439 hedge funds and large institutions have $6.4B invested in Toast in 2023 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 158 increasing their positions, 124 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+26
Holders Change %
+6.3%
% of All Funds
6.44%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
102
Increased
158
Reduced
124
Closed
71
Calls
$144M
Puts
$122M
Net Calls
+$22.4M
Net Calls Change
+$43M
Name Holding Trade Value Shares
Change
Shares
Change %
Neuberger Berman Group
201
Neuberger Berman Group
New York
$793K -$74.5K -4,082 -9%
PAS
202
Park Avenue Securities
New York
$784K +$784K +42,921 New
HF
203
HRT Financial
New York
$784K +$784K +42,940 New
Toronto Dominion Bank
204
Toronto Dominion Bank
Ontario, Canada
$781K -$297K -16,240 -28%
AWS
205
Arkfeld Wealth Strategies
Nebraska
$778K +$778K +41,379 New
CAM
206
Cresset Asset Management
Illinois
$758K -$18.7K -1,026 -2%
IWC
207
Integrated Wealth Concepts
Massachusetts
$756K +$756K +41,376 New
URS
208
Utah Retirement Systems
Utah
$747K +$5.48K +300 +0.7%
DnB Asset Management
209
DnB Asset Management
Norway
$740K
RBC
210
Romano Brothers & Co
Illinois
$732K
MCP
211
Mirador Capital Partners
California
$725K +$725K +39,699 New
Mariner
212
Mariner
Kansas
$724K -$47.3K -2,591 -6%
Daiwa Securities Group
213
Daiwa Securities Group
Japan
$719K -$1.47M -80,728 -67%
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$715K -$47.5K -2,601 -6%
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
$710K +$374K +20,502 +112%
LAM
216
Lewis Asset Management
California
$700K +$700K +38,343 New
Wealth Enhancement Advisory Services
217
Wealth Enhancement Advisory Services
Minnesota
$699K -$191K -10,486 -22%
NAM
218
Nissay Asset Management
Japan
$696K +$75.5K +4,132 +12%
S
219
Sachetta
Massachusetts
$696K +$696K +38,100 New
BCIM
220
British Columbia Investment Management
British Columbia, Canada
$690K +$186K +10,193 +37%
CICI
221
Capital Investment Counsel Inc
North Carolina
$690K
Bank Julius Baer & Co
222
Bank Julius Baer & Co
Switzerland
$683K +$292 +16 +0%
GITFIT
223
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$676K
Principal Financial Group
224
Principal Financial Group
Iowa
$668K -$132K -7,207 -16%
SEC
225
Seven Eight Capital
New York
$651K +$306K +16,755 +89%