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Ziff Davis

266 hedge funds and large institutions have $3.79B invested in Ziff Davis in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 83 increasing their positions, 107 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.36% more ownership

Funds ownership: 101.78%103.14% (+1.4%)

2% more capital invested

Capital invested by funds: $3.72B → $3.79B (+$77.2M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3% less funds holding

Funds holding: 273266 (-7)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

22% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 107

31% less call options, than puts

Call options by funds: $2.35M | Put options by funds: $3.42M

Holders
266
Holders Change
-7
Holders Change %
-2.56%
% of All Funds
4.24%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
29
Increased
83
Reduced
107
Closed
33
Calls
$2.35M
Puts
$3.42M
Net Calls
-$1.07M
Net Calls Change
-$523K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$17K
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$16.9K +$3.93K +48 +28%
CSPAM
228
Cary Street Partners Asset Management
Virginia
$13.7K
Nomura Asset Management
229
Nomura Asset Management
Japan
$12.5K
RAM
230
Riggs Asset Management
Pennsylvania
$10.3K
LC
231
Lindbrook Capital
California
$9.44K -$1.48K -18 -13%
PFBT
232
Parkside Financial Bank & Trust
Missouri
$8.27K -$5.9K -72 -40%
FFA
233
Farther Finance Advisors
California
$8.04K
BONH
234
Bank of New Hampshire
New Hampshire
$7.8K
BIA
235
Bell Investment Advisors
California
$6.63K -$2.13K -26 -23%
WT
236
Washington Trust
Rhode Island
$6.63K
YAL
237
Your Advocates Ltd
Texas
$5.85K +$6.15K +75 New
UB
238
UMB Bank
Missouri
$4.29K
SWM
239
Spire Wealth Management
Virginia
$4.06K +$656 +8 +18%
VCM
240
Versant Capital Management
Arizona
$3.97K +$3.52K +43 +538%
TWA
241
TCI Wealth Advisors
Arizona
$3.9K
CFGS
242
Concourse Financial Group Securities
Alabama
$3.9K
NA
243
NewEdge Advisors
Louisiana
$3.82K
MPWT
244
MassMutual Private Wealth & Trust
Connecticut
$3.59K -$656 -8 -15%
SPIA
245
Steward Partners Investment Advisory
New York
$3.12K -$4.1K -50 -56%
ST
246
Smithfield Trust
Pennsylvania
$3K
AssetMark Inc
247
AssetMark Inc
California
$2.5K -$232K -2,828 -99%
HCP
248
Hexagon Capital Partners
Arkansas
$2.5K -$574 -7 -18%
CHA
249
Carmichael Hill & Associates
Maryland
$2.26K
RFG
250
RFP Financial Group
Georgia
$1.95K