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Symbotic
SYM

Overview Fund Activity

128 hedge funds and large institutions have $1.84B invested in Symbotic in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
128
Holders Change
+48
Holders Change %
+60%
% of All Funds
2.02%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
57
Increased
39
Reduced
23
Closed
8
Calls
$20.4M
Puts
$33M
Net Calls
-$12.6M
Net Calls Change
-$12.3M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$89.9M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$28M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$15.4M
4
TG
4
TCW Group
California
$13.5M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$11.8M

Top Sellers

1
FCM
1
Frontier Capital Management
Massachusetts
$7.08M
2
BlackRock
2
BlackRock
New York
$11.9M
3
NCGI
3
Next Century Growth Investors
Minnesota
$4.38M
4
NIP
4
Nicholas Investment Partners
California
$13.9M
5
ETC
5
Exchange Traded Concepts
Oklahoma
$23.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$5.1M 119,246 +117,782 +8,045%
1832 Asset Management
27
1832 Asset Management
Ontario, Canada
$4.93M 115,200 +115,200 New
Invesco
28
Invesco
Georgia
$4.54M 106,067 -3,800 -3%
NCGI
29
Next Century Growth Investors
Minnesota
$4.38M 102,379 -114,684 -53%
UBS Group
30
UBS Group
Switzerland
$4.14M 96,781 +65,742 +212%
HSA
31
Hussman Strategic Advisors
Maryland
$3.34M 78,000 +78,000 New
Jane Street
32
Jane Street
New York
$2.95M 69,009 +12,496 +22%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.84M 66,243 +43,776 +195%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$2.79M 65,220 -3,908 -6%
TFCM
35
Taylor Frigon Capital Management
Arizona
$2.71M 63,240 +63,240 New
BLAM
36
Bourne Lent Asset Management
New York
$2.45M 57,210 – –
TCM
37
Tanaka Capital Management
New York
$2.43M 56,830 -13,170 -19%
Squarepoint
38
Squarepoint
New York
$2.32M 54,115 +54,115 New
Bank of New York Mellon
39
Bank of New York Mellon
New York
$2.24M 52,425 +29,500 +129%
PCM
40
Penserra Capital Management
California
$2.09M 48,837 +48,837 New
Osaic Holdings
41
Osaic Holdings
Arizona
$2M 46,713 +42,393 +981%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.86M 43,473 +19,275 +80%
Calamos Advisors
43
Calamos Advisors
Illinois
$1.85M 43,230 +4,322 +11%
SI
44
Stephens Inc
Arkansas
$1.66M 38,841 +38,841 New
Northern Trust
45
Northern Trust
Illinois
$1.58M 37,004 +5,935 +19%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$1.58M 36,988 -10,909 -23%
1CM
47
1492 Capital Management
Wisconsin
$1.56M 36,426 -32,344 -47%
Morgan Stanley
48
Morgan Stanley
New York
$1.55M 36,153 +18,143 +101%
EIM
49
Essex Investment Management
Massachusetts
$1.46M 34,001 +23,601 +227%
RJT
50
Raymond James Trust
Florida
$1.42M 33,200 +13,700 +70%
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