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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
AWM
476
Avior Wealth Management
Nebraska
$551K
MYIA
477
Mount Yale Investment Advisors
Colorado
$550K +$512K +3,739 New
OPS
478
Orion Portfolio Solutions
Nebraska
$542K +$20.7K +151 +4%
PMA
479
Prudent Man Advisors
Illinois
$537K -$11.4K -83 -2%
APA
480
American Portfolios Advisors
New York
$534K +$26.8K +196 +6%
CA
481
Capitolis Advisors
New York
$531K
ECM
482
Estabrook Capital Management
New York
$529K
S
483
SignatureFD
Georgia
$528K +$144K +1,051 +41%
LWMM
484
Legacy Wealth Management (Mississippi)
Mississippi
$526K
AssetMark Inc
485
AssetMark Inc
California
$517K +$414K +3,026 +615%
CT
486
Chicago Trust
Illinois
$515K
AAS
487
Ameritas Advisory Services
Nebraska
$508K +$473K +3,456 New
BP
488
Ballentine Partners
Massachusetts
$503K
Verition Fund Management
489
Verition Fund Management
Connecticut
$501K -$38.6K -282 -8%
MA
490
MUFG Americas
New York
$497K
CPA
491
Cardiff Park Advisors
California
$496K +$462K +3,375 New
QC
492
Quadrature Capital
United Kingdom
$492K +$457K +3,343 New
AAM
493
Aureus Asset Management
Massachusetts
$491K
SBL
494
Sargent Bickham Lagudis
Colorado
$489K -$27.4K -200 -6%
MC
495
Manteio Capital
New Jersey
$477K +$444K +3,245 New
CICI
496
Capital Investment Counsel Inc
North Carolina
$475K
FWIA
497
Fort Washington Investment Advisors
Ohio
$471K
AA
498
AlphaMark Advisors
Kentucky
$470K +$15.5K +113 +4%
MGIA
499
Moneta Group Investment Advisors
Missouri
$470K +$62.1K +454 +17%
CBFP
500
Cedar Brook Financial Partners
Ohio
$470K +$93.6K +684 +27%