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Alight

200 hedge funds and large institutions have $4.11B invested in Alight in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 82 increasing their positions, 66 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

895% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $1.11M

24% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 66

0.2% less ownership

Funds ownership: 4.71%4.51% (-0.2%)

0% less capital invested

Capital invested by funds: $4.13B → $4.11B (-$19.7M)

6% less funds holding

Funds holding: 212200 (-12)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

32% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 34

Holders
200
Holders Change
-12
Holders Change %
-5.66%
% of All Funds
3.14%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
23
Increased
82
Reduced
66
Closed
34
Calls
$11.1M
Puts
$1.11M
Net Calls
+$9.95M
Net Calls Change
-$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
176
Forum Financial Management
Illinois
$95.7K
ZIM
177
Zacks Investment Management
Illinois
$93.2K +$89.4K +504 New
Fidelity Investments
178
Fidelity Investments
Massachusetts
$61.2K -$22M -124,101 -100%
Allspring Global Investments
179
Allspring Global Investments
North Carolina
$60.3K +$49.2K +277 +565%
SOW
180
State of Wyoming
Wyoming
$58.7K +$56.3K +317 New
FHA
181
First Horizon Advisors
Tennessee
$52.6K +$8.52K +48 +20%
ACM
182
Aquatic Capital Management
Illinois
$52K +$3.55K +20 +8%
Lazard Asset Management
183
Lazard Asset Management
New York
$31K -$16.5K -93 -36%
Nomura Asset Management
184
Nomura Asset Management
Japan
$26.8K
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$20K -$710 -4 -4%
C
186
Covestor
United Kingdom
$16K -$18.1K -102 -53%
HI
187
Harbour Investments
Wisconsin
$11.1K
CFFP
188
Center for Financial Planning
Michigan
$7.81K
HNB
189
Huntington National Bank
Ohio
$2.8K -$710 -4 -21%
PA
190
Parallel Advisors
California
$2.04K +$1.06K +6 +120%
Allianz Asset Management
191
Allianz Asset Management
Germany
$2.02K +$1.94M +10,958 New
LC
192
Lindbrook Capital
California
$1.74K +$1.6K +9 New
WBC
193
West Branch Capital
Massachusetts
$1.19K
MSFP
194
Mark Sheptoff Financial Planning
Connecticut
$924
BIA
195
Bell Investment Advisors
California
$620
JWA
196
JFS Wealth Advisors
Pennsylvania
$509 +$177 +1 +50%
SIC
197
SJS Investment Consulting
Ohio
$361
DI
198
Disciplined Investments
Oklahoma
$268
AF
199
Advisornet Financial
Minnesota
$194
HCP
200
Hexagon Capital Partners
Arkansas
$37 -$355 -2 Closed