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770 hedge funds and large institutions have $29.2B invested in Ametek in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 271 increasing their positions, 251 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 66

17% more capital invested

Capital invested by funds: $24.8B → $29.2B (+$4.32B)

17% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $17.4M

8% more funds holding

Funds holding: 715770 (+55)

8% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 251

0.11% more ownership

Funds ownership: 86.73%86.84% (+0.11%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
770
Holders Change
+55
Holders Change %
+7.69%
% of All Funds
11.85%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
133
Increased
271
Reduced
251
Closed
66
Calls
$20.2M
Puts
$17.4M
Net Calls
+$2.88M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JCA
451
Jade Capital Advisors
New Jersey
$662K
SP
452
Symmetry Partners
Connecticut
$654K
Nomura Holdings
453
Nomura Holdings
Japan
$650K -$198K -1,448 -25%
HSA
454
HBK Sorce Advisory
Pennsylvania
$646K -$6.57K -48 -1%
OBWP
455
O'Brien Wealth Partners
Massachusetts
$641K +$547 +4 +0.1%
MWM
456
Modera Wealth Management
New Jersey
$640K +$221K +1,617 +59%
CFG
457
Cooper Financial Group
California
$634K +$3.15K +23 +0.5%
EFSCE
458
Enterprise Financial Services Corp (EFSC)
Missouri
$630K -$1.02M -7,482 -64%
FCBT
459
First Citizens Bank & Trust
North Carolina
$628K -$7.93K -58 -1%
NF
460
NTB Financial
Colorado
$609K +$567K +4,144 New
AIM
461
Aigen Investment Management
New York
$606K +$588K +4,298 New
AWM
462
Apollon Wealth Management
South Carolina
$601K +$31.2K +228 +6%
EI
463
Ethic Inc
New York
$597K +$32.3K +236 +6%
JFGIW
464
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$590K
CCM
465
Coldstream Capital Management
Washington
$590K +$549K +4,010 New
PGCM
466
Prescott Group Capital Management
Oklahoma
$588K +$547K +4,000 New
CCP
467
Corient Capital Partners
California
$586K +$3.01K +22 +0.6%
EF
468
Empirical Finance
Pennsylvania
$580K +$145K +1,057 +37%
Cambridge Investment Research Advisors
469
Cambridge Investment Research Advisors
Iowa
$578K -$14.8K -108 -3%
TFGT
470
TS Financial Group (TSFG)
Illinois
$578K +$15.9K +116 +3%
PCM
471
Penn Capital Management
Pennsylvania
$567K -$14.9K -109 -3%
IRF
472
IBM Retirement Fund
New York
$565K -$365K -2,670 -41%
HWM
473
HB Wealth Management
Georgia
$562K +$523K +3,820 New
PDN
474
Pensionfund DSM Netherlands
Netherlands
$559K
GVAG
475
Great Valley Advisor Group
Delaware
$556K