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Treace Medical Concepts
TMCI

123 hedge funds and large institutions have $895M invested in Treace Medical Concepts in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $1.97M

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

128% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 25

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

45% more capital invested

Capital invested by funds: $618M → $895M (+$278M)

16% more funds holding

Funds holding: 106 → 123 (+17)

7.02% more ownership

Funds ownership: 51.08% → 58.1% (+7%)

Holders
123
Holders Change
+17
Holders Change %
+16.04%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
31
Increased
57
Reduced
25
Closed
14
Calls
$15.2M
Puts
$1.97M
Net Calls
+$13.2M
Net Calls Change
+$870K

Top Buyers

Rank Fund Capital Flow
1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$25.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$13.5M
3
Norges Bank
Norges Bank
Norway
+$12.7M
4
PA
Perceptive Advisors
New York
+$11.6M
5
UBS AM
UBS AM
Illinois
+$9.99M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$12.6M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$5.63M
3
Bank of America
Bank of America
North Carolina
-$3.83M
4
EIM
Essex Investment Management
Massachusetts
-$3.22M
5
TCM
TimesSquare Capital Management
New York
-$2.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$8.06M +$817K +34,783 +12%
Millennium Management
27
Millennium Management
New York
$7.88M +$6.21M +264,490 +548%
IECM
28
Intrinsic Edge Capital Management
Illinois
$7.4M +$6.9M +293,773 New
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$7.37M -$5.63M -239,645 -45%
N
30
Nuveen
North Carolina
$7.28M +$528K +22,474 +8%
Marshall Wace
31
Marshall Wace
United Kingdom
$7.13M +$6.64M +282,905 New
JP Morgan Chase
32
JP Morgan Chase
New York
$7.08M +$1.11M +47,284 +20%
PCM
33
Peregrine Capital Management
Minnesota
$7.06M +$6.58M +280,178 New
Charles Schwab
34
Charles Schwab
California
$6.63M +$567K +24,151 +10%
PI
35
Putnam Investments
Massachusetts
$5.91M +$5.51M +234,765 New
SEI Investments
36
SEI Investments
Pennsylvania
$4.64M +$4.32M +184,017 New
Calamos Advisors
37
Calamos Advisors
Illinois
$4.53M +$401K +17,087 +11%
DSCM
38
Divisadero Street Capital Management
Florida
$4.41M +$4.11M +175,000 New
OAM
39
Oberweis Asset Management
Illinois
$3.89M +$3.62M +154,300 New
UOC
40
UBS O'Connor
Illinois
$3.67M +$3.42M +145,559 New
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$3.5M +$3.27M +139,064 New
Ameriprise
42
Ameriprise
Minnesota
$3.49M +$1.02M +43,296 +45%
IAIM
43
Industrial Alliance Investment Management
Quebec, Canada
$3.44M -$825K -35,140 -20%
CM
44
Castleark Management
Illinois
$3.26M +$482K +20,540 +19%
FG
45
Formula Growth
Quebec, Canada
$3.15M +$2.93M +124,900 New
Goldman Sachs
46
Goldman Sachs
New York
$3.12M +$2.28M +97,115 +365%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$3.11M -$121K -5,171 -4%
Two Sigma Investments
48
Two Sigma Investments
New York
$2.76M +$2.22M +94,391 +623%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$2.65M +$1.59M +67,560 +180%
CSS
50
Cubist Systematic Strategies
Connecticut
$2.59M +$1.39M +59,328 +137%
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TMCI Hedge Fund Activity: Q1 2023 in Review

123 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Treace Medical Concepts (TMCI) for Q1 2023, worth a combined $895M — up 45% from $618M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TMCI positions and 14 closed out — a net gain of 17 holders — while 57 added to existing stakes and 25 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $25.5M. The largest seller was Janus Henderson Group, cutting an estimated $12.6M.

  • 123 institutional investors held Treace Medical Concepts (TMCI) as of Q1 2023, up from 106 in Q4 2022.
  • Funds reported $895M of Treace Medical Concepts stock for Q1 2023, up 45% quarter-over-quarter.
  • 31 funds opened new Treace Medical Concepts positions in Q1 2023 and 14 closed out, a net change of +17 holders.
  • The largest Treace Medical Concepts buyer in Q1 2023 was Loomis, Sayles & Company, an estimated $25.5M added.
  • The largest Treace Medical Concepts seller in Q1 2023 was Janus Henderson Group, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2023.