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Symbotic
SYM

Overview Fund Activity

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

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$54.2M
2
Millennium Management
2
Millennium Management
New York
$36.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.4M
4
Invesco
4
Invesco
Georgia
$16.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.4M

Top Sellers

1
NIP
1
Nicholas Investment Partners
California
$8.3M
2
FDS
2
First Dallas Securities
Texas
$616K
3
ETC
3
Exchange Traded Concepts
Oklahoma
$13.2M
4
AR
4
Advisory Research
Illinois
$3.06M
5
LPL Financial
5
LPL Financial
California
$1.67M
Name Market Value Shares Shares
Change 		Shares
Change %
SoftBank Group
1
SoftBank Group
Japan
$2.04B 39,825,312 – –
SSI
2
SVF Sponsor III
California
$467M 9,090,000 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$107M 2,081,034 +40,699 +2%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$54.2M 1,055,400 +690,900 +190%
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$45.3M 882,734 +141,333 +19%
Millennium Management
6
Millennium Management
New York
$36.8M 717,518 +527,654 +278%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$35.3M 687,351 -1,881 -0.3%
Morgan Stanley
8
Morgan Stanley
New York
$31.4M 612,024 +404,714 +195%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$31.3M 610,650 +24,488 +4%
RJA
10
Raymond James & Associates
Florida
$29.8M 579,876 +77,388 +15%
First Trust Advisors
11
First Trust Advisors
Illinois
$26.2M 510,237 +155,828 +44%
Two Sigma Investments
12
Two Sigma Investments
New York
$24.5M 476,863 +106,758 +29%
HCM
13
Hodges Capital Management
Texas
$21.1M 410,766 +239,074 +139%
BlackRock
14
BlackRock
New York
$21M 409,000 +126,155 +45%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$18.9M 369,026 +8,058 +2%
Invesco
16
Invesco
Georgia
$16.8M 328,096 +328,096 New
Goldman Sachs
17
Goldman Sachs
New York
$16.4M 319,698 +275,494 +623%
TG
18
TCW Group
California
$16.1M 313,659 -30,472 -9%
DCM
19
Driehaus Capital Management
Illinois
$15.2M 295,736 +18,679 +7%
SST
20
S Squared Technology
New York
$13.9M 270,000 +10,000 +4%
ETC
21
Exchange Traded Concepts
Oklahoma
$13.2M 256,239 -98,380 -28%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$12.1M 236,035 +236,035 New
Geode Capital Management
23
Geode Capital Management
Massachusetts
$11.6M 226,451 +6,614 +3%
Bank of America
24
Bank of America
North Carolina
$11.5M 224,426 +204,709 +1,038%
Coatue Management
25
Coatue Management
New York
$11.1M 216,010 +216,010 New
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