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SurgePays

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

2,592% more call options, than puts

Call options by funds: $4.47M | Put options by funds: $166K

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

18% more funds holding

Funds holding: 2833 (+5)

3% more capital invested

Capital invested by funds: $8.4M → $8.64M (+$236K)

3.21% less ownership

Funds ownership: 12.63%9.41% (-3.2%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.01M -$29.9K -5,607 -1%
MA
2
MYDA Advisors
New York
$881K -$574K -107,727 -44%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$698K +$49.4K +9,275 +9%
BCM
4
Bridgeway Capital Management
Texas
$587K
B
5
Bailard
California
$422K +$34.1K +6,405 +11%
BlackRock
6
BlackRock
New York
$322K +$150K +28,089 +129%
Renaissance Technologies
7
Renaissance Technologies
New York
$314K +$259K +48,700 New
Squarepoint
8
Squarepoint
New York
$289K -$27.4K -5,152 -10%
Marshall Wace
9
Marshall Wace
United Kingdom
$283K -$159K -29,880 -41%
Northern Trust
10
Northern Trust
Illinois
$273K +$149K +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 +$112K +21,019 New
Goldman Sachs
14
Goldman Sachs
New York
$128K +$40.7K +7,649 +63%
JF
15
Jump Financial
Illinois
$106K +$27.2K +5,100 +45%
Victory Capital Management
16
Victory Capital Management
Texas
$106K +$87.1K +16,360 New
CSS
17
Cubist Systematic Strategies
Connecticut
$104K +$85.8K +16,106 New
FIA
18
FNY Investment Advisers
New York
$95K +$78.8K +14,800 New
Osaic Holdings
19
Osaic Holdings
Arizona
$83.8K +$69.2K +12,988 New
AFP
20
Ausdal Financial Partners
Iowa
$81.9K +$5.43K +1,020 +9%
NA
21
NewEdge Advisors
Louisiana
$75.1K +$8.1K +1,521 +15%
OAM
22
Oxford Asset Management
United Kingdom
$71.5K +$59K +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 +$7.06K +1,326 +47%

SURG Hedge Fund Activity: Q4 2023 in Review

33 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in SurgePays (SURG) for Q4 2023, worth a combined $8.64M — up 2.8% from $8.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SURG positions and 7 closed out — a net gain of 5 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $259K. The largest seller was Praetorian PR, exiting entirely with an estimated $2.11M sold.

  • 33 institutional investors held SurgePays (SURG) as of Q4 2023, up from 28 in Q3 2023.
  • Funds reported $8.64M of SurgePays stock for Q4 2023, up 2.8% quarter-over-quarter.
  • 12 funds opened new SurgePays positions in Q4 2023 and 7 closed out, a net change of +5 holders.
  • The largest SurgePays buyer in Q4 2023 was Renaissance Technologies, an estimated $259K added.
  • The largest SurgePays seller in Q4 2023 was Praetorian PR, an estimated $2.11M sold.

Based on aggregated 13F filings for Q4 2023.