We are live on ! Find out more

351 hedge funds and large institutions have $4.38B invested in Asana in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 99 increasing their positions, 110 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $227M | Put options by funds: $171M

25% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 87

6% more funds holding

Funds holding: 332351 (+19)

1.97% more ownership

Funds ownership: 60.5%62.47% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 110

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

27% less capital invested

Capital invested by funds: $5.98B → $4.38B (-$1.6B)

Holders
351
Holders Change
+19
Holders Change %
+5.72%
% of All Funds
5.4%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
109
Increased
99
Reduced
110
Closed
87
Calls
$227M
Puts
$171M
Net Calls
+$56.4M
Net Calls Change
-$62.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
301
Financial Avengers
California
$22K
CP
302
Corbenic Partners
Pennsylvania
$20K +$4.45K +42 +18%
SSB
303
Sandy Spring Bank
Maryland
$19K +$4.87K +46 +22%
TC
304
TAP Consulting
Missouri
$19K +$26.8K +253 New
MCM
305
Manchester Capital Management
Vermont
$16K
SCA
306
Snowden Capital Advisors
New York
$16K +$22.8K +215 New
HI
307
Harbour Investments
Wisconsin
$15K -$16.7K -158 -44%
FWM
308
Focused Wealth Management
New York
$15K
Bank Julius Baer & Co
309
Bank Julius Baer & Co
Switzerland
$15K +$21.2K +200 New
OIA
310
Optimum Investment Advisors
Illinois
$15K +$21.2K +200 New
GFPC
311
Global Financial Private Client
Florida
$14.9K -$42.4K -400 -67%
GI
312
Gradient Investments
Minnesota
$13K
LSA
313
Leonteq Securities AG
Switzerland
$12.1K +$17.2K +162 New
TFS
314
TrustCore Financial Services
Tennessee
$11K -$3.71K -35 -19%
AIM
315
Achmea Investment Management
Netherlands
$11K +$15.9K +150 New
SJIM
316
St. Johns Investment Management
Florida
$10K
Fidelity Investments
317
Fidelity Investments
Massachusetts
$9K -$58.5K -552 -82%
SC
318
Solstein Capital
California
$9K
MFAM
319
Motley Fool Asset Management
Virginia
$7K +$9.32K +88 New
WTA
320
Washington Trust Advisors
Massachusetts
$7K +$9.64K +91 New
EWA
321
EverSource Wealth Advisors
Alabama
$7K +$10.1K +95 New
LWA
322
Lenox Wealth Advisors
New York
$6K
CHA
323
Carmichael Hill & Associates
Maryland
$6K +$7.94K +75 New
Koshinski Asset Management
324
Koshinski Asset Management
Illinois
$5.96K +$4.24K +40 +100%
CCA
325
Column Capital Advisors
Indiana
$5K +$6.67K +63 New

ASAN Hedge Fund Activity: Q4 2021 in Review

351 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Asana (ASAN) for Q4 2021, worth a combined $4.38B — down 27% from $5.98B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new ASAN positions and 87 closed out — a net gain of 22 holders — while 99 added to existing stakes and 110 trimmed.

The largest buyer was Yale University, opening a new position worth an estimated $340M. The largest seller was Allianz Asset Management, cutting an estimated $105M.

  • 351 institutional investors held Asana (ASAN) as of Q4 2021, up from 332 in Q3 2021.
  • Funds reported $4.38B of Asana stock for Q4 2021, down 27% quarter-over-quarter.
  • 109 funds opened new Asana positions in Q4 2021 and 87 closed out, a net change of +22 holders.
  • The largest Asana buyer in Q4 2021 was Yale University, an estimated $340M added.
  • The largest Asana seller in Q4 2021 was Allianz Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2021.