We are live on ! Find out more

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
IA
676
IFP Advisors
Florida
$27K +$1.78K +13 +8%
HI
677
Harbour Investments
Wisconsin
$26K -$274 -2 -1%
AF
678
Allworth Financial
California
$26K +$8.76K +64 +55%
CFO
679
CVA Family Office
Colorado
$25K +$23.3K +170 New
FQ
680
First Quadrant
California
$23K
TCCM
681
Timber Creek Capital Management
Massachusetts
$22K
TFA
682
Toth Financial Advisory
Virginia
$22K
PCG
683
Private Capital Group
Connecticut
$22K +$3.15K +23 +19%
PCH
684
Polar Capital Holdings
United Kingdom
$21.5K +$4.64M +33,881 +30%
CWM
685
Cedar Wealth Management
California
$21K
GWS
686
Glassman Wealth Services
Virginia
$21K +$4.79K +35 +33%
Optiver Holding
687
Optiver Holding
Netherlands
$21K +$10.9K +80 +105%
EARNEST Partners
688
EARNEST Partners
Georgia
$20K
EL
689
EMFO LLC
Florida
$20K
LWA
690
Lenox Wealth Advisors
New York
$20K +$274 +2 +1%
SCA
691
Snowden Capital Advisors
New York
$19K -$440K -3,213 -96%
EW
692
Evoke Wealth
California
$19K
TCWA
693
Ten Capital Wealth Advisors
Washington
$19K
MIM
694
Macroview Investment Management
Maryland
$18K +$16.8K +123 New
EBA
695
Eagle Bay Advisors
New York
$17K -$12.3K -90 -45%
LC
696
Lindbrook Capital
California
$17K +$684 +5 +5%
CCM
697
Chilton Capital Management
Texas
$17K +$15.7K +115 New
C
698
Covestor
United Kingdom
$17K +$15.7K +115 New
FAG
699
Fortitude Advisory Group
Washington
$17K +$16.3K +119 New
EWA
700
EverSource Wealth Advisors
Alabama
$17K +$16.4K +120 New