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Stereotaxis
STXS

74 hedge funds and large institutions have $73.2M invested in Stereotaxis in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,450% more call options, than puts

Call options by funds: $51K | Put options by funds: $2K

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

13% more capital invested

Capital invested by funds: $64.9M → $73.2M (+$8.31M)

4% more funds holding

Funds holding: 71 → 74 (+3)

0.68% less ownership

Funds ownership: 48.28% → 47.6% (-0.68%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
24
Reduced
18
Closed
5
Calls
$51K
Puts
$2K
Net Calls
+$49K
Net Calls Change
-$163K

Top Buyers

1
LIM
Lagoda Investment Management
New York
+$582K
2
LCM
Legato Capital Management
California
+$508K
3
BCM
Bridgeway Capital Management
Texas
+$327K
4
PGCM
Prescott Group Capital Management
Oklahoma
+$307K
5
EIM
Essex Investment Management
Massachusetts
+$281K

Top Sellers

1
PCM
Penn Capital Management
Pennsylvania
-$787K
2
OM
Opaleye Management
Massachusetts
-$727K
3
E
Ergoteles
New York
-$293K
4
GC
GMT Capital
Georgia
-$228K
5
UBS Group
UBS Group
Switzerland
-$160K
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
26
State Street
Massachusetts
$358K – – –
KA
27
Kovack Advisors
Florida
$342K +$191K +97,496 +144%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$322K -$233 -119 -0.1%
LSA
29
Leonteq Securities AG
Switzerland
$235K – – –
PCM
30
Penn Capital Management
Pennsylvania
$231K -$787K -402,819 -78%
SOW
31
State of Wyoming
Wyoming
$204K +$20.8K +10,651 +12%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$171K +$161K +82,464 New
Northern Trust
33
Northern Trust
Illinois
$162K – – –
PCH
34
Polar Capital Holdings
United Kingdom
$159K – – –
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$109K +$26.3K +13,465 +34%
MCM
36
Marathon Capital Management
Maryland
$104K – – –
WE
37
Wealth Effects
Massachusetts
$99.9K -$782 -400 -0.8%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$96K +$24.8K +12,700 +38%
Morgan Stanley
39
Morgan Stanley
New York
$94.9K -$63K -32,222 -41%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$91.3K -$270 -138 -0.3%
AI
41
Atom Investors
Texas
$90K -$11.3K -5,778 -12%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$86.1K – – –
E
43
Ergoteles
New York
$81.9K -$293K -149,816 -79%
WSC
44
Wellington Shields & Co
New York
$77.4K +$42.8K +21,893 +141%
CCIA
45
Cherry Creek Investment Advisors
Colorado
$67.3K – – –
VF
46
Virtu Financial
New York
$59K +$55.5K +28,382 New
EHC
47
Everett Harris & Co
California
$47K -$4.49K -2,300 -9%
Charles Schwab
48
Charles Schwab
California
$47K – – –
RSWM
49
Robertson Stephens Wealth Management
California
$41.4K -$9.77K -5,000 -20%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$37.3K – – –
1
2
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STXS Hedge Fund Activity: Q4 2022 in Review

74 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Stereotaxis (STXS) for Q4 2022, worth a combined $73.2M — up 13% from $64.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new STXS positions and 5 closed out — a net gain of 4 holders — while 24 added to existing stakes and 18 trimmed.

The largest buyer was Lagoda Investment Management, adding an estimated $582K. The largest seller was Penn Capital Management, cutting an estimated $787K.

  • 74 institutional investors held Stereotaxis (STXS) as of Q4 2022, up from 71 in Q3 2022.
  • Funds reported $73.2M of Stereotaxis stock for Q4 2022, up 13% quarter-over-quarter.
  • 9 funds opened new Stereotaxis positions in Q4 2022 and 5 closed out, a net change of +4 holders.
  • The largest Stereotaxis buyer in Q4 2022 was Lagoda Investment Management, an estimated $582K added.
  • The largest Stereotaxis seller in Q4 2022 was Penn Capital Management, an estimated $787K sold.

Based on aggregated 13F filings for Q4 2022.