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692 hedge funds and large institutions have $25.5B invested in Ametek in 2021 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 254 increasing their positions, 242 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1% more funds holding

Funds holding: 683692 (+9)

5% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 242

3% more capital invested

Capital invested by funds: $24.6B → $25.5B (+$846M)

0.55% less ownership

Funds ownership: 87.08%86.53% (-0.55%)

5% less call options, than puts

Call options by funds: $18.7M | Put options by funds: $19.7M

Holders
692
Holders Change
+9
Holders Change %
+1.32%
% of All Funds
12.15%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
68
Increased
254
Reduced
242
Closed
57
Calls
$18.7M
Puts
$19.7M
Net Calls
-$1.02M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
YIH
501
Y-Intercept (HK)
Hong Kong
$378K +$359K +2,970 New
WJWM
502
Williams Jones Wealth Management
New York
$377K
AWM
503
Avior Wealth Management
Nebraska
$376K
KPW
504
Kore Private Wealth
New York
$365K +$33.9K +281 +11%
Cetera Investment Advisers
505
Cetera Investment Advisers
Illinois
$362K +$107K +888 +46%
Acadian Asset Management
506
Acadian Asset Management
Massachusetts
$355K -$148K -1,222 -31%
LIA
507
LS Investment Advisors
Michigan
$355K -$141K -1,168 -30%
WANY
508
Wealthspire Advisors (New York)
New York
$351K +$124K +1,028 +60%
MWM
509
Modera Wealth Management
New Jersey
$348K +$121 +1 +0%
LWAC
510
Laurel Wealth Advisors (California)
California
$345K
OAM
511
Oppenheimer Asset Management
New York
$344K +$326K +2,697 New
WTC
512
WhitTier Trust Company
Nevada
$343K +$251K +2,083 +347%
GD
513
Grandfield & Dodd
New York
$330K
DILIC
514
Dai-ichi Life Insurance Company
Japan
$326K
SSB
515
Sandy Spring Bank
Maryland
$324K -$573K -4,745 -65%
CI
516
Conning Inc
Connecticut
$323K -$32.6K -270 -10%
VAS
517
Vestmark Advisory Solutions
Massachusetts
$322K +$71.9K +596 +31%
S
518
SignatureFD
Georgia
$321K +$22.1K +183 +8%
WSTAM
519
Wilbanks Smith & Thomas Asset Management
Virginia
$320K
ECM
520
Everence Capital Management
Indiana
$319K +$1.33K +11 +0.4%
PPSG
521
Princeton Portfolio Strategies Group
New Jersey
$316K
QI
522
QS Investors
New York
$313K -$35.7K -296 -11%
CAN
523
Cetera Advisor Networks
California
$311K +$40.6K +336 +16%
Jane Street
524
Jane Street
New York
$308K -$3.31M -27,427 -92%
MPI
525
Mairs & Power Inc
Minnesota
$308K