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Advantage Solutions

56 hedge funds and large institutions have $1.11B invested in Advantage Solutions in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,153% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $40K

297% more capital invested

Capital invested by funds: $281M → $1.11B (+$834M)

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

1.63% less ownership

Funds ownership: 2.69%1.07% (-1.6%)

10% less funds holding

Funds holding: 6256 (-6)

14% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 43

Holders
56
Holders Change
-6
Holders Change %
-9.68%
% of All Funds
0.99%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
37
Increased
10
Reduced
7
Closed
43
Calls
$2.5M
Puts
$40K
Net Calls
+$2.46M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$4K -$25K -95 -88%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$4K +$3.16K +12 New
CHC
53
City Holding Co
West Virginia
$1K
FFG
54
Fortem Financial Group
California
$1K +$526 +2 New
Osaic Holdings
55
Osaic Holdings
Arizona
$1K +$1.05K +4 New
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.05K +4 New
JGC
57
J. Goldman & Co
New York
-$29.3M -111,595 Closed
DKCM
58
Davidson Kempner Capital Management
New York
-$18.3M -72,125 Closed
GL
59
Governors Lane
New York
-$17.4M -68,391 Closed
AC
60
Antara Capital
New York
-$11.2M -44,244 Closed
SC
61
Sculptor Capital
New York
-$10.2M -40,004 Closed
RCM
62
Ratan Capital Management
Florida
-$9.2M -36,228 Closed
GCL
63
Glazer Capital LLC
New York
-$6.48M -25,521 Closed
KPF
64
K2 Principal Fund
Ontario, Canada
-$6.1M -24,000 Closed
JG
65
Jefferies Group
New York
-$6.05M -23,808 Closed
ECM
66
Element Capital Management
New York
-$5.06M -19,916 Closed
WAM
67
Wolverine Asset Management
Illinois
-$5.18M -19,701 Closed
KC
68
Kepos Capital
New York
-$4.93M -19,400 Closed
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$3.65M -14,533 Closed
MF
70
Magnetar Financial
Illinois
-$3.63M -14,300 Closed
SRCM
71
Sage Rock Capital Management
New York
-$3.51M -13,827 Closed
LIM
72
Longfellow Investment Management
Massachusetts
-$2.95M -11,625 Closed
HI
73
HBK Investments
Texas
-$2.79M -11,000 Closed
Walleye Capital
74
Walleye Capital
New York
-$2.56M -10,090 Closed
BCM
75
BlueCrest Capital Management
Jersey
-$2.54M -10,000 Closed

ADV Hedge Fund Activity: Q4 2020 in Review

56 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Advantage Solutions (ADV) for Q4 2020, worth a combined $1.11B — up 297% from $281M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of ADV and 37 opened new positions — a net loss of 6 holders — while 7 trimmed existing stakes and 10 added.

The largest buyer was Leonard Green & Partners, opening a new position worth an estimated $163M. The largest seller was TD Asset Management, cutting an estimated $35.9M.

  • 56 institutional investors held Advantage Solutions (ADV) as of Q4 2020, down from 62 in Q3 2020.
  • Funds reported $1.11B of Advantage Solutions stock for Q4 2020, up 297% quarter-over-quarter.
  • 37 funds opened new Advantage Solutions positions in Q4 2020 and 43 closed out, a net change of -6 holders.
  • The largest Advantage Solutions buyer in Q4 2020 was Leonard Green & Partners, an estimated $163M added.
  • The largest Advantage Solutions seller in Q4 2020 was TD Asset Management, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2020.