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Symbotic
SYM

Overview Fund Activity

237 hedge funds and large institutions have $2.9B invested in Symbotic in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 52 reducing their positions, and 37 closing their positions.

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
104
Reduced
52
Closed
37
Calls
$87.3M
Puts
$57M
Net Calls
+$30.2M
Net Calls Change
-$323K

Top Buyers

1
Mirae Asset Global ETFs Holdings
1
Mirae Asset Global ETFs Holdings
Hong Kong
$43.2M
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$375M
3
Citadel Advisors
3
Citadel Advisors
Florida
$36.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$112M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$21M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$545K
2
JGC
2
J. Goldman & Co
New York
$5.79M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$11.5M
4
ACM
4
Anomaly Capital Management
New York
$0
5
MIM
5
Monashee Investment Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
51
Northern Trust
Illinois
$2.85M 81,112 +11,059 +16%
1CM
52
1492 Capital Management
Wisconsin
$2.85M 81,041 +76,283 +1,603%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$2.84M 80,707 +7,058 +10%
UBS AM
54
UBS AM
Illinois
$2.61M 74,115 +61,715 +498%
NCGI
55
Next Century Growth Investors
Minnesota
$2.52M 71,630 -182 -0.3%
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.44M 69,400 +36,400 +110%
TFCM
57
Taylor Frigon Capital Management
Arizona
$2.35M 66,874 -88 -0.1%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$2.21M 62,980 +62,980 New
BLAM
59
Bourne Lent Asset Management
New York
$2.17M 61,710 +150 +0.2%
SG Americas Securities
60
SG Americas Securities
New York
$2.13M 60,524 +60,524 New
William Blair & Company
61
William Blair & Company
Illinois
$1.97M 56,030 +22,665 +68%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$1.85M 52,586 +3,619 +7%
UBS Group
63
UBS Group
Switzerland
$1.79M 50,842 -57,814 -53%
Jane Street
64
Jane Street
New York
$1.79M 50,813 +20,232 +66%
GCM
65
Ghisallo Capital Management
Massachusetts
$1.76M 50,000 -50,000 -50%
LCWP
66
Legacy Capital Wealth Partners
Arkansas
$1.73M 49,114 +49,114 New
HAIM
67
Hunter Associates Investment Management
Pennsylvania
$1.7M 48,606 +9,132 +23%
Voloridge Investment Management
68
Voloridge Investment Management
Florida
$1.68M 47,727 -47,159 -50%
Dimensional Fund Advisors
69
Dimensional Fund Advisors
Texas
$1.52M 43,367 +8,415 +24%
HT
70
HAP Trading
New York
$1.52M 43,311 +43,311 New
MCM
71
Marathon Capital Management
Maryland
$1.48M 42,055 +3,115 +8%
TCM
72
Tanaka Capital Management
New York
$1.46M 41,537 – –
RFA
73
Register Financial Advisors
Georgia
$1.45M 41,300 +30,100 +269%
Goldman Sachs
74
Goldman Sachs
New York
$1.42M 40,493 +33,740 +500%
SC
75
Sculptor Capital
New York
$1.4M 39,700 – –
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