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Symbotic
SYM

Overview Fund Activity

80 hedge funds and large institutions have $910M invested in Symbotic in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
80
Holders Change
+30
Holders Change %
+60%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
36
Increased
22
Reduced
11
Closed
5
Calls
$1.19M
Puts
$1.5M
Net Calls
-$315K
Net Calls Change
-$370K

Top Buyers

1
SoftBank Group
1
SoftBank Group
Japan
$502M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$29.8M
3
FCM
3
Frontier Capital Management
Massachusetts
$23.8M
4
ETC
4
Exchange Traded Concepts
Oklahoma
$13.9M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$13M

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$0
2
NIP
2
Nicholas Investment Partners
California
$9.26M
3
Millennium Management
3
Millennium Management
New York
$364K
4
RA
4
Royce & Associates
New York
$948K
5
LCS
5
Levin Capital Strategies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$1.09M 47,897 -9,206 -16%
RA
27
Royce & Associates
New York
$948K 41,500 -23,000 -36%
LCM
28
Legato Capital Management
California
$901K 39,439 -7,811 -17%
Calamos Advisors
29
Calamos Advisors
Illinois
$889K 38,908 +38,908 New
Swiss National Bank
30
Swiss National Bank
Switzerland
$731K 32,000 +32,000 New
SC
31
Skylands Capital
Wisconsin
$731K 32,000 +32,000 New
Northern Trust
32
Northern Trust
Illinois
$710K 31,069 +15,102 +95%
UBS Group
33
UBS Group
Switzerland
$709K 31,039 -5,193 -14%
William Blair & Company
34
William Blair & Company
Illinois
$647K 28,320 +28,320 New
RFA
35
Register Financial Advisors
Georgia
$600K 26,250 -11,800 -31%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$553K 24,198 -11,183 -32%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$524K 22,925 -6,365 -22%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$513K 22,467 +21,949 +4,237%
Goldman Sachs
39
Goldman Sachs
New York
$499K 21,831 +21,831 New
Wells Fargo
40
Wells Fargo
California
$452K 19,777 +859 +5%
RJT
41
Raymond James Trust
Florida
$445K 19,500 +8,000 +70%
Morgan Stanley
42
Morgan Stanley
New York
$411K 18,010 +13,613 +310%
Millennium Management
43
Millennium Management
New York
$364K 15,941 -24,244 -60%
QC
44
Quent Capital
New York
$344K 15,500 +15,500 New
OQS
45
Occudo Quantitative Strategies
Florida
$306K 13,397 +13,397 New
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$298K 13,037 +13,037 New
CS
47
Credit Suisse
Switzerland
$250K 10,954 +10,954 New
EIM
48
Essex Investment Management
Massachusetts
$238K 10,400 – –
LPL Financial
49
LPL Financial
California
$230K 10,077 +10,077 New
HIA
50
HTG Investment Advisors
Connecticut
$228K 10,000 – –
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