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
Name Holding Trade Value Shares
Change
Shares
Change %
LC
176
Lindbrook Capital
California
$9.54K +$9.23K +119 +2,975%
VCM
177
Versant Capital Management
Arizona
$9.48K +$2.72K +35 +40%
Comerica Bank
178
Comerica Bank
Texas
$8.29K -$7.52K -97 -48%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$7K -$7.45K -100 -52%
NA
180
NewEdge Advisors
Louisiana
$6.92K -$11K -142 -61%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$4.89K -$11.7K -151 -71%
IA
182
IFP Advisors
Florida
$4.27K -$3.88K -50 -48%
CAL
183
Capital Analysts LLC
Pennsylvania
$4K
Jones Financial Companies
184
Jones Financial Companies
Missouri
$3.87K +$3.87K +50 New
GWM
185
Geneos Wealth Management
Colorado
$2.99K
SSB
186
Sandy Spring Bank
Maryland
$2.72K
SIS
187
Strategic Investment Solutions
Illinois
$2.2K -$121K -1,547 -98%
JWM
188
Janiczek Wealth Management
Colorado
$2.1K
VF
189
VitalStone Financial
Texas
$2K
HPC
190
HM Payson & Co
Maine
$1.94K
OIA
191
Optimum Investment Advisors
Illinois
$1.94K
NMG
192
New Millennium Group
Utah
$1.94K +$1.94K +25 New
FHA
193
First Horizon Advisors
Tennessee
$1.73K +$709 +9 +69%
NMM
194
Naples Money Management
Florida
$1.68K +$1.68K +22 New
FFA
195
Farther Finance Advisors
California
$1.44K +$1.44K +19 New
HI
196
Harbour Investments
Wisconsin
$1.38K +$1.38K +18 New
OP
197
ORG Partners
Indiana
$1.26K +$631 +8 +100%
PA
198
PSI Advisors
Florida
$1.16K
MSG
199
Main Street Group
Virginia
$1.16K +$1.16K +15 New
SA
200
Scarborough Advisors
Maryland
$1.16K +$1.16K +15 New