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ATOM INVESTORS LP

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AUSTIN TX Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Atom Investors is based out of Austin. Atom Investors is a hedge fund with 5 clients and discretionary assets under management (AUM) of $1,204,830,455 (Form ADV from 2023-03-28). Their last reported 13F filing for Q4 2023 included $566,238,850 in managed 13F securities and a top 10 holdings concentration of 13.1%. Atom Investors's largest holding is iShares Russell 2000 ETF-iShares Russell 2000 ETF with shares held of 64,866. Whalewisdom has at least 21 13F filings, and 2 13G filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
IWM iShares Russell 2000 2.3%
SPY SPDR S&P 500 ETF TRU 1.43%
HON Honeywell Internatio 1.4%
V VISA Inc 1.21%
TEL TE Connectivity Ltd 1.19%

2023-12-31

13F Activity

Market Value $0.57b, Prior: $439m
New Purchases 155 stocks
Additional Purchases 174 stocks
Sold out of 137 stocks
Reduced holdings in 103 stocks
Top 10 Holdings % 13.1%
Turnover %[1] 66.51%
Turnover Alt %[2] 28.92%
Time Held Top 20 1.35 quarters
Time Held Top 10 1 quarters
Time Held All 2.1 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance