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Alight

218 hedge funds and large institutions have $4B invested in Alight in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 93 increasing their positions, 54 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 54

32% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 37

28% more call options, than puts

Call options by funds: $5.43M | Put options by funds: $4.25M

22% more capital invested

Capital invested by funds: $3.29B → $4B (+$710M)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

4% more funds holding

Funds holding: 209218 (+9)

0% less ownership

Funds ownership: 4.68%4.68% (-0%)

Holders
218
Holders Change
+9
Holders Change %
+4.31%
% of All Funds
3.18%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
49
Increased
93
Reduced
54
Closed
37
Calls
$5.43M
Puts
$4.25M
Net Calls
+$1.18M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
201
Turtle Creek Wealth Advisors
Texas
$4.44K +$3.84K +26 New
GI
202
GAMMA Investing
California
$3.02K +$2.51K +17 New
FFA
203
Farther Finance Advisors
California
$2.35K +$2.07K +14 New
EWP
204
Elevation Wealth Partners
California
$2.34K +$2.51K +17 New
PA
205
Parallel Advisors
California
$1.82K +$591 +4 +57%
BFPW
206
BOK Financial Private Wealth
Colorado
$1.71K +$1.48K +10 New
QCG
207
Quadrant Capital Group
Ohio
$1.49K +$1.33K +9 New
BIA
208
Bell Investment Advisors
California
$1.15K +$148 +1 +17%
PWMG
209
Private Wealth Management Group
New Jersey
$1.07K +$887 +6 New
VCM
210
Versant Capital Management
Arizona
$1.01K +$887 +6 New
BTI
211
Blue Trust Inc
Georgia
$1K +$887 +6 New
WBC
212
West Branch Capital
Massachusetts
$888
MSFP
213
Mark Sheptoff Financial Planning
Connecticut
$853
JWA
214
JFS Wealth Advisors
Pennsylvania
$563 -$739 -5 -63%
AF
215
Allworth Financial
California
$546 -$739 -5 -63%
AF
216
Advisornet Financial
Minnesota
$503 +$444 +3 New
SIC
217
SJS Investment Consulting
Ohio
$342
DPW
218
DiNuzzo Private Wealth
Pennsylvania
$214 +$148 +1 New
PIP
219
Permian Investment Partners
Texas
-$62.4M -625,480 Closed
THLTP
220
Thomas H. Lee (THL) Partners
Massachusetts
-$36.3M -256,024 Closed
BCPEMI
221
Bain Capital Public Equity Management II
Massachusetts
-$13.1M -92,498 Closed
MCM
222
Makena Capital Management
California
-$12.6M -88,991 Closed
MIM
223
Monashee Investment Management
Massachusetts
-$6.79M -47,894 Closed
BCM
224
Bridgeway Capital Management
Texas
-$5.86M -41,310 Closed
Hudson Bay Capital Management
225
Hudson Bay Capital Management
Connecticut
-$4.25M -30,000 Closed