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Asana
ASAN

Overview Fund Activity

332 hedge funds and large institutions have $5.98B invested in Asana in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 85 increasing their positions, 91 reducing their positions, and 21 closing their positions.

Holders
332
Holders Change
+101
Holders Change %
+43.72%
% of All Funds
5.83%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
125
Increased
85
Reduced
91
Closed
21
Calls
$361M
Puts
$242M
Net Calls
+$119M
Net Calls Change
+$9.21M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$224M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$118M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$114M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$729M
5
BlackRock
5
BlackRock
New York
$542M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$432M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$487M
3
GIM
3
Generation Investment Management
United Kingdom
$135M
4
1WCM
4
12 West Capital Management
New York
$145M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
226
Spire Wealth Management
Virginia
$289K +$234K +2,249 +424%
AGM
227
Alpine Global Management
New York
$289K +$289K +2,783 New
VPIM
228
Vanguard Personalized Indexing Management
California
$288K +$288K +2,771 New
CAM
229
CenterStar Asset Management
Illinois
$287K – – –
NA
230
NewEdge Advisors
Louisiana
$285K +$285K +2,745 New
SW
231
SkyOak Wealth
Michigan
$277K +$277K +2,668 New
ECG
232
EPIQ Capital Group
California
$269K +$269K +2,595 New
SPC
233
Sigma Planning Corp
Michigan
$258K +$258K +2,489 New
1WA
234
180 Wealth Advisors
Washington
$253K +$253K +2,182 New
IC
235
IEQ Capital
California
$251K +$251K +2,416 New
BFA
236
Benedict Financial Advisors
Georgia
$249K +$249K +2,400 New
MYIA
237
Mount Yale Investment Advisors
Colorado
$245K -$101K -974 -29%
Twin Tree Management
238
Twin Tree Management
Texas
$241K +$241K +2,325 New
TWA
239
TCI Wealth Advisors
Arizona
$240K +$11.9K +115 +5%
GSC
240
Ground Swell Capital
South Carolina
$237K +$237K +2,286 New
GWMIA
241
Global Wealth Management Investment Advisory
Florida
$230K -$201K -1,940 -47%
LA
242
Legacy Advisors
Pennsylvania
$229K +$229K +2,201 New
LWCFA
243
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$228K +$228K +2,200 New
IAA
244
Independent Advisor Alliance
North Carolina
$222K +$222K +2,135 New
EBT
245
Enterprise Bank & Trust
Massachusetts
$220K +$220K +2,120 New
OMC
246
Old Mission Capital
Illinois
$215K +$215K +2,075 New
PI
247
Pachira Investments
California
$210K +$210K +2,025 New
GCM
248
Gables Capital Management
Florida
$208K -$104K -1,000 -33%
CWMU
249
Caliber Wealth Management (Utah)
Utah
$208K +$208K +1,760 New
CRI
250
Colonial River Investments
Virginia
$208K +$208K +1,760 New
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10
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