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SYM - Symbotic Inc. Stock Price, Fair Value and News
48.34
USD
+1.84
(+3.96%)
Market Closed
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SYM
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Funds-Owners-Holders
Which funds bought or sold SYM recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-07
Swiss National Bank
ADDED
Premium
Premium
Premium
Premium
33,000
2024-05-07
OPPENHEIMER & CO INC
NEW
Premium
Premium
Premium
Premium
8,144
2024-05-07
ZEVENBERGEN CAPITAL INVESTMENTS LLC
ADDED
Premium
Premium
Premium
Premium
361,167
2024-05-07
SUSQUEHANNA INTERNATIONAL GROUP, LLP
ADDED
Premium
Premium
Premium
Premium
118,175
2024-05-07
Arizona State Retirement System
ADDED
Premium
Premium
Premium
Premium
4,602
2024-05-07
CarsonAllaria Wealth Management, Ltd.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-07
Susquehanna Portfolio Strategies, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-07
M&T Bank Corp
NEW
Premium
Premium
Premium
Premium
5,127
2024-05-07
NEW YORK STATE COMMON RETIREMENT FUND
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-06
SG Americas Securities, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-06
HighTower Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
15,200
2024-05-06
Advisory Services Network, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-06
Parallel Advisors, LLC
NEW
Premium
Premium
Premium
Premium
300
2024-05-06
Retirement Planning Co of New England, Inc.
NEW
Premium
Premium
Premium
Premium
16,765
2024-05-03
TRUST CO OF VERMONT
UNCHANGED
Premium
Premium
Premium
Premium
200
2024-05-03
GSA CAPITAL PARTNERS LLP
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-03
SIGNATUREFD, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-03
RiverPark Advisors, LLC
NEW
Premium
Premium
Premium
Premium
823
2024-05-03
Larson Financial Group LLC
NEW
Premium
Premium
Premium
Premium
40.00
2024-05-03
Western Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
17,150
2024-05-03
ESSEX INVESTMENT MANAGEMENT CO LLC
ADDED
Premium
Premium
Premium
Premium
24,516
2024-05-02
Sigma Planning Corp
NEW
Premium
Premium
Premium
Premium
5,015
2024-05-02
Centerpoint Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
1,200
2024-05-02
FORA Capital, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-02
Quent Capital, LLC
UNCHANGED
Premium
Premium
Premium
Premium
14,300
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1–25 of 232
Which funds are the top buyers of SYM?
Fund Name
# Shares
$ Value
% Port.
SOFTBANK GROUP CORP.
39,825,300
2,044,230,000
11.02%
BAILLIE GIFFORD & CO
9,483,370
426,752,000
0.33%
SVF Sponsor III (DE) LLC
9,090,000
466,590,000
100.00%
VANGUARD GROUP INC
2,081,030
106,819,000
-
1832 Asset Management L.P.
1,055,400
54,173,700
0.08%
VOLORIDGE INVESTMENT MANAGEMENT, LLC
882,734
45,310,700
0.18%
MILLENNIUM MANAGEMENT LLC
717,518
36,830,200
0.02%
GOLDMAN SACHS GROUP INC
639,396
32,820,200
-
RAYMOND JAMES & ASSOCIATES
616,391
27,737,600
0.02%
FMR LLC
610,650
31,344,600
-
Rows per page:
10
1–10 of 78
Which funds have put a big percent of portfolio in SYM?
Fund Name
$ Value
% Port.
SVF Sponsor III (DE) LLC
466,590,000
100.00%
SOFTBANK GROUP CORP.
2,044,230,000
11.02%
S Squared Technology, LLC
13,859,100
6.73%
Washington Harbour Partners LP
3,007,940
5.77%
TANAKA CAPITAL MANAGEMENT INC
2,132,000
5.21%
BOCHK Asset Management Ltd
3,208,080
1.97%
Taylor Frigon Capital Management LLC
3,013,290
1.44%
BOURNE LENT ASSET MANAGEMENT INC
2,770,200
1.12%
HUSSMAN STRATEGIC ADVISORS, INC.
4,252,500
0.99%
Nicholas Investment Partners, LP
8,295,340
0.97%
Rows per page:
10
1–10 of 92
Trend of No. of funds that hold SYM
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
BAILLIE GIFFORD & CO
426,752,000
Invesco Ltd.
16,841,200
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
12,116,000
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
12,116,000
COATUE MANAGEMENT LLC
11,087,800
COATUE MANAGEMENT LLC
11,087,800
SCOPUS ASSET MANAGEMENT, L.P.
4,749,770
LORD, ABBETT & CO. LLC
4,469,000
Additions
Fund Name
% Increased
Point72 Asset Management, L.P.
7,998
ZEVENBERGEN CAPITAL INVESTMENTS LLC
1,826
GOLDMAN SACHS GROUP INC
1,346
BANK OF AMERICA CORP /DE/
1,038
SUSQUEHANNA INTERNATIONAL GROUP, LLP
719
FIFTH THIRD BANCORP
455
US BANCORP \DE\
434
D. E. Shaw & Co., Inc.
286
Reductions
Fund Name
% Reduced
WOLFF WIESE MAGANA LLC
-96.66
1492 Capital Management LLC
-86.95
LPL Financial LLC
-68.05
Rakuten Securities, Inc.
-61.21
Walleye Capital LLC
-58.18
ADAGE CAPITAL PARTNERS GP, L.L.C.
-57.51
ADAGE CAPITAL PARTNERS GP, L.L.C.
-57.51
ADVISORY RESEARCH INC
-56.59
Sold off
Fund Name
$ Sold
Russell Investments Group, Ltd.
-2,153,520
Telemark Asset Management, LLC
-2,005,800
Calamos Advisors LLC
-1,279,970
GROUP ONE TRADING, L.P.
-958,137
FORA Capital, LLC
-940,314
New World Advisors LLC
-769,950
G2 Investment Partners Management LLC
-681,972
NEW YORK STATE COMMON RETIREMENT FUND
-658,000