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Asana
ASAN

Overview Fund Activity

158 hedge funds and large institutions have $1.24B invested in Asana in 2021 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+23
Holders Change %
+17.04%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
56
Increased
52
Reduced
29
Closed
32
Calls
$31.5M
Puts
$20.3M
Net Calls
+$11.3M
Net Calls Change
+$44K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$144M
2
Allianz Asset Management
Allianz Asset Management
Germany
$74M
3
1WCM
12 West Capital Management
New York
$65.4M
4
CIP
Champlain Investment Partners
Vermont
$144M
5
AAM
Anglepoint Asset Management
Cayman Islands
$46.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.36M
2
GIM
Generation Investment Management
United Kingdom
$143M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$9.45M
4
Morgan Stanley
Morgan Stanley
New York
$4.03M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
126
Sterling Financial Planning
New Jersey
$21K – – –
GEA
127
Glen Eagle Advisors
New Jersey
$17.3K +$2.14K +75 +14%
SWM
128
Spire Wealth Management
Virginia
$15K +$15K +531 New
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.3K +$11.4K +400 +400%
MF
130
Manchester Financial
California
$14K – – –
MMG
131
Monetary Management Group
Missouri
$14K – – –
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$13K -$31.8K -1,120 -71%
BWL
133
Bogart Wealth LLC
Virginia
$13K +$13K +469 New
CWA
134
Clearview Wealth Advisors
Oregon
$11K – – –
NSIM
135
North Star Investment Management
Illinois
$11K +$1.38K +50 +14%
S
136
SignatureFD
Georgia
$11K +$2.75K +100 +33%
PWA
137
Phoenix Wealth Advisors
North Carolina
$10K +$10K +335 New
APA
138
American Portfolios Advisors
New York
$8.57K +$8.57K +300 New
EP
139
Eudaimonia Partners
Tennessee
$8K +$8K +293 New
TC
140
Truvestments Capital
Florida
$7K -$5.6K -200 -44%
CP
141
Corbenic Partners
Pennsylvania
$7K – – –
PLU
142
Performa Ltd (US)
South Carolina
$7K +$4.2K +150 +150%
FWM
143
Focused Wealth Management
New York
$6K – – –
GI
144
Gradient Investments
Minnesota
$5K – – –
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
BFEC
146
Benjamin F. Edwards & Company
Missouri
$5K +$2.99K +100 +149%
SJIM
147
St. Johns Investment Management
Florida
$4K – – –
FA
148
Financial Avengers
California
$4K – – –
CAC
149
Certified Advisory Corp
Florida
$4K +$4K +140 New
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$4K +$4K +151 New
4 5
6
7 8