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168 hedge funds and large institutions have $1.89B invested in Stem in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

424% more capital invested

Capital invested by funds: $360M → $1.89B (+$1.53B)

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

181% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 32

91% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 22

53% more funds holding

Funds holding: 110168 (+58)

0.29% more ownership

Funds ownership: 1.79%2.09% (+0.29%)

6% less call options, than puts

Call options by funds: $198M | Put options by funds: $210M

Holders
168
Holders Change
+58
Holders Change %
+52.73%
% of All Funds
2.92%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
90
Increased
42
Reduced
22
Closed
32
Calls
$198M
Puts
$210M
Net Calls
-$12.3M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$355M +$268M +492,639 New
OTPPB
2
Ontario Teachers' Pension Plan Board
Ontario, Canada
$265M +$201M +368,571 New
William Blair Investment Management
3
William Blair Investment Management
Illinois
$189M -$2.06M -3,778 -1%
BlackRock
4
BlackRock
New York
$162M +$123M +225,208 New
Temasek Holdings
5
Temasek Holdings
Singapore
$81.5M +$61.6M +113,113 New
SIG
6
Senator Investment Group
New York
$79.2M +$59.9M +110,000 New
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$64.8M +$49M +90,000 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$51M +$38.5M +70,755 New
LCG
9
Luxor Capital Group
New York
$50.4M +$38.1M +70,000 New
Invesco
10
Invesco
Georgia
$50.3M +$28M +51,352 +279%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$47M +$35.5M +65,293 New
State Street
12
State Street
Massachusetts
$45M +$34M +62,429 New
GGHC
13
Gilder Gagnon Howe & Co
New York
$39.2M +$1.24M +2,276 +4%
VanEck Associates
14
VanEck Associates
New York
$34.3M -$6.1M -11,211 -19%
DP
15
DSAM Partners
United Kingdom
$31.7M +$17.5M +32,100 +269%
Northern Trust
16
Northern Trust
Illinois
$25.7M +$19.4M +35,678 New
Charles Schwab
17
Charles Schwab
California
$23.6M +$17.9M +32,795 New
HHAM
18
HITE Hedge Asset Management
Massachusetts
$20M +$15.1M +27,743 New
Alkeon Capital Management
19
Alkeon Capital Management
New York
$19.8M
Voloridge Investment Management
20
Voloridge Investment Management
Florida
$16.5M +$12.5M +22,887 New
ECP
21
Electron Capital Partners
New York
$16M +$12.1M +22,276 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$15.1M +$5.19M +9,530 +83%
DCM
23
Driehaus Capital Management
Illinois
$13.8M +$10.4M +19,176 New
SPPAM
24
Summit Partners Public Asset Management
Massachusetts
$12.6M +$9.52M +17,499 New
N
25
Nuveen
North Carolina
$10.2M +$7.74M +14,214 New

STEM Hedge Fund Activity: Q2 2021 in Review

168 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q2 2021, worth a combined $1.89B — up 424% from $360M a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new STEM positions and 32 closed out — a net gain of 58 holders — while 42 added to existing stakes and 22 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $268M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $24.3M sold.

  • 168 institutional investors held Stem (STEM) as of Q2 2021, up from 110 in Q1 2021.
  • Funds reported $1.89B of Stem stock for Q2 2021, up 424% quarter-over-quarter.
  • 90 funds opened new Stem positions in Q2 2021 and 32 closed out, a net change of +58 holders.
  • The largest Stem buyer in Q2 2021 was Vanguard Group, an estimated $268M added.
  • The largest Stem seller in Q2 2021 was Susquehanna International Group, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2021.