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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
1WA
401
180 Wealth Advisors
Washington
-$253K -2,182 Closed
IAA
402
Independent Advisor Alliance
North Carolina
-$222K -2,135 Closed
EBT
403
Enterprise Bank & Trust
Massachusetts
-$220K -2,120 Closed
OMC
404
Old Mission Capital
Illinois
-$215K -2,075 Closed
PI
405
Pachira Investments
California
-$210K -2,025 Closed
Baird Financial Group
406
Baird Financial Group
Wisconsin
-$208K -2,000 Closed
ATC
407
Argent Trust Co
Tennessee
-$208K -1,997 Closed
VCA
408
Verdence Capital Advisors
Maryland
-$204K -1,969 Closed
CWMU
409
Caliber Wealth Management (Utah)
Utah
-$208K -1,760 Closed
CRI
410
Colonial River Investments
Virginia
-$208K -1,760 Closed
ED
411
Exane Derivatives
France
-$109K -1,048 Closed
AWM
412
Atticus Wealth Management
Florida
-$107K -1,032 Closed
TAM
413
Tucker Asset Management
Colorado
-$127K -934 Closed
DOA
414
D'Orazio & Associates
Virginia
-$62K -600 Closed
IA
415
IFP Advisors
Florida
-$46K -429 Closed
IPW
416
IronBridge Private Wealth
Texas
-$43K -410 Closed
GEA
417
Glen Eagle Advisors
New Jersey
-$42.1K -405 Closed
CWA
418
Clearview Wealth Advisors
Oregon
-$40K -382 Closed
SFP
419
Sterling Financial Planning
New Jersey
-$39K -375 Closed
PWA
420
Phoenix Wealth Advisors
North Carolina
-$35K -335 Closed
WT
421
Whittier Trust
California
-$27K -257 Closed
POIA
422
Pin Oak Investment Advisors
Texas
-$21K -200 Closed
AWA
423
Arkadios Wealth Advisors
Georgia
-$18K -176 Closed
KIG
424
Kowal Investment Group
Wisconsin
-$13K -125 Closed
HIIFS
425
Harel Insurance Investments & Financial Services
Israel
-$12K -120 Closed