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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
MGIA
576
Moneta Group Investment Advisors
Missouri
$201K +$190K +1,574 New
MMG
577
Monetary Management Group
Missouri
$185K
TAIM
578
TD Ameritrade Investment Management
Nebraska
$176K
ST
579
Smithfield Trust
Pennsylvania
$160K
Jones Financial Companies
580
Jones Financial Companies
Missouri
$150K +$32.6K +270 +30%
S
581
Seeyond
France
$149K
SBSB
582
Sullivan, Bruyette, Speros & Blaney
Virginia
$142K -$3.02K -25 -2%
SC
583
Steph & Co
Wisconsin
$142K
FQ
584
First Quadrant
California
$140K
OSAM
585
O'Shaughnessy Asset Management
Connecticut
$138K +$25.6K +212 +24%
WAM
586
Wolverine Asset Management
Illinois
$136K +$129K +1,068 New
O
587
Ossiam
France
$126K +$30.1K +249 +34%
TC
588
Truvestments Capital
Florida
$122K +$52.7K +437 +85%
FWM
589
Focused Wealth Management
New York
$121K
HIIFS
590
Harel Insurance Investments & Financial Services
Israel
$107K -$111K -920 -79%
HFS
591
Hantz Financial Services
Michigan
$96K -$42.6K -353 -32%
PA
592
Parallel Advisors
California
$92K +$1.93K +16 +2%
FA
593
Fortis Advisors
Pennsylvania
$90K +$85K +704 New
SWM
594
Spire Wealth Management
Virginia
$87K +$82.3K +682 New
LSA
595
Leonteq Securities AG
Switzerland
$84.4K +$2.54K +21 +3%
FF
596
FourThought Financial
Florida
$84K
NR
597
Newfound Research
Massachusetts
$82K -$10.4K -86 -12%
BCA
598
Berman Capital Advisors
Georgia
$79K -$1.21K -10 -2%
AIC
599
Ameritas Investment Company
Nebraska
$76.1K +$71.9K +596 New
MLFP
600
MPS Loria Financial Planners
Illinois
$74K -$121 -1 -0.2%