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Vuzix
VUZI

Overview Fund Activity

118 hedge funds and large institutions have $49.1M invested in Vuzix in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+3
Holders Change %
+2.61%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
36
Reduced
30
Closed
16
Calls
$563K
Puts
$686K
Net Calls
-$123K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$930K
2
BlackRock
BlackRock
New York
+$429K
3
GCP
GSA Capital Partners
United Kingdom
+$428K
4
Renaissance Technologies
Renaissance Technologies
New York
+$299K
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$287K

Top Sellers

1
State Street
State Street
Massachusetts
-$4.15M
2
EIM
Essex Investment Management
Massachusetts
-$1.91M
3
AIM
ARK Investment Management
Florida
-$894K
4
LCM
Legato Capital Management
California
-$567K
5
NAMA
Nikko Asset Management Americas
New York
-$511K
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
101
NewSquare Capital
Pennsylvania
$261 – – –
IGWM
102
ICA Group Wealth Management
Colorado
$250 +$250 +120 New
GRP
103
Global Retirement Partners
California
$211 – – –
NSG
104
Nalls Sherbakoff Group
Tennessee
$209 – – –
WFA
105
West Financial Advisors
Iowa
$209 – – –
CFGS
106
Concourse Financial Group Securities
Alabama
$208 – – –
GI
107
Gradient Investments
Minnesota
$138 – – –
BCWM
108
Bartlett & Co Wealth Management
Ohio
$123 +$123 +55 New
GWS
109
Glassman Wealth Services
Virginia
$79 +$79 +38 New
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$71 -$6.8K -3,255 -99%
FFA
111
Farther Finance Advisors
California
$58 +$58 +28 New
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$52 – – –
MLA
113
MB, Levis & Associates
Pennsylvania
$21 – – –
EIM
114
Essex Investment Management
Massachusetts
– -$1.91M -526,690 Closed
LCM
115
Legato Capital Management
California
– -$567K -156,315 Closed
Sumitomo Mitsui Trust Group
116
Sumitomo Mitsui Trust Group
Japan
– -$511K -140,789 Closed
NAMA
117
Nikko Asset Management Americas
New York
– -$511K -140,789 Closed
ASN
118
Advisory Services Network
Georgia
– -$221K -60,882 Closed
ACS
119
Archford Capital Strategies
Illinois
– -$79.5K -21,900 Closed
NA
120
NewEdge Advisors
Louisiana
– -$59.2K -16,300 Closed
William Blair & Company
121
William Blair & Company
Illinois
– -$53.8K -14,817 Closed
Ameriprise
122
Ameriprise
Minnesota
– -$43.6K -12,000 Closed
Verition Fund Management
123
Verition Fund Management
Connecticut
– -$38.9K -10,719 Closed
CWS
124
Confluence Wealth Services
Pennsylvania
– -$37.9K -10,440 Closed
LCM
125
Lazari Capital Management
California
– -$36.3K -10,000 Closed
2 3 4
5
6