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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 %
FAM
551
Fred Alger Management
New York
– -$111K -4,314 Closed
OCM
552
Orion Capital Management
California
– -$103K -4,000 Closed
Parallax Volatility Advisers
553
Parallax Volatility Advisers
California
– -$49K -1,902 Closed
PH
554
Pinnacle Holdings
Oklahoma
– -$31.5K -1,222 Closed
WBC
555
West Branch Capital
Massachusetts
– -$25.8K -1,000 Closed
NFSG
556
Newbridge Financial Services Group
Florida
– -$20.6K -800 Closed
VWM
557
Valley Wealth Managers
New Jersey
– -$19.3K -749 Closed
CAL
558
Capital Analysts LLC
Pennsylvania
– -$15K -600 Closed
GWM
559
Geneos Wealth Management
Colorado
– -$12.9K -500 Closed
HCM
560
Hollencrest Capital Management
California
– -$12.9K -500 Closed
BEI
561
Benjamin Edwards Inc
Missouri
– -$10K -388 Closed
RWMG
562
Redwood Wealth Management Group
New Jersey
– -$6.44K -250 Closed
RFG
563
RFP Financial Group
Georgia
– -$4.64K -180 Closed
VNA
564
Valley National Advisers
Pennsylvania
– -$2K -115 Closed
QL
565
Quarry LP
New York
– -$2.24K -87 Closed
OWA
566
Opal Wealth Advisors
New York
– -$1.29K -50 Closed
CC
567
Cypress Capital
Tennessee
– -$1.29K -50 Closed
CJ
568
Caitlin John
Michigan
– -$644 -25 Closed
FNWA
569
Financial Network Wealth Advisors
Utah
– -$206 -8 Closed
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