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Vuzix
VUZI

Overview Fund Activity

122 hedge funds and large institutions have $534M invested in Vuzix in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 22 closing their positions.

Holders
122
Holders Change
+34
Holders Change %
+38.64%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
59
Increased
32
Reduced
22
Closed
22
Calls
$75.4M
Puts
$72.7M
Net Calls
+$2.62M
Net Calls Change
-$12.8M

Top Buyers

1
AIM
1
ARK Investment Management
Florida
$53M
2
Mitsubishi UFJ Asset Management
2
Mitsubishi UFJ Asset Management
Japan
$70.8M
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$26.4M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$15.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$27.5M

Top Sellers

1
TFCM
1
Taylor Frigon Capital Management
Arizona
$8.94M
2
AI
2
Atom Investors
Texas
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$384K
4
State Street
4
State Street
Massachusetts
$119M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$495K
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
76
Meridian Wealth Management
Kentucky
$220K 8,663 +8,663 New
Balyasny Asset Management
77
Balyasny Asset Management
Illinois
$208K 8,182 +8,182 New
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$206K 8,098 -2,077 -20%
GIM
79
Grassi Investment Management
California
$204K 8,000 +8,000 New
SWM
80
Spire Wealth Management
Virginia
$183K 7,205 +7,205 New
CWP
81
Concord Wealth Partners
Virginia
$172K 6,768 +6,768 New
Bank of America
82
Bank of America
North Carolina
$158K 6,212 +6,212 New
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$153K 6,000 -1,000 -14%
HI
84
Harbour Investments
Wisconsin
$139K 5,460 +5,460 New
JCM
85
Jacobi Capital Management
Pennsylvania
$132K 5,200 +600 +13%
FIA
86
FNY Investment Advisers
New York
$127K 5,000 +5,000 New
JG
87
Jefferies Group
New York
$120K 4,700 -27,800 -86%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$91K 3,600 -400 -10%
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89K 3,500 -1,000 -22%
FP
90
Fiduciary Planning
Florida
$70K 2,750 +2,750 New
1C
91
1623 Capital
Virginia
$65K 2,551 +2,551 New
EP
92
Eudaimonia Partners
Tennessee
$51K 2,000 +2,000 New
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$49K 2,677 – –
APA
94
American Portfolios Advisors
New York
$25.7K 1,010 +510 +102%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$25K 1,000 -1,000 -50%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$25K 1,000 – –
Baillie Gifford & Co
97
Baillie Gifford & Co
United Kingdom
$25K 1,000 +1,000 New
TCWM
98
Total Clarity Wealth Management
Illinois
$25K 1,000 +1,000 New
SFS
99
Sowell Financial Services
Arkansas
$24K 1,226 +500 +69%
GRP
100
Global Retirement Partners
California
$21K 829 +829 New
2 3
4
5 6