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Alight

212 hedge funds and large institutions have $4.13B invested in Alight in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 38 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+29
Holders Change %
+15.85%
% of All Funds
3.39%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
55
Increased
97
Reduced
38
Closed
25
Calls
$14M
Puts
$1.7M
Net Calls
+$12.3M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
JPMPWA
176
J.P. Morgan Private Wealth Advisors
California
$103K +$103K +11,188 New
ISL
177
Ingalls & Snyder LLC
New York
$103K -$19.1K -2,073 -16%
FC
178
FORA Capital
Florida
$101K +$101K +10,982 New
Citigroup
179
Citigroup
New York
$98K -$31.1K -3,376 -24%
RJT
180
Raymond James Trust
Florida
$97K +$2.58K +280 +3%
FFM
181
Forum Financial Management
Illinois
$95.4K +$95.4K +10,355 New
TRCT
182
Tower Research Capital (TRC)
New York
$91K -$16.2K -1,761 -15%
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$91K +$12.4K +1,350 +16%
ACM
184
Aquatic Capital Management
Illinois
$48K +$48K +5,200 New
Lazard Asset Management
185
Lazard Asset Management
New York
$48K +$48K +5,225 New
FHA
186
First Horizon Advisors
Tennessee
$43.7K -$3.56K -386 -8%
C
187
Covestor
United Kingdom
$35K +$23K +2,510 +192%
Nomura Asset Management
188
Nomura Asset Management
Japan
$26.7K +$26.7K +2,900 New
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$20K +$706 +78 +4%
HI
190
Harbour Investments
Wisconsin
$11.1K
Allspring Global Investments
191
Allspring Global Investments
North Carolina
$9K +$9K +977 New
CFFP
192
Center for Financial Planning
Michigan
$7.78K
Commonwealth Equity Services
193
Commonwealth Equity Services
Massachusetts
$5.64K +$5.64K +612,319 New
Bessemer Group
194
Bessemer Group
New Jersey
$5K +$5K +500 New
TWA
195
TCI Wealth Advisors
Arizona
$4.27K +$74 +8 +2%
EI
196
Ellevest Inc
New York
$4.17K -$212 -23 -5%
HNB
197
Huntington National Bank
Ohio
$3.41K +$3.41K +377 New
MCM
198
Manchester Capital Management
Vermont
$1.21K
WBC
199
West Branch Capital
Massachusetts
$1.19K
MSFP
200
Mark Sheptoff Financial Planning
Connecticut
$921