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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
CFAM
51
Coury Firm Asset Management
Pennsylvania
$36.4K – – –
Marshall Wace
52
Marshall Wace
United Kingdom
$35.5K +$33.5K +17,168 New
SAM
53
Summit Asset Management
Tennessee
$34.3K – – –
EGM
54
Engineers Gate Manager
New York
$33.7K -$35.3K -18,089 -53%
US Bancorp
55
US Bancorp
Minnesota
$32.4K – – –
Jane Street
56
Jane Street
New York
$26.2K +$24.8K +12,667 New
Osaic Holdings
57
Osaic Holdings
Arizona
$25K – – –
ACA
58
Affinity Capital Advisors
California
$24.6K – – –
Man Group
59
Man Group
United Kingdom
$22.5K +$21.2K +10,851 New
BWA
60
BDO Wealth Advisors
Florida
$20.7K – – –
WAM
61
Warberg Asset Management
Illinois
$20.6K – – –
Citigroup
62
Citigroup
New York
$20.3K +$19.1K +9,785 New
MCC
63
Money Concepts Capital
Florida
$6.21K – – –
GGI
64
Godsey & Gibb Inc
Virginia
$3.24K +$3.06K +1,566 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$1.92K +$1.45K +740 +392%
Group One Trading
66
Group One Trading
Illinois
$1.5K +$1.42K +726 New
Wells Fargo
67
Wells Fargo
California
$1.27K +$16 +8 +1%
APC
68
Aspire Private Capital
North Carolina
$414 – – –
Dimensional Fund Advisors
69
Dimensional Fund Advisors
Texas
$305 – – –
UBS Group
70
UBS Group
Switzerland
$282 -$160K -81,641 -100%
IAA
71
Independent Advisor Alliance
North Carolina
$227 +$18K +9,220 +9%
Bank of America
72
Bank of America
North Carolina
$118 -$3K -1,535 -96%
GC
73
GMT Capital
Georgia
– -$228K -126,581 Closed
LP
74
LMR Partners
United Kingdom
– -$32K -17,703 Closed
CAM
75
Cresset Asset Management
Illinois
– -$27K -15,000 Closed
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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.