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SWAV

Shockwave Medical, Inc. Common Stock

Delisted

SWAV was delisted on the 30th of May, 2024.

266 hedge funds and large institutions have $6.64B invested in Shockwave Medical, Inc. Common Stock in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 93 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 23

100% more funds holding in top 10

Funds holding in top 10: 1 β†’ 2 (+1)

50% more call options, than puts

Call options by funds: $81.5M | Put options by funds: $54.3M

12% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 83

11% more funds holding

Funds holding: 240 β†’ 266 (+26)

9% more capital invested

Capital invested by funds: $6.11B β†’ $6.64B (+$534M)

Holders
266
Holders Change
+26
Holders Change %
+10.83%
% of All Funds
4.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
52
Increased
93
Reduced
83
Closed
23
Calls
$81.5M
Puts
$54.3M
Net Calls
+$27.2M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
226
Berman Capital Advisors
Georgia
$61K +$22.8K +116 +63%
FMP
227
Financial Management Professionals
Texas
$55K +$48.1K +245 +1,021%
FHA
228
First Horizon Advisors
Tennessee
$49K +$196 +1 +0.4%
TCWM
229
Total Clarity Wealth Management
Illinois
$47K +$44.8K +228 New
EWM
230
Evermay Wealth Management
Virginia
$43K +$40.8K +208 New
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$41K – – –
RCA
232
Ranch Capital Advisors
Florida
$41K – – –
SIAP
233
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$41K – – –
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$41K +$9.23K +47 +30%
CMBA
235
C.M. Bidwell & Associates
Hawaii
$38K +$36.7K +187 New
QCG
236
Quadrant Capital Group
Ohio
$36K +$1.18K +6 +4%
CCM
237
Covington Capital Management
California
$31K -$1.96K -10 -6%
ATC
238
Adirondack Trust Company
New York
$27K – – –
PI
239
PEAK6 Investments
Illinois
$25K +$23.2K +118 +3,933%
FDCDDQ
240
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.7K – – –
TWA
241
TCI Wealth Advisors
Arizona
$24K +$5.3K +27 +30%
FCA
242
FinTrust Capital Advisors
South Carolina
$23K – – –
S
243
SignatureFD
Georgia
$23K +$4.32K +22 +24%
OC
244
Oakworth Capital
Alabama
$23K +$22.2K +113 New
PWMG
245
Prestige Wealth Management Group
New Jersey
$21K +$19.6K +100 New
SWM
246
Sugarloaf Wealth Management
Georgia
$21K +$19.6K +100 New
GKWIM
247
Gerber Kawasaki Wealth & Investment Management
California
$20K +$19.2K +98 New
CFGS
248
Concourse Financial Group Securities
Alabama
$19K – – –
Rockefeller Capital Management
249
Rockefeller Capital Management
New York
$16K – – –
WWMSC
250
Wagner Wealth Management (South Carolina)
South Carolina
$15K – – –

SWAV Hedge Fund Activity: Q3 2021 in Review

266 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Shockwave Medical, Inc. Common Stock (SWAV) for Q3 2021, worth a combined $6.64B β€” up 8.7% from $6.11B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SWAV positions and 23 closed out β€” a net gain of 29 holders β€” while 93 added to existing stakes and 83 trimmed.

The largest buyer was Invesco, adding an estimated $138M. The largest seller was Lord, Abbett & Co, cutting an estimated $62.3M.

  • 266 institutional investors held Shockwave Medical, Inc. Common Stock (SWAV) as of Q3 2021, up from 240 in Q2 2021.
  • Funds reported $6.64B of Shockwave Medical, Inc. Common Stock stock for Q3 2021, up 8.7% quarter-over-quarter.
  • 52 funds opened new Shockwave Medical, Inc. Common Stock positions in Q3 2021 and 23 closed out, a net change of +29 holders.
  • The largest Shockwave Medical, Inc. Common Stock buyer in Q3 2021 was Invesco, an estimated $138M added.
  • The largest Shockwave Medical, Inc. Common Stock seller in Q3 2021 was Lord, Abbett & Co, an estimated $62.3M sold.

Based on aggregated 13F filings for Q3 2021.