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SurgePays
SURG

Overview Fund Activity

28 hedge funds and large institutions have $8.4M invested in SurgePays in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
3
Reduced
13
Closed
10
Calls
$3.19M
Puts
$384K
Net Calls
+$2.8M
Net Calls Change
-$72K

Top Buyers

1
B
Bailard
California
$276K
2
TI
Trexquant Investment
Connecticut
$161K
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.21M
4
OQS
Occudo Quantitative Strategies
Florida
$67.7K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$48.8K

Top Sellers

1
EI
EAM Investors
California
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
TDC
Thompson Davis & Co
Virginia
$0
4
Marshall Wace
Marshall Wace
United Kingdom
$345K
5
Walleye Capital
Walleye Capital
New York
$93.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.21M +$140K +29,910 +7%
PP
2
Praetorian PR
Puerto Rico
$2.11M -$150K -31,969 -7%
MA
3
MYDA Advisors
New York
$1.14M -$253K -54,000 -18%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$463K -$23.9K -5,108 -5%
BCM
5
Bridgeway Capital Management
Texas
$426K -$103K -22,100 -20%
Marshall Wace
6
Marshall Wace
United Kingdom
$345K -$345K -73,703 -50%
B
7
Bailard
California
$276K +$214K +45,675 +341%
Squarepoint
8
Squarepoint
New York
$234K -$20.2K -4,325 -8%
TI
9
Trexquant Investment
Connecticut
$161K +$161K +34,372 New
State Street
10
State Street
Massachusetts
$142K – – –
William Blair & Company
11
William Blair & Company
Illinois
$123K – – –
BlackRock
12
BlackRock
New York
$102K -$4K -854 -4%
Walleye Capital
13
Walleye Capital
New York
$93.9K -$272K -58,202 -74%
CCM
14
Corsair Capital Management
New York
$91.2K -$96K -20,505 -51%
OQS
15
Occudo Quantitative Strategies
Florida
$67.7K +$67.7K +14,462 New
Northern Trust
16
Northern Trust
Illinois
$67.3K – – –
Goldman Sachs
17
Goldman Sachs
New York
$56.8K -$71.1K -15,186 -56%
AFP
18
Ausdal Financial Partners
Iowa
$54.6K +$3.32K +710 +6%
JF
19
Jump Financial
Illinois
$53.4K -$13.6K -2,900 -20%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$48.8K +$48.8K +10,432 New
NA
21
NewEdge Advisors
Louisiana
$47.2K +$47.2K +10,079 New
JIR
22
James Investment Research
Ohio
$46.8K +$46.8K +10,000 New
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$16.8K – – –
UBS Group
24
UBS Group
Switzerland
$13.1K +$13.1K +2,800 New
TRCT
25
Tower Research Capital (TRC)
New York
$5.46K +$5.46K +1,167 New
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