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Symbotic

196 hedge funds and large institutions have $3.36B invested in Symbotic in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
196
Holders Change
+45
Holders Change %
+29.8%
% of All Funds
2.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
66
Increased
57
Reduced
49
Closed
19
Calls
$98.8M
Puts
$69M
Net Calls
+$29.8M
Net Calls Change
+$29.3M
Name Market Value Shares Shares
Change
Shares
Change %
SPS
101
Susquehanna Portfolio Strategies
Pennsylvania
$560K 10,902 +10,902 New
HighTower Advisors
102
HighTower Advisors
Illinois
$552K 10,740 +1,280 +14%
LCM
103
Legato Capital Management
California
$541K 10,539 -15,345 -59%
GIM
104
Granahan Investment Management
Massachusetts
$532K 10,371 +1,360 +15%
PA
105
Pinnacle Associates
New York
$525K 10,225
Amundi
106
Amundi
France
$508K 11,787 -3,132 -21%
SSA
107
Schonfeld Strategic Advisors
New York
$426K 8,300 +8,300 New
CG
108
Cutler Group
California
$425K 8,293 -38,510 -82%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$424K 8,265 +8,265 New
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$423K 8,231 +23 +0.3%
Citigroup
111
Citigroup
New York
$407K 7,929 -3,987 -33%
AIM
112
Aigen Investment Management
New York
$392K 7,634 -8,673 -53%
CA
113
Cetera Advisors
Colorado
$387K 7,531 +7,531 New
CC
114
Cipher Capital
New York
$371K 7,225 +7,225 New
MML Investors Services
115
MML Investors Services
Massachusetts
$353K 6,871 +696 +11%
AAS
116
Avantax Advisory Services
Texas
$338K 6,577 -40 -0.6%
William Blair & Company
117
William Blair & Company
Illinois
$331K 6,440 +6,440 New
IWC
118
Integrated Wealth Concepts
Massachusetts
$330K 6,435 +6,435 New
TRCT
119
Tower Research Capital (TRC)
New York
$329K 6,405 -1,497 -19%
SIG
120
Stonegate Investment Group
Alabama
$318K 6,200 +6,200 New
EWM
121
Elite Wealth Management
Washington
$317K 6,183 -103 -2%
Verition Fund Management
122
Verition Fund Management
Connecticut
$313K 6,101 -1,136 -16%
GAM
123
Gotham Asset Management
New York
$309K 6,016 +6,016 New
WLG
124
Williamson Legacy Group
Indiana
$309K 6,015 +6,015 New
Pathstone Holdings
125
Pathstone Holdings
New Jersey
$308K 6,008 +6,008 New