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Symbotic
SYM

Overview Fund Activity

80 hedge funds and large institutions have $910M invested in Symbotic in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
80
Holders Change
+30
Holders Change %
+60%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
36
Increased
22
Reduced
11
Closed
5
Calls
$1.19M
Puts
$1.5M
Net Calls
-$315K
Net Calls Change
-$370K

Top Buyers

1
SoftBank Group
1
SoftBank Group
Japan
$502M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$29.8M
3
FCM
3
Frontier Capital Management
Massachusetts
$23.8M
4
ETC
4
Exchange Traded Concepts
Oklahoma
$13.9M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$13M

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$0
2
NIP
2
Nicholas Investment Partners
California
$9.26M
3
Millennium Management
3
Millennium Management
New York
$364K
4
RA
4
Royce & Associates
New York
$948K
5
LCS
5
Levin Capital Strategies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SoftBank Group
1
SoftBank Group
Japan
$502M 22,000,000 +20,000,000 +1,000%
SSI
2
SVF Sponsor III
California
$208M 9,090,000 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$29.8M 1,303,936 +1,167,773 +858%
FCM
4
Frontier Capital Management
Massachusetts
$23.8M 1,041,144 +696,727 +202%
NWA
5
Navis Wealth Advisors
New York
$20.9M 913,554 +158,856 +21%
ETC
6
Exchange Traded Concepts
Oklahoma
$13.9M 609,414 +609,414 New
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$13M 570,229 +570,229 New
BlackRock
8
BlackRock
New York
$11.6M 508,933 +178,589 +54%
Legal & General Group
9
Legal & General Group
United Kingdom
$9.84M 430,713 +430,713 New
NIP
10
Nicholas Investment Partners
California
$9.26M 405,569 -80,787 -17%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$8.76M 383,593 +338,975 +760%
RJA
12
Raymond James & Associates
Florida
$7.94M 347,535 +168,899 +95%
First Trust Advisors
13
First Trust Advisors
Illinois
$6.54M 286,234 +286,234 New
NCGI
14
Next Century Growth Investors
Minnesota
$4.96M 217,063 +217,063 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$4.49M 196,631 +55,141 +39%
AR
16
Advisory Research
Illinois
$3.58M 156,767 +156,767 New
SST
17
S Squared Technology
New York
$2.97M 130,000 +130,000 New
Invesco
18
Invesco
Georgia
$2.51M 109,867 +109,867 New
Victory Capital Management
19
Victory Capital Management
Texas
$1.66M 72,675 +72,675 New
TCM
20
Tanaka Capital Management
New York
$1.6M 70,000 – –
Russell Investments Group
21
Russell Investments Group
United Kingdom
$1.58M 69,128 +69,128 New
1CM
22
1492 Capital Management
Wisconsin
$1.57M 68,770 -26 -0%
BLAM
23
Bourne Lent Asset Management
New York
$1.31M 57,210 +38,000 +198%
Jane Street
24
Jane Street
New York
$1.29M 56,513 +56,513 New
State Street
25
State Street
Massachusetts
$1.16M 50,600 +14,900 +42%
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