We are live on ! Find out more
STXS icon

Stereotaxis

61 hedge funds and large institutions have $65.3M invested in Stereotaxis in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $73K | Put options by funds: $30K

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more capital invested

Capital invested by funds: $59.9M → $65.3M (+$5.37M)

5% more funds holding

Funds holding: 5861 (+3)

0.78% less ownership

Funds ownership: 46.91%46.13% (-0.78%)

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
10
Increased
23
Reduced
13
Closed
6
Calls
$73K
Puts
$30K
Net Calls
+$43K
Net Calls Change
+$32K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$230K -$6.27K -3,879 -3%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$229K +$85.2K +52,740 +68%
Citadel Advisors
28
Citadel Advisors
Florida
$215K -$45.5K -28,170 -19%
Morgan Stanley
29
Morgan Stanley
New York
$204K +$149K +92,373 +386%
Bank of America
30
Bank of America
North Carolina
$197K +$182K +112,527 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$132K +$50.2K +31,075 +70%
LSA
32
Leonteq Securities AG
Switzerland
$131K
Millennium Management
33
Millennium Management
New York
$127K +$89.4K +55,360 +321%
PCH
34
Polar Capital Holdings
United Kingdom
$122K -$11.2K -6,960 -9%
WE
35
Wealth Effects
Massachusetts
$122K +$808 +500 +0.7%
ECM
36
ExodusPoint Capital Management
New York
$110K +$101K +62,818 New
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$103K
LPL Financial
38
LPL Financial
California
$67.1K +$6.69K +4,140 +12%
WSC
39
Wellington Shields & Co
New York
$65.1K +$2.91K +1,800 +5%
IRC
40
Investors Research Corp
Georgia
$62.9K +$58.1K +35,950 New
BFM
41
Boothbay Fund Management
New York
$59.5K +$54.9K +34,005 New
YIH
42
Y-Intercept (HK)
Hong Kong
$56.9K +$52.6K +32,537 New
CCIA
43
Cherry Creek Investment Advisors
Colorado
$52.2K -$11.9K -7,347 -20%
Charles Schwab
44
Charles Schwab
California
$39.7K
JP Morgan Chase
45
JP Morgan Chase
New York
$38.8K +$35.6K +22,042 +19,680%
VF
46
Virtu Financial
New York
$37K +$33.8K +20,951 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$31.5K
RJFSA
48
Raymond James Financial Services Advisors
Florida
$29.6K
SAM
49
Summit Asset Management
Tennessee
$27.1K -$1.71K -1,060 -6%
EGM
50
Engineers Gate Manager
New York
$25.9K -$2.4K -1,484 -9%

STXS Hedge Fund Activity: Q4 2023 in Review

61 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Stereotaxis (STXS) for Q4 2023, worth a combined $65.3M — up 9% from $59.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new STXS positions and 6 closed out — a net gain of 4 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Archon Capital Management, adding an estimated $485K. The largest seller was Redmile Group, cutting an estimated $3.82M.

  • 61 institutional investors held Stereotaxis (STXS) as of Q4 2023, up from 58 in Q3 2023.
  • Funds reported $65.3M of Stereotaxis stock for Q4 2023, up 9% quarter-over-quarter.
  • 10 funds opened new Stereotaxis positions in Q4 2023 and 6 closed out, a net change of +4 holders.
  • The largest Stereotaxis buyer in Q4 2023 was Archon Capital Management, an estimated $485K added.
  • The largest Stereotaxis seller in Q4 2023 was Redmile Group, an estimated $3.82M sold.

Based on aggregated 13F filings for Q4 2023.