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Stem
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Overview Fund Activity

221 hedge funds and large institutions have $384M invested in Stem in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 82 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
35
Increased
62
Reduced
82
Closed
36
Calls
$14.8M
Puts
$13M
Net Calls
+$1.84M
Net Calls Change
-$968K

Top Buyers

1
Alkeon Capital Management
Alkeon Capital Management
New York
$27.9M
2
Goldman Sachs
Goldman Sachs
New York
$10.4M
3
Morgan Stanley
Morgan Stanley
New York
$11.4M
4
BlackRock
BlackRock
New York
$43.5M
5
RPA
Rock Point Advisors
Vermont
$5.46M

Top Sellers

1
ECP
Electron Capital Partners
New York
$0
2
Vanguard Group
Vanguard Group
Pennsylvania
$43.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$6.19M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$41.9K
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$411K
Name Holding Trade Value Shares
Change 		Shares
Change %
PM
226
Plustick Management
Virginia
– -$1.1M -13,000 Closed
PI
227
PineBridge Investments
New York
– -$474K -5,586 Closed
Capital Fund Management (CFM)
228
Capital Fund Management (CFM)
France
– -$425K -5,008 Closed
Dimensional Fund Advisors
229
Dimensional Fund Advisors
Texas
– -$381K -4,498 Closed
OR
230
Olympiad Research
Connecticut
– -$305K -3,602 Closed
WCA
231
Waratah Capital Advisors
Ontario, Canada
– -$304K -3,585 Closed
FIA
232
Foundations Investment Advisors
Arizona
– -$301K -3,547 Closed
HSA
233
Hussman Strategic Advisors
Maryland
– -$267K -3,150 Closed
PCM
234
Prelude Capital Management
New York
– -$195K -2,301 Closed
DekaBank Deutsche Girozentrale
235
DekaBank Deutsche Girozentrale
Germany
– -$128K -1,500 Closed
RJFSA
236
Raymond James Financial Services Advisors
Florida
– -$92K -1,085 Closed
Fisher Asset Management
237
Fisher Asset Management
Washington
– -$53K -625 Closed
GHAM
238
Gilman Hill Asset Management
Connecticut
– -$53K -625 Closed
BAM
239
Brave Asset Management
New Jersey
– -$50.5K -595 Closed
Teacher Retirement System of Texas
240
Teacher Retirement System of Texas
Texas
– -$48K -568 Closed
AFO
241
Arrowroot Family Office
California
– -$45.7K -539 Closed
DTL
242
Dynamic Technology Lab
Singapore
– -$44K -520 Closed
WWP
243
WR Wealth Planners
Missouri
– -$11.9K -140 Closed
WWM
244
Wolff Wiese Magana
California
– -$4.24K -50 Closed
IWP
245
IAG Wealth Partners
Wisconsin
– -$2.97K -35 Closed
Allspring Global Investments
246
Allspring Global Investments
North Carolina
– -$2.69K -32 Closed
Lazard Asset Management
247
Lazard Asset Management
New York
– -$2K -25 Closed
RCA
248
Reitz Capital Advisors
Michigan
– -$1.92K -25 Closed
SHIM
249
Stone House Investment Management
Pennsylvania
– -$2.03K -24 Closed
CAS
250
Coppell Advisory Solutions
Texas
– -$3.58K -20 Closed
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