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Symbotic
SYM

Overview Fund Activity

151 hedge funds and large institutions have $2.05B invested in Symbotic in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 23 closing their positions.

Holders
151
Holders Change
+23
Holders Change %
+17.97%
% of All Funds
2.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
46
Increased
58
Reduced
31
Closed
23
Calls
$19.3M
Puts
$18.7M
Net Calls
+$546K
Net Calls Change
+$13.1M

Top Buyers

1
SoftBank Group
1
SoftBank Group
Japan
$1.33B
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$24.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$12.4M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$12.2M
5
HCM
5
Hodges Capital Management
Texas
$5.74M

Top Sellers

1
NWA
1
Navis Wealth Advisors
New York
$0
2
First Trust Advisors
2
First Trust Advisors
Illinois
$11.8M
3
ETC
3
Exchange Traded Concepts
Oklahoma
$11.9M
4
Legal & General Group
4
Legal & General Group
United Kingdom
$8.6M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSS
26
Cubist Systematic Strategies
Connecticut
$4.31M 128,989 +128,989 New
FDS
27
First Dallas Securities
Texas
$3.78M 113,192 +113,192 New
UBS Group
28
UBS Group
Switzerland
$3.71M 110,951 +14,170 +15%
LPL Financial
29
LPL Financial
California
$3.41M 102,059 +87,006 +578%
JF
30
Jump Financial
Illinois
$3.25M 97,360 +69,560 +250%
Adage Capital Partners
31
Adage Capital Partners
Massachusetts
$3.15M 94,150 +94,150 New
PI
32
PineBridge Investments
New York
$3.14M 93,944 -31,773 -25%
Charles Schwab
33
Charles Schwab
California
$2.9M 86,628 +80,261 +1,261%
HSA
34
Hussman Strategic Advisors
Maryland
$2.81M 84,000 +6,000 +8%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$2.78M 83,200 +83,200 New
Jane Street
36
Jane Street
New York
$2.61M 78,150 +9,141 +13%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$2.52M 75,527 +48,214 +177%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.31M 68,978 +2,735 +4%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$2.15M 64,419 -801 -1%
TFCM
40
Taylor Frigon Capital Management
Arizona
$2.13M 63,576 +336 +0.5%
Wells Fargo
41
Wells Fargo
California
$2.12M 63,459 +32,857 +107%
EIM
42
Essex Investment Management
Massachusetts
$2.07M 62,034 +28,033 +82%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$2.07M 62,023 +30,398 +96%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$2.02M 60,466 +8,041 +15%
TAM
45
Telemark Asset Management
Massachusetts
$2.01M 60,000 -65,000 -52%
BLAM
46
Bourne Lent Asset Management
New York
$1.93M 57,660 +450 +0.8%
TCM
47
Tanaka Capital Management
New York
$1.9M 56,830 – –
Citadel Advisors
48
Citadel Advisors
Florida
$1.63M 48,874 +48,439 +11,135%
Simplex Trading
49
Simplex Trading
Illinois
$1.58M 47,316 +47,316 New
CG
50
Cutler Group
California
$1.56M 46,803 +46,803 New
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