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TransDigm Group

856 hedge funds and large institutions have $55.1B invested in TransDigm Group in 2023 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 298 increasing their positions, 264 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+94
Holders Change %
+12.34%
% of All Funds
12.55%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.73%
New
153
Increased
298
Reduced
264
Closed
50
Calls
$138M
Puts
$201M
Net Calls
-$63.4M
Net Calls Change
+$89.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$819K +$39.5K +39 +5%
MCWA
502
Meadow Creek Wealth Advisors
Georgia
$815K +$815K +806 New
ACM
503
Allred Capital Management
Texas
$813K -$5.06K -5 -0.6%
IIA
504
IPG Investment Advisors
California
$809K +$809K +800 New
GS
505
GTS Securities
New York
$806K +$101K +100 +14%
HI
506
Horizon Investments
North Carolina
$800K +$48.6K +48 +6%
PAS
507
Park Avenue Securities
New York
$797K -$9.1K -9 -1%
NIM
508
NEOS Investment Management
Connecticut
$792K +$792K +783 New
SAM
509
Silvercrest Asset Management
New York
$786K +$7.08K +7 +0.9%
LSPW
510
Lake Street Private Wealth
Illinois
$780K +$780K +771 New
CM
511
Castleark Management
Illinois
$779K
PMEF
512
Point72 Middle East FZE
United Arab Emirates
$777K +$777K +768 New
NP
513
Ninepoint Partners
Ontario, Canada
$773K
IAN
514
Integrated Advisors Network
Texas
$769K -$53.6K -53 -7%
SFA
515
Souders Financial Advisors
Ohio
$768K +$41.5K +41 +6%
VCA
516
Verdence Capital Advisors
Maryland
$767K -$180K -178 -19%
BRWA
517
B. Riley Wealth Advisors
Florida
$763K -$9.11K -9 -1%
KIA
518
Knollwood Investment Advisory
Maryland
$760K +$760K +751 New
MGWM
519
Marks Group Wealth Management
Minnesota
$751K -$36.4K -36 -5%
MAS
520
Meeder Advisory Services
Ohio
$750K +$19.2K +19 +3%
LSAG
521
Lake Street Advisors Group
New Hampshire
$743K +$743K +734 New
PAG
522
Private Advisor Group
New Jersey
$742K +$198K +196 +36%
CWM
523
Circle Wealth Management
New Jersey
$742K -$136K -134 -15%
HIM
524
Hanlon Investment Management
New Jersey
$740K +$740K +732 New
CP
525
Canopy Partners
Ohio
$739K +$739K +731 New