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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

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

79% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 29

75% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 32

56% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $20.3M

21% more capital invested

Capital invested by funds: $1.03B → $1.24B (+$213M)

17% more funds holding

Funds holding: 135158 (+23)

10.74% more ownership

Funds ownership: 43.3%54.04% (+11%)

Holders
158
Holders Change
+23
Holders Change %
+17.04%
% of All Funds
2.77%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
126
Sterling Financial Planning
New Jersey
$21K
GEA
127
Glen Eagle Advisors
New Jersey
$17.3K +$2.59K +75 +14%
SWM
128
Spire Wealth Management
Virginia
$15K +$18.3K +531 New
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.3K +$13.8K +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 -$38.7K -1,120 -71%
BWL
133
Bogart Wealth LLC
Virginia
$13K +$16.2K +469 New
CWA
134
Clearview Wealth Advisors
Oregon
$11K
NSIM
135
North Star Investment Management
Illinois
$11K +$1.73K +50 +14%
S
136
SignatureFD
Georgia
$11K +$3.45K +100 +33%
PWA
137
Phoenix Wealth Advisors
North Carolina
$10K +$11.6K +335 New
APA
138
American Portfolios Advisors
New York
$8.57K +$10.4K +300 New
EP
139
Eudaimonia Partners
Tennessee
$8K +$10.1K +293 New
TC
140
Truvestments Capital
Florida
$7K -$6.91K -200 -44%
CP
141
Corbenic Partners
Pennsylvania
$7K
PLU
142
Performa Ltd (US)
South Carolina
$7K +$5.18K +150 +150%
FWM
143
Focused Wealth Management
New York
$6K
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$5K
GI
145
Gradient Investments
Minnesota
$5K
BFEC
146
Benjamin F. Edwards & Company
Missouri
$5K +$3.45K +100 +149%
FA
147
Financial Avengers
California
$4K
SJIM
148
St. Johns Investment Management
Florida
$4K
CAC
149
Certified Advisory Corp
Florida
$4K +$4.83K +140 New
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$4K +$5.21K +151 New