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Treace Medical Concepts
TMCI

106 hedge funds and large institutions have $618M invested in Treace Medical Concepts in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,923% more call options, than puts

Call options by funds: $13M | Put options by funds: $641K

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

58% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 26

16% more funds holding

Funds holding: 91 → 106 (+15)

2.79% more ownership

Funds ownership: 48.3% → 51.08% (+2.8%)

5% more capital invested

Capital invested by funds: $590M → $618M (+$27.1M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
106
Holders Change
+15
Holders Change %
+16.48%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
41
Reduced
26
Closed
9
Calls
$13M
Puts
$641K
Net Calls
+$12.3M
Net Calls Change
-$964K

Top Buyers

Rank Fund Capital Flow
1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$8.13M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$8.11M
3
PA
Perceptive Advisors
New York
+$7.93M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.68M
5
Bank of America
Bank of America
North Carolina
+$4.33M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$18.1M
2
UOC
UBS O'Connor
Illinois
-$2.93M
3
Calamos Advisors
Calamos Advisors
Illinois
-$1.52M
4
AR
Advisory Research
Illinois
-$1.51M
5
SAM
Sectoral Asset Management
Quebec, Canada
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$5.5M +$120K +5,208 +2%
JP Morgan Chase
27
JP Morgan Chase
New York
$5.38M +$105K +4,578 +2%
Morgan Stanley
28
Morgan Stanley
New York
$4.21M +$2.17M +94,320 +106%
SAM
29
Sectoral Asset Management
Quebec, Canada
$4.14M -$1.47M -63,750 -26%
IAIM
30
Industrial Alliance Investment Management
Quebec, Canada
$3.95M +$989K +42,970 +33%
Calamos Advisors
31
Calamos Advisors
Illinois
$3.74M -$1.52M -65,885 -29%
EIM
32
Essex Investment Management
Massachusetts
$3.22M -$68.9K -2,994 -2%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$2.96M +$632K +27,443 +27%
Tudor Investment Corp
34
Tudor Investment Corp
Connecticut
$2.54M +$883K +38,357 +53%
CM
35
Castleark Management
Illinois
$2.5M -$966K -41,960 -28%
CS
36
Candriam SCA
Luxembourg
$2.41M – – –
Ameriprise
37
Ameriprise
Minnesota
$2.19M +$2.19M +95,308 New
Stifel Financial
38
Stifel Financial
Missouri
$1.49M +$24K +1,042 +2%
LCG
39
Lisanti Capital Growth
New York
$1.43M +$1.44M +62,405 New
Squarepoint
40
Squarepoint
New York
$1.15M +$1.15M +50,155 New
Principal Financial Group
41
Principal Financial Group
Iowa
$1.15M +$1.15M +50,148 New
Millennium Management
42
Millennium Management
New York
$1.11M +$1.11M +48,261 New
AR
43
Advisory Research
Illinois
$1.08M -$1.51M -65,501 -58%
CSS
44
Cubist Systematic Strategies
Connecticut
$995K +$62.4K +2,711 +7%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$983K +$24.3K +1,054 +3%
Swiss National Bank
46
Swiss National Bank
Switzerland
$922K +$18.4K +800 +2%
Renaissance Technologies
47
Renaissance Technologies
New York
$867K -$711K -30,900 -45%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$865K +$866K +37,616 New
LCM
49
Legato Capital Management
California
$793K +$794K +34,494 New
AG
50
Algert Global
California
$741K +$67.7K +2,940 +10%
1
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TMCI Hedge Fund Activity: Q4 2022 in Review

106 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Treace Medical Concepts (TMCI) for Q4 2022, worth a combined $618M — up 4.6% from $590M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new TMCI positions and 9 closed out — a net gain of 15 holders — while 41 added to existing stakes and 26 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $8.13M. The largest seller was Janus Henderson Group, cutting an estimated $18.1M.

  • 106 institutional investors held Treace Medical Concepts (TMCI) as of Q4 2022, up from 91 in Q3 2022.
  • Funds reported $618M of Treace Medical Concepts stock for Q4 2022, up 4.6% quarter-over-quarter.
  • 24 funds opened new Treace Medical Concepts positions in Q4 2022 and 9 closed out, a net change of +15 holders.
  • The largest Treace Medical Concepts buyer in Q4 2022 was CIBC Private Wealth Group, an estimated $8.13M added.
  • The largest Treace Medical Concepts seller in Q4 2022 was Janus Henderson Group, an estimated $18.1M sold.

Based on aggregated 13F filings for Q4 2022.