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Latham Group
SWIM

80 hedge funds and large institutions have $729M invested in Latham Group in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,380% more call options, than puts

Call options by funds: $548K | Put options by funds: $10K

225% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 12

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

73% more capital invested

Capital invested by funds: $423M → $729M (+$307M)

21% more funds holding

Funds holding: 66 → 80 (+14)

3.75% more ownership

Funds ownership: 20.87% → 24.62% (+3.8%)

Holders
80
Holders Change
+14
Holders Change %
+21.21%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
39
Reduced
12
Closed
11
Calls
$548K
Puts
$10K
Net Calls
+$538K
Net Calls Change
+$541K

Top Buyers

1
FAM
Fred Alger Management
New York
+$32.6M
2
AAM
ACK Asset Management
Connecticut
+$20.5M
3
DCM
Driehaus Capital Management
Illinois
+$15.6M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$10.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$9.7M

Top Sellers

1
ZP
Zimmer Partners
New York
-$31.4M
2
Millennium Management
Millennium Management
New York
-$5.75M
3
Goldman Sachs
Goldman Sachs
New York
-$4.7M
4
HI
HBK Investments
Texas
-$3.28M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$189M +$735K +37,096 +0.5%
FAM
2
Fred Alger Management
New York
$90.5M +$32.6M +1,643,917 +83%
AllianceBernstein
3
AllianceBernstein
Tennessee
$83.3M +$10.3M +521,629 +19%
Vanguard Group
4
Vanguard Group
Pennsylvania
$64.8M +$9.7M +489,375 +23%
BlackRock
5
BlackRock
New York
$45.1M +$6.42M +323,851 +22%
ZP
6
Zimmer Partners
New York
$38.8M -$31.4M -1,583,515 -51%
Federated Hermes
7
Federated Hermes
Pennsylvania
$26.8M +$3.23M +163,200 +18%
DCM
8
Driehaus Capital Management
Illinois
$19.7M +$15.6M +788,542 New
AAM
9
ACK Asset Management
Connecticut
$16.5M +$20.5M +1,035,000 New
EA
10
Emerald Advisers
Pennsylvania
$13.3M -$212K -10,678 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$12.8M +$1.4M +70,889 +16%
State Street
12
State Street
Massachusetts
$12.5M +$2.22M +112,095 +29%
PC
13
Pier Capital
Connecticut
$12M -$164K -8,288 -2%
Bank of America
14
Bank of America
North Carolina
$10.7M +$3.42M +172,628 +68%
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.69M +$1.93M +97,201 +39%
Wells Fargo
16
Wells Fargo
California
$7.78M -$97.6K -4,926 -2%
AACP
17
Advantage Alpha Capital Partners
California
$7.38M +$2.04M +103,035 +54%
Northern Trust
18
Northern Trust
Illinois
$6.94M +$1.34M +67,844 +32%
Goldman Sachs
19
Goldman Sachs
New York
$5.76M -$4.7M -237,163 -51%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.4M +$1.83M +92,402 +75%
Charles Schwab
21
Charles Schwab
California
$4.19M +$373K +18,803 +13%
IM
22
Islet Management
New York
$3.68M +$2.92M +147,120 New
EMCIP
23
Ewing Morris & Co Investment Partners
Ontario, Canada
$3.01M +$1.88M +95,000 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.48M +$541K +27,320 +38%
Truist Financial
25
Truist Financial
North Carolina
$2.31M +$1.14M +57,664 +168%
1
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SWIM Hedge Fund Activity: Q4 2021 in Review

80 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Latham Group (SWIM) for Q4 2021, worth a combined $729M — up 73% from $423M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SWIM positions and 11 closed out — a net gain of 14 holders — while 39 added to existing stakes and 12 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $32.6M. The largest seller was Zimmer Partners, cutting an estimated $31.4M.

  • 80 institutional investors held Latham Group (SWIM) as of Q4 2021, up from 66 in Q3 2021.
  • Funds reported $729M of Latham Group stock for Q4 2021, up 73% quarter-over-quarter.
  • 25 funds opened new Latham Group positions in Q4 2021 and 11 closed out, a net change of +14 holders.
  • The largest Latham Group buyer in Q4 2021 was Fred Alger Management, an estimated $32.6M added.
  • The largest Latham Group seller in Q4 2021 was Zimmer Partners, an estimated $31.4M sold.

Based on aggregated 13F filings for Q4 2021.