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Latham Group

132 hedge funds and large institutions have $268M invested in Latham Group in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

181% more capital invested

Capital invested by funds: $95.2M → $268M (+$173M)

144% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 16

112% more call options, than puts

Call options by funds: $91K | Put options by funds: $43K

100% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 27

21% more funds holding

Funds holding: 109132 (+23)

6.6% more ownership

Funds ownership: 27.05%33.65% (+6.6%)

Holders
132
Holders Change
+23
Holders Change %
+21.1%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
39
Increased
54
Reduced
27
Closed
16
Calls
$91K
Puts
$43K
Net Calls
+$48K
Net Calls Change
+$79K
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
1
KeyBank National Association
Ohio
$27.8M +$19.9M +4,092,901 New
VC
2
Voss Capital
Texas
$27.2M -$118K -24,151 -0.6%
BlackRock
3
BlackRock
New York
$19.7M +$1.12M +231,074 +9%
Victory Capital Management
4
Victory Capital Management
Texas
$16.9M -$575K -118,085 -5%
EMCIP
5
Ewing Morris & Co Investment Partners
Ontario, Canada
$14.9M -$823K -169,178 -9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$14.4M +$182K +37,475 +2%
Ameriprise
7
Ameriprise
Minnesota
$13.7M -$3.18M -653,927 -24%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$11.1M +$1.43M +294,246 +22%
FG
9
Formula Growth
Quebec, Canada
$9.94M -$2.43M -498,511 -25%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$8.37M +$1.06M +218,452 +22%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.61M +$98.3K +20,209 +2%
AACP
12
Advantage Alpha Capital Partners
California
$6.3M -$176K -36,178 -4%
State Street
13
State Street
Massachusetts
$5.37M +$198K +40,764 +5%
RC
14
Roubaix Capital
Colorado
$5.18M +$1.54M +315,889 +71%
BCM
15
Bridgeway Capital Management
Texas
$5.18M +$324K +66,647 +10%
Invesco
16
Invesco
Georgia
$4.92M +$2.55M +524,924 +265%
Renaissance Technologies
17
Renaissance Technologies
New York
$4.68M -$10K -2,056 -0.3%
HIM
18
Hillsdale Investment Management
Ontario, Canada
$4.23M +$2.71M +556,963 +862%
American Century Companies
19
American Century Companies
Missouri
$4.07M +$874K +179,665 +43%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$3.4M +$2.21M +454,973 +1,010%
Goldman Sachs
21
Goldman Sachs
New York
$2.8M +$1.25M +256,673 +166%
Alyeska Investment Group
22
Alyeska Investment Group
Illinois
$2.77M -$1.97M -405,800 -50%
EF
23
Empowered Funds
Pennsylvania
$2.44M +$324K +66,647 +23%
CP
24
CenterBook Partners
Connecticut
$2.3M +$1.64M +337,914 New
Charles Schwab
25
Charles Schwab
California
$2.27M +$36.5K +7,502 +2%