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Symbotic

235 hedge funds and large institutions have $3.41B invested in Symbotic in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 89 increasing their positions, 31 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+39
Holders Change %
+19.9%
% of All Funds
3.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
86
Increased
89
Reduced
31
Closed
47
Calls
$86.4M
Puts
$55.9M
Net Calls
+$30.5M
Net Calls Change
+$720K
Name Holding Trade Value Shares
Change
Shares
Change %
Capstone Investment Advisors
51
Capstone Investment Advisors
New York
$3.31M +$3.31M +73,658 New
Bank of New York Mellon
52
Bank of New York Mellon
New York
$3.31M +$257K +5,721 +8%
NCGI
53
Next Century Growth Investors
Minnesota
$3.23M +$2.99M +66,545 +1,263%
Northern Trust
54
Northern Trust
Illinois
$3.15M +$1.43M +31,719 +83%
Adage Capital Partners
55
Adage Capital Partners
Massachusetts
$3.12M +$1.32M +29,408 +74%
TFCM
56
Taylor Frigon Capital Management
Arizona
$3.01M +$198K +4,400 +7%
NIP
57
Nicholas Investment Partners
California
$2.93M -$4.34M -96,519 -60%
Simplex Trading
58
Simplex Trading
Illinois
$2.83M +$2.83M +62,960 New
TC
59
TwinBeech Capital
New York
$2.81M +$2.81M +62,482 New
Bank of America
60
Bank of America
North Carolina
$2.8M -$7.3M -162,279 -72%
BLAM
61
Bourne Lent Asset Management
New York
$2.77M +$149K +3,300 +6%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$2.2M +$643K +14,286 +41%
GIM
63
Granahan Investment Management
Massachusetts
$2.05M +$1.59M +35,288 +340%
TCM
64
Tanaka Capital Management
New York
$1.87M
LPL Financial
65
LPL Financial
California
$1.84M +$370K +8,214 +25%
PCM
66
Penserra Capital Management
California
$1.82M +$1.82M +40,524 New
SC
67
Sculptor Capital
New York
$1.79M +$1.79M +39,700 New
HAIM
68
Hunter Associates Investment Management
Pennsylvania
$1.77M +$730K +16,300 +70%
MCM
69
Marathon Capital Management
Maryland
$1.75M +$1.75M +38,940 New
LSA
70
L & S Advisors
California
$1.7M +$1.7M +37,766 New
Dimensional Fund Advisors
71
Dimensional Fund Advisors
Texas
$1.57M +$417K +9,263 +36%
RJT
72
Raymond James Trust
Florida
$1.54M +$46K +1,022 +3%
William Blair & Company
73
William Blair & Company
Illinois
$1.5M +$1.21M +26,925 +418%
Swiss National Bank
74
Swiss National Bank
Switzerland
$1.49M +$49.5K +1,100 +3%
CSS
75
Cubist Systematic Strategies
Connecticut
$1.48M -$8.01M -177,981 -84%