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Symbotic
SYM

Overview Fund Activity

128 hedge funds and large institutions have $1.84B invested in Symbotic in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
128
Holders Change
+48
Holders Change %
+60%
% of All Funds
2.02%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
57
Increased
39
Reduced
23
Closed
8
Calls
$20.4M
Puts
$33M
Net Calls
-$12.6M
Net Calls Change
-$12.3M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$89.9M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$28M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$15.4M
4
TG
4
TCW Group
California
$13.5M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$11.8M

Top Sellers

1
FCM
1
Frontier Capital Management
Massachusetts
$7.08M
2
BlackRock
2
BlackRock
New York
$11.9M
3
NCGI
3
Next Century Growth Investors
Minnesota
$4.38M
4
NIP
4
Nicholas Investment Partners
California
$13.9M
5
ETC
5
Exchange Traded Concepts
Oklahoma
$23.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SoftBank Group
1
SoftBank Group
Japan
$942M 22,000,000 – –
SSI
2
SVF Sponsor III
California
$389M 9,090,000 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$89.9M 2,101,014 +797,078 +61%
NWA
4
Navis Wealth Advisors
New York
$39.1M 913,554 – –
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$30.5M 714,897 +144,668 +25%
First Trust Advisors
6
First Trust Advisors
Illinois
$28M 652,995 +366,761 +128%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$25.4M 593,298 +209,705 +55%
ETC
8
Exchange Traded Concepts
Oklahoma
$23.9M 558,682 -50,732 -8%
RJA
9
Raymond James & Associates
Florida
$18M 420,372 +72,837 +21%
Legal & General Group
10
Legal & General Group
United Kingdom
$17.7M 413,891 -16,822 -4%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$15.4M 358,700 +358,700 New
NIP
12
Nicholas Investment Partners
California
$13.9M 325,321 -80,248 -20%
TG
13
TCW Group
California
$13.5M 315,627 +315,627 New
BlackRock
14
BlackRock
New York
$11.9M 278,159 -230,774 -45%
Voloridge Investment Management
15
Voloridge Investment Management
Florida
$11.8M 275,456 +275,456 New
DCM
16
Driehaus Capital Management
Illinois
$11.5M 268,248 +268,248 New
Millennium Management
17
Millennium Management
New York
$11.2M 261,632 +245,691 +1,541%
SST
18
S Squared Technology
New York
$9.42M 220,000 +90,000 +69%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$8.39M 196,099 -532 -0.3%
State Street
20
State Street
Massachusetts
$7.4M 172,825 +122,225 +242%
FCM
21
Frontier Capital Management
Massachusetts
$7.08M 165,421 -875,723 -84%
AR
22
Advisory Research
Illinois
$6M 140,213 -16,554 -11%
PI
23
PineBridge Investments
New York
$5.38M 125,717 +125,717 New
TAM
24
Telemark Asset Management
Massachusetts
$5.35M 125,000 +125,000 New
Renaissance Technologies
25
Renaissance Technologies
New York
$5.23M 122,262 +113,362 +1,274%
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