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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
AssetMark Inc
601
AssetMark Inc
California
$71K -$604 -5 -0.9%
HWMA
602
Heritage Wealth Management (Arizona)
Arizona
$71K +$67.1K +556 New
SPIA
603
Steward Partners Investment Advisory
New York
$64.4K -$40.9K -339 -40%
NSB
604
Norway Savings Bank
Maine
$64K
LWANC
605
Laurel Wealth Advisors (North Carolina)
North Carolina
$60K
SSC
606
Syverson Strege & Co
Iowa
$59K +$55.3K +458 New
LCM
607
Logan Capital Management
Pennsylvania
$57K +$54.3K +450 New
CTC
608
Central Trust Company
Missouri
$54K -$1.21K -10 -2%
FFA
609
Freedman Financial Associates
Massachusetts
$49K -$81.5K -675 -64%
CI
610
CX Institutional
Indiana
$49K +$10K +83 +27%
EI
611
Ellevest Inc
New York
$46K -$1.81K -15 -4%
KFP
612
KB Financial Partners
New Jersey
$45K +$43K +356 New
APP
613
Alpha Paradigm Partners
Illinois
$42K +$40K +331 New
WAP
614
Wealthcare Advisory Partners
Pennsylvania
$39K +$36.6K +303 New
FHC
615
First Horizon Corporation
Tennessee
$37K -$2.78K -23 -7%
SL
616
Savior LLC
Massachusetts
$36K
PFBT
617
Parkside Financial Bank & Trust
Missouri
$34K +$1.93K +16 +6%
FPS
618
Fieldpoint Private Securities
Connecticut
$32K
SOW
619
State of Wyoming
Wyoming
$31K +$29.3K +243 New
SNT
620
Security National Trust
West Virginia
$30K
CIA
621
CSat Investment Advisory
Michigan
$28K +$4.59K +38 +21%
IAIM
622
International Assets Investment Management
Florida
$27K
CCA
623
Column Capital Advisors
Indiana
$26K -$12.1K -100 -33%
Carson Wealth (CWM LLC)
624
Carson Wealth (CWM LLC)
Nebraska
$26K
HNB
625
Huntington National Bank
Ohio
$26K