We are live on ! Find out more

35 hedge funds and large institutions have $4.99M invested in Vuzix in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% more ownership

Funds ownership: 11.63%12.17% (+0.53%)

15% less funds holding

Funds holding: 4135 (-6)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

35% less call options, than puts

Call options by funds: $157K | Put options by funds: $241K

36% less capital invested

Capital invested by funds: $7.79M → $4.99M (-$2.8M)

Holders
35
Holders Change
-6
Holders Change %
-14.63%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
10
Closed
12
Calls
$157K
Puts
$241K
Net Calls
-$84K
Net Calls Change
-$76K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.45M
TFCM
2
Taylor Frigon Capital Management
Arizona
$1.33M +$597K +359,439 +50%
BlackRock
3
BlackRock
New York
$666K -$4.91K -2,958 -0.5%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$385K +$30.4K +18,317 +6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$317K -$8.52K -5,129 -2%
GCP
6
GSA Capital Partners
United Kingdom
$110K +$108K +65,126 +264%
Citadel Advisors
7
Citadel Advisors
Florida
$99K -$20.2K -12,144 -13%
CAN
8
Cetera Advisor Networks
California
$73K -$14.1K -8,500 -12%
Simplex Trading
9
Simplex Trading
Illinois
$72K +$82K +49,366 +527%
Goldman Sachs
10
Goldman Sachs
New York
$66K +$89.4K +53,864 New
Northern Trust
11
Northern Trust
Illinois
$65K
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$49K
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$47K -$9.79K -5,900 -13%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$31K -$1.83K -1,100 -4%
State Street
15
State Street
Massachusetts
$29K -$1.83K -1,100 -4%
KeyBank National Association
16
KeyBank National Association
Ohio
$25K
KA
17
KLCM Advisors
Wisconsin
$25K +$16.6K +10,000 +100%
CC
18
Capital Counsel
New York
$25K +$33.2K +20,000 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$23K +$2 +1 +0%
CS
20
Credit Suisse
Switzerland
$19K +$25.8K +15,570 New
Morgan Stanley
21
Morgan Stanley
New York
$18K -$7.81K -4,705 -25%
BRWA
22
B. Riley Wealth Advisors
Florida
$17K -$1.33K -800 -6%
Jane Street
23
Jane Street
New York
$13K +$17K +10,219 New
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$12K
QAM
25
QCI Asset Management
New York
$7K

VUZI Hedge Fund Activity: Q1 2020 in Review

35 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vuzix (VUZI) for Q1 2020, worth a combined $4.99M — down 36% from $7.79M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of VUZI and 9 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 7 added.

The largest buyer was Taylor Frigon Capital Management, adding an estimated $597K. The largest seller was Worth Venture Partners, exiting entirely with an estimated $367K sold.

  • 35 institutional investors held Vuzix (VUZI) as of Q1 2020, down from 41 in Q4 2019.
  • Funds reported $4.99M of Vuzix stock for Q1 2020, down 36% quarter-over-quarter.
  • 9 funds opened new Vuzix positions in Q1 2020 and 12 closed out, a net change of -3 holders.
  • The largest Vuzix buyer in Q1 2020 was Taylor Frigon Capital Management, an estimated $597K added.
  • The largest Vuzix seller in Q1 2020 was Worth Venture Partners, an estimated $367K sold.

Based on aggregated 13F filings for Q1 2020.