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Alight

209 hedge funds and large institutions have $3.29B invested in Alight in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 54 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,237% more call options, than puts

Call options by funds: $4.68M | Put options by funds: $350K

80% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 54

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

5% more funds holding

Funds holding: 200209 (+9)

0.17% more ownership

Funds ownership: 4.51%4.68% (+0.17%)

20% less capital invested

Capital invested by funds: $4.11B → $3.29B (-$823M)

Holders
209
Holders Change
+9
Holders Change %
+4.5%
% of All Funds
3.32%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
38
Increased
97
Reduced
54
Closed
28
Calls
$4.68M
Puts
$350K
Net Calls
+$4.33M
Net Calls Change
-$5.62M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
176
JP Morgan Private Wealth Advisors
California
$84.7K +$840 +5 +0.8%
HCM
177
Horrell Capital Management
Arkansas
$83K
PCM
178
Prelude Capital Management
New York
$82K +$97.1K +578 New
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$81.5K -$504 -3 -0.5%
FFM
180
Forum Financial Management
Illinois
$80K +$7.72K +46 +9%
Capstone Investment Advisors
181
Capstone Investment Advisors
New York
$76.9K -$59.6K -355 -40%
SWS
182
SYSTM Wealth Solutions
Illinois
$72.5K -$26.4K -157 -24%
RJT
183
Raymond James Trust
Florida
$71.5K -$3.19K -19 -4%
LCS
184
Levin Capital Strategies
New York
$70.9K -$126K -750 -60%
DekaBank Deutsche Girozentrale
185
DekaBank Deutsche Girozentrale
Germany
$52K +$61.5K +366 New
Lazard Asset Management
186
Lazard Asset Management
New York
$51K +$33.3K +198 +118%
Citigroup
187
Citigroup
New York
$50.3K -$1.03M -6,162 -95%
KBC Group
188
KBC Group
Belgium
$48K +$56.9K +339 New
Fidelity Investments
189
Fidelity Investments
Massachusetts
$45.4K -$1.85K -11 -3%
FHA
190
First Horizon Advisors
Tennessee
$34.6K -$6.89K -41 -14%
Nomura Asset Management
191
Nomura Asset Management
Japan
$20.6K
PFBT
192
Parkside Financial Bank & Trust
Missouri
$20.3K +$24K +143 New
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$15K -$168 -1 -0.9%
C
194
Covestor
United Kingdom
$15K +$2.52K +15 +17%
IHWM
195
Iron Horse Wealth Management
Iowa
$6.49K +$7.72K +46 New
CFFP
196
Center for Financial Planning
Michigan
$5.99K
AF
197
Allworth Financial
California
$1.18K +$1.34K +8 New
JWA
198
JFS Wealth Advisors
Pennsylvania
$1.12K +$840 +5 +167%
PA
199
Parallel Advisors
California
$1.05K -$672 -4 -36%
VNA
200
Valley National Advisers
Pennsylvania
$1K +$672 +4 New