We are live on ! Find out more

134 hedge funds and large institutions have $426M invested in Vuzix in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 43

24% more call options, than puts

Call options by funds: $50M | Put options by funds: $40.5M

10% more funds holding

Funds holding: 122134 (+12)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0.56% more ownership

Funds ownership: 36.3%36.86% (+0.56%)

20% less capital invested

Capital invested by funds: $534M → $426M (-$108M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
55
Increased
32
Reduced
30
Closed
43
Calls
$50M
Puts
$40.5M
Net Calls
+$9.53M
Net Calls Change
+$6.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$79.3M +$45.2M +2,238,076 +107%
BlackRock
2
BlackRock
New York
$72M +$59M +2,921,436 +292%
Vanguard Group
3
Vanguard Group
Pennsylvania
$54M +$9.58M +474,396 +19%
State Street
4
State Street
Massachusetts
$41M -$49.4M -2,444,500 -52%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$27M +$7.92M +392,502 +36%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$17.4M +$10.4M +515,374 +119%
Mitsubishi UFJ Asset Management
7
Mitsubishi UFJ Asset Management
Japan
$12.9M -$42M -2,078,795 -75%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$10.8M +$11.5M +571,074 +2,934%
Northern Trust
9
Northern Trust
Illinois
$10.8M +$10M +496,259 +538%
Millennium Management
10
Millennium Management
New York
$9.81M +$8.69M +430,423 +414%
Morgan Stanley
11
Morgan Stanley
New York
$7.56M +$3.45M +170,881 +71%
TFCM
12
Taylor Frigon Capital Management
Arizona
$5.95M -$547K -27,118 -8%
Renaissance Technologies
13
Renaissance Technologies
New York
$5.6M +$5.67M +280,600 +1,131%
N
14
Nuveen
North Carolina
$4.06M +$4.47M +221,181 New
Rafferty Asset Management
15
Rafferty Asset Management
New York
$3.91M -$16.7M -825,098 -79%
Citadel Advisors
16
Citadel Advisors
Florida
$3.55M -$6.59M -326,559 -63%
Group One Trading
17
Group One Trading
Illinois
$3.35M +$591K +29,268 +19%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.12M +$2.84M +140,651 +482%
EIM
19
Essex Investment Management
Massachusetts
$2.75M -$268K -13,276 -8%
Charles Schwab
20
Charles Schwab
California
$2.67M +$2.58M +127,862 +723%
OQS
21
Occudo Quantitative Strategies
Florida
$2.21M +$1.21M +60,008 +99%
Jane Street
22
Jane Street
New York
$2.2M -$10.3M -508,906 -81%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.87M +$197K +9,769 +11%
MIAN
24
Mariner Independent Advisor Network
Kansas
$1.85M +$2.03M +100,634 New
BRWM
25
B. Riley Wealth Management
Tennessee
$1.82M +$109K +5,400 +6%

VUZI Hedge Fund Activity: Q2 2021 in Review

134 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vuzix (VUZI) for Q2 2021, worth a combined $426M — down 20% from $534M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VUZI positions and 43 closed out — a net gain of 12 holders — while 32 added to existing stakes and 30 trimmed.

The largest buyer was BlackRock, adding an estimated $59M. The largest seller was State Street, cutting an estimated $49.4M.

  • 134 institutional investors held Vuzix (VUZI) as of Q2 2021, up from 122 in Q1 2021.
  • Funds reported $426M of Vuzix stock for Q2 2021, down 20% quarter-over-quarter.
  • 55 funds opened new Vuzix positions in Q2 2021 and 43 closed out, a net change of +12 holders.
  • The largest Vuzix buyer in Q2 2021 was BlackRock, an estimated $59M added.
  • The largest Vuzix seller in Q2 2021 was State Street, an estimated $49.4M sold.

Based on aggregated 13F filings for Q2 2021.