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Latham Group

113 hedge funds and large institutions have $93.4M invested in Latham Group in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 50 increasing their positions, 33 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.03% less ownership

Funds ownership: 28.53%28.49% (-0.03%)

12% less funds holding

Funds holding: 129113 (-16)

13% less capital invested

Capital invested by funds: $107M → $93.4M (-$14M)

40% less call options, than puts

Call options by funds: $43K | Put options by funds: $72K

63% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 24

Holders
113
Holders Change
-16
Holders Change %
-12.4%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
50
Reduced
33
Closed
24
Calls
$43K
Puts
$72K
Net Calls
-$29K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$17.6M +$767K +218,368 +4%
Ameriprise
2
Ameriprise
Minnesota
$8.41M +$1.68M +478,099 +19%
BlackRock
3
BlackRock
New York
$7.72M +$168K +47,715 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.8M -$2.84M -809,640 -29%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$4.9M +$1.63M +464,210 +37%
VC
6
Voss Capital
Texas
$4.81M +$2.77M +787,768 +88%
EMCIP
7
Ewing Morris & Co Investment Partners
Ontario, Canada
$4.59M +$51.2K +14,592 +0.9%
FAM
8
Fred Alger Management
New York
$4.13M +$32.5K +9,268 +0.6%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$2.87M -$790K -224,924 -18%
Alyeska Investment Group
10
Alyeska Investment Group
Illinois
$2.75M -$149K -42,450 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.39M +$14.1K +4,020 +0.5%
State Street
12
State Street
Massachusetts
$2.21M +$4.88K +1,390 +0.2%
FG
13
Formula Growth
Quebec, Canada
$2.19M +$17.6K +5,000 +0.7%
Wells Fargo
14
Wells Fargo
California
$1.65M +$205K +58,245 +11%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$1.65M +$517K +147,216 +34%
Victory Capital Management
16
Victory Capital Management
Texas
$1.54M +$547K +155,844 +41%
Citadel Advisors
17
Citadel Advisors
Florida
$1.42M -$274K -77,943 -14%
Northern Trust
18
Northern Trust
Illinois
$1.18M +$18.4K +5,252 +1%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.11M -$344K -97,900 -20%
N
20
Nuveen
North Carolina
$912K +$329K +93,741 +42%
Charles Schwab
21
Charles Schwab
California
$903K +$74.9K +21,331 +7%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$887K +$126K +35,813 +13%
Bank of America
23
Bank of America
North Carolina
$628K +$87.6K +24,933 +13%
PFM
24
Premier Fund Managers
United Kingdom
$575K
Morgan Stanley
25
Morgan Stanley
New York
$494K -$1.66K -474 -0.3%