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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, 96 increasing their positions, 38 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

723% more call options, than puts

Call options by funds: $14M | Put options by funds: $1.7M

153% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 38

120% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 25

18% more capital invested

Capital invested by funds: $3.5B → $4.13B (+$629M)

16% more funds holding

Funds holding: 183212 (+29)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

0.13% more ownership

Funds ownership: 4.58%4.71% (+0.13%)

Holders
212
Holders Change
+29
Holders Change %
+15.85%
% of All Funds
3.38%
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
96
Reduced
38
Closed
25
Calls
$14M
Puts
$1.7M
Net Calls
+$12.3M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
176
JP Morgan Private Wealth Advisors
California
$103K +$103K +559 New
ISL
177
Ingalls & Snyder LLC
New York
$103K -$19.1K -104 -16%
FC
178
FORA Capital
Florida
$101K +$101K +549 New
Citigroup
179
Citigroup
New York
$98K -$31K -169 -24%
RJT
180
Raymond James Trust
Florida
$97K +$2.57K +14 +3%
FFM
181
Forum Financial Management
Illinois
$95.4K +$95.1K +518 New
TRCT
182
Tower Research Capital (TRC)
New York
$91K -$16.2K -88 -15%
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$91K +$12.5K +68 +16%
ACM
184
Aquatic Capital Management
Illinois
$48K +$47.7K +260 New
Lazard Asset Management
185
Lazard Asset Management
New York
$48K +$47.9K +261 New
FHA
186
First Horizon Advisors
Tennessee
$43.7K -$3.67K -20 -8%
C
187
Covestor
United Kingdom
$35K +$22.9K +125 +189%
Nomura Asset Management
188
Nomura Asset Management
Japan
$26.7K +$26.6K +145 New
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$20K +$734 +4 +4%
HI
190
Harbour Investments
Wisconsin
$11.1K
Allspring Global Investments
191
Allspring Global Investments
North Carolina
$9K +$9K +49 New
CFFP
192
Center for Financial Planning
Michigan
$7.78K
Commonwealth Equity Services
193
Commonwealth Equity Services
Massachusetts
$5.64K +$5.62M +30,616 New
Bessemer Group
194
Bessemer Group
New Jersey
$5K +$4.59K +25 New
TWA
195
TCI Wealth Advisors
Arizona
$4.26K
EI
196
Ellevest Inc
New York
$4.17K -$184 -1 -4%
HNB
197
Huntington National Bank
Ohio
$3.41K +$3.49K +19 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