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Vuzix
VUZI

Overview Fund Activity

125 hedge funds and large institutions have $138M invested in Vuzix in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 40 reducing their positions, and 21 closing their positions.

Holders
125
Holders Change
-8
Holders Change %
-6.02%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
36
Reduced
40
Closed
21
Calls
$2.73M
Puts
$2.93M
Net Calls
-$195K
Net Calls Change
+$712K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$5.96M
2
BlackRock
2
BlackRock
New York
$23.3M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$6.48M
4
Goldman Sachs
4
Goldman Sachs
New York
$884K
5
EIM
5
Essex Investment Management
Massachusetts
$2.76M

Top Sellers

1
State Street
1
State Street
Massachusetts
$16M
2
Mitsubishi UFJ Asset Management
2
Mitsubishi UFJ Asset Management
Japan
$4.51M
3
Swiss National Bank
3
Swiss National Bank
Switzerland
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.2M
5
Squarepoint
5
Squarepoint
New York
$250K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$4.4K +$2.1K +412 +92%
BTI
102
Blue Trust Inc
Georgia
$4K +$4K +1,000 New
Fidelity Investments
103
Fidelity Investments
Massachusetts
$3.87K -$43.2K -8,476 -92%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
EWA
105
EverSource Wealth Advisors
Alabama
$2.84K – – –
FHA
106
First Horizon Advisors
Tennessee
$2.04K – – –
LFG
107
Larson Financial Group
Missouri
$2.04K – – –
NL
108
NVWM LLC
Pennsylvania
$1.87K – – –
SIC
109
Salem Investment Counselors
North Carolina
$1.79K – – –
NC
110
NewSquare Capital
Pennsylvania
$1.58K – – –
Toronto Dominion Bank
111
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +115 New
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$862 – – –
IGWM
113
ICA Group Wealth Management
Colorado
$612 – – –
GRP
114
Global Retirement Partners
California
$607 – – –
GWM
115
Geneos Wealth Management
Colorado
$551 +$551 +108 New
IRC
116
Investors Research Corp
Georgia
$510 – – –
WFA
117
West Financial Advisors
Iowa
$510 – – –
CFGS
118
Concourse Financial Group Securities
Alabama
$510 – – –
NSG
119
Nalls Sherbakoff Group
Tennessee
$502 – – –
GI
120
Gradient Investments
Minnesota
$337 – – –
BHWM
121
Beaird Harris Wealth Management
Texas
$230 – – –
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$128 -$410 -80 -76%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$107 – – –
MLA
124
MB, Levis & Associates
Pennsylvania
$51 – – –
Swiss National Bank
125
Swiss National Bank
Switzerland
– -$541K -130,700 Closed
2 3 4
5
6