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Advantage Solutions

119 hedge funds and large institutions have $177M invested in Advantage Solutions in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+28
Holders Change %
+30.77%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
37
Reduced
24
Closed
12
Calls
$21K
Puts
$75K
Net Calls
-$54K
Net Calls Change
-$86K
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
101
Wells Fargo
California
$5K -$7.77K -3,494 -61%
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$5K
WFA
103
Wipfli Financial Advisors
Wisconsin
$4K +$4K +1,777 New
LC
104
Lindbrook Capital
California
$4K +$4K +2,016 New
Barrow, Hanley, Mewhinney & Strauss
105
Barrow, Hanley, Mewhinney & Strauss
Texas
$3K -$1.24K -503 -29%
EWA
106
EverSource Wealth Advisors
Alabama
$2K +$1.3K +660 +185%
C
107
Covestor
United Kingdom
$2K +$1.89K +863 +1,692%
AF
108
Allworth Financial
California
$2K +$2K +879 New
Osaic Holdings
109
Osaic Holdings
Arizona
$1K -$4.76K -1,790 -83%
QCG
110
Quadrant Capital Group
Ohio
$1K -$1.66K -1,130 -62%
CA
111
Crewe Advisors
Utah
$1K
CWM
112
CarsonAllaria Wealth Management
Illinois
$1K
S
113
SignatureFD
Georgia
$1K +$1K +265 New
AIP
114
Almanack Investment Partners
Pennsylvania
$1K +$1K +293 New
MCM
115
Manchester Capital Management
Vermont
$1K +$1K +301 New
GWS
116
Glassman Wealth Services
Virginia
$1K +$1K +591 New
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$72 +$72 +31,484 New
ClearBridge Investments
118
ClearBridge Investments
New York
-$9.65M -2,539,065 Closed
PAM
119
Panagora Asset Management
Massachusetts
-$279K -73,408 Closed
M&T Bank
120
M&T Bank
New York
-$123K -32,530 Closed
DU
121
Delphia (USA)
Ontario, Canada
-$95K -25,043 Closed
CC
122
Corton Capital
Ontario, Canada
-$87K -22,819 Closed
Mirae Asset Global Investments
123
Mirae Asset Global Investments
South Korea
-$82K -21,634 Closed
AQR Capital Management
124
AQR Capital Management
Connecticut
-$78K -20,509 Closed
TLP
125
Tri Locum Partners
New York
-$46K -12,156 Closed