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SurgePays
SURG

Overview Fund Activity

33 hedge funds and large institutions have $8.64M invested in SurgePays in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
10
Reduced
5
Closed
7
Calls
$4.47M
Puts
$166K
Net Calls
+$4.3M
Net Calls Change
+$1.5M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$314K
2
BlackRock
BlackRock
New York
$322K
3
Northern Trust
Northern Trust
Illinois
$273K
4
GCP
GSA Capital Partners
United Kingdom
$136K
5
Victory Capital Management
Victory Capital Management
Texas
$106K

Top Sellers

1
PP
Praetorian PR
Puerto Rico
$0
2
MA
MYDA Advisors
New York
$881K
3
Marshall Wace
Marshall Wace
United Kingdom
$283K
4
TI
Trexquant Investment
Connecticut
$0
5
Walleye Capital
Walleye Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.01M -$36.2K -5,607 -1%
MA
2
MYDA Advisors
New York
$881K -$695K -107,727 -44%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$698K +$59.8K +9,275 +9%
BCM
4
Bridgeway Capital Management
Texas
$587K – – –
B
5
Bailard
California
$422K +$41.3K +6,405 +11%
BlackRock
6
BlackRock
New York
$322K +$181K +28,089 +129%
Renaissance Technologies
7
Renaissance Technologies
New York
$314K +$314K +48,700 New
Squarepoint
8
Squarepoint
New York
$289K -$33.2K -5,152 -10%
Marshall Wace
9
Marshall Wace
United Kingdom
$283K -$193K -29,880 -41%
Northern Trust
10
Northern Trust
Illinois
$273K +$181K +27,994 +195%
State Street
11
State Street
Massachusetts
$196K – – –
William Blair & Company
12
William Blair & Company
Illinois
$170K – – –
GCP
13
GSA Capital Partners
United Kingdom
$136K +$136K +21,019 New
Goldman Sachs
14
Goldman Sachs
New York
$128K +$49.3K +7,649 +63%
JF
15
Jump Financial
Illinois
$106K +$32.9K +5,100 +45%
Victory Capital Management
16
Victory Capital Management
Texas
$106K +$106K +16,360 New
CSS
17
Cubist Systematic Strategies
Connecticut
$104K +$104K +16,106 New
FIA
18
FNY Investment Advisers
New York
$95K +$95K +14,800 New
Osaic Holdings
19
Osaic Holdings
Arizona
$83.8K +$83.8K +12,988 New
AFP
20
Ausdal Financial Partners
Iowa
$81.9K +$6.58K +1,020 +9%
NA
21
NewEdge Advisors
Louisiana
$75.1K +$9.84K +1,521 +15%
OAM
22
Oxford Asset Management
United Kingdom
$71.5K +$71.5K +11,082 New
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$67.3K – – –
JIR
24
James Investment Research
Ohio
$64.5K – – –
UBS Group
25
UBS Group
Switzerland
$26.6K +$8.55K +1,326 +47%
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