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TOST

Overview Fund Activity

512 hedge funds and large institutions have $11.4B invested in Toast in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 184 increasing their positions, 165 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+10
Holders Change %
+1.99%
% of All Funds
7.41%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
73
Increased
184
Reduced
165
Closed
58
Calls
$296M
Puts
$183M
Net Calls
+$113M
Net Calls Change
-$25.5M

Top Buyers

1
VH
1
ValueAct Holdings
California
$438M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$692M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$415M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$108M
5
Capital International Investors
5
Capital International Investors
California
$1.17B

Top Sellers

1
DIG
1
Dragoneer Investment Group
California
$0
2
GIM
2
Generation Investment Management
United Kingdom
$51.7M
3
CIP
3
Champlain Investment Partners
Vermont
$186M
4
DCP
4
Durable Capital Partners
Maryland
$460M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
476
Asset Dedication LLC
California
$2.92K – – –
WIM
477
Westside Investment Management
California
$2.83K – – –
CFD
478
Creative Financial Designs
Indiana
$2.83K – – –
BIA
479
Bell Investment Advisors
California
$2.72K -$566 -20 -17%
CA
480
Continuum Advisory
Idaho
$2.7K +$2.7K +67 New
CCA
481
Criterion Capital Advisors
Tennessee
$2.45K – – –
MG
482
Mather Group
Illinois
$2.44K -$5.83K -206 -71%
FP
483
Financial Perspectives
Minnesota
$2.12K – – –
JWA
484
JFS Wealth Advisors
Pennsylvania
$2.01K +$453 +16 +29%
MPWT
485
MassMutual Private Wealth & Trust
Connecticut
$1.59K -$2.07K -73 -57%
AF
486
Advisornet Financial
Minnesota
$1.56K +$142 +5 +10%
RA
487
Rise Advisors
New York
$1.42K – – –
AA
488
Addison Advisors
Vermont
$1.42K – – –
SC
489
Swan Capital
Florida
$1.27K +$1.27K +45 New
FCA
490
FinTrust Capital Advisors
South Carolina
$1.13K +$1.13K +40 New
CHA
491
Carmichael Hill & Associates
Maryland
$1.05K – – –
Lazard Asset Management
492
Lazard Asset Management
New York
$1K -$343 -24 -26%
NS
493
NBC Securities
Alabama
$1K – – –
HWM
494
Hemington Wealth Management
Virginia
$1K +$1K +46 New
SWC
495
Spectrum Wealth Counsel
Indiana
$850 +$850 +30 New
QCG
496
Quadrant Capital Group
Ohio
$793 +$566 +20 +250%
DPW
497
DiNuzzo Private Wealth
Pennsylvania
$595 -$28 -1 -5%
RDIA
498
RE Dickinson Investment Advisors
Iowa
$567 – – –
SIC
499
SJS Investment Consulting
Ohio
$567 +$284 +10 +100%
CPG
500
Cornerstone Planning Group
New Jersey
$511 +$511 +17 New
18 19
20
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