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115 hedge funds and large institutions have $92.4M invested in Vuzix in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

4% less call options, than puts

Call options by funds: $1.55M | Put options by funds: $1.61M

2.74% less ownership

Funds ownership: 42.92%40.18% (-2.7%)

8% less funds holding

Funds holding: 125115 (-10)

33% less capital invested

Capital invested by funds: $138M → $92.4M (-$46M)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

Holders
115
Holders Change
-10
Holders Change %
-8%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
36
Reduced
33
Closed
20
Calls
$1.55M
Puts
$1.61M
Net Calls
-$64K
Net Calls Change
+$131K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$22.7M -$812K -183,116 -3%
BlackRock
2
BlackRock
New York
$16.6M +$1.52K +342 +0%
State Street
3
State Street
Massachusetts
$11.6M +$210K +47,330 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.5M +$25.5K +5,762 +0.2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.48M -$158K -35,685 -3%
Mitsubishi UFJ Asset Management
6
Mitsubishi UFJ Asset Management
Japan
$3.09M -$150K -33,763 -4%
EIM
7
Essex Investment Management
Massachusetts
$1.91M -$68K -15,339 -3%
Northern Trust
8
Northern Trust
Illinois
$1.75M +$34.6K +7,810 +2%
Morgan Stanley
9
Morgan Stanley
New York
$1.44M +$186K +41,943 +12%
TFCM
10
Taylor Frigon Capital Management
Arizona
$1.23M +$32.1K +7,250 +2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.15M +$214K +48,311 +18%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$908K -$130K -29,264 -10%
Goldman Sachs
13
Goldman Sachs
New York
$805K +$215K +48,462 +28%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$796K +$49.1K +11,079 +5%
Citadel Advisors
15
Citadel Advisors
Florida
$685K -$23.4K -5,282 -3%
Charles Schwab
16
Charles Schwab
California
$613K +$32.1K +7,249 +4%
Jane Street
17
Jane Street
New York
$606K +$93.6K +21,118 +14%
N
18
Nuveen
North Carolina
$582K -$1.24K -279 -0.2%
LCM
19
Legato Capital Management
California
$567K -$33.1K -7,463 -5%
Osaic Holdings
20
Osaic Holdings
Arizona
$525K +$3.69K +833 +0.6%
NAMA
21
Nikko Asset Management Americas
New York
$511K -$32.1K -7,246 -5%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$511K -$32.1K -7,246 -5%
GC
23
Guggenheim Capital
Illinois
$505K -$338K -76,294 -35%
RAM
24
Redmond Asset Management
Virginia
$448K +$239K +53,851 +77%
BRWA
25
B. Riley Wealth Advisors
Florida
$389K +$34.3K +7,735 +8%

VUZI Hedge Fund Activity: Q3 2023 in Review

115 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vuzix (VUZI) for Q3 2023, worth a combined $92.4M — down 33% from $138M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of VUZI and 10 opened new positions — a net loss of 10 holders — while 33 trimmed existing stakes and 36 added.

The largest buyer was State Board of Administration of Florida Retirement System, adding an estimated $254K. The largest seller was Millennium Management, exiting entirely with an estimated $5.96M sold.

  • 115 institutional investors held Vuzix (VUZI) as of Q3 2023, down from 125 in Q2 2023.
  • Funds reported $92.4M of Vuzix stock for Q3 2023, down 33% quarter-over-quarter.
  • 10 funds opened new Vuzix positions in Q3 2023 and 20 closed out, a net change of -10 holders.
  • The largest Vuzix buyer in Q3 2023 was State Board of Administration of Florida Retirement System, an estimated $254K added.
  • The largest Vuzix seller in Q3 2023 was Millennium Management, an estimated $5.96M sold.

Based on aggregated 13F filings for Q3 2023.