimated $20.5K added.
- The largest SRX Global seller in Q4 2024 was Altium Capital Management, an estimated $28.9K sold.
Based on aggregated 13F filings for Q4 2024.