We are live on ! Find out more

234 hedge funds and large institutions have $1.26B invested in Asana in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 60 increasing their positions, 80 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 35

12% more capital invested

Capital invested by funds: $1.13B → $1.26B (+$132M)

3% more funds holding

Funds holding: 227234 (+7)

2.2% more ownership

Funds ownership: 41.25%43.45% (+2.2%)

3% more call options, than puts

Call options by funds: $77.4M | Put options by funds: $75M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 80

Holders
234
Holders Change
+7
Holders Change %
+3.08%
% of All Funds
3.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
44
Increased
60
Reduced
80
Closed
35
Calls
$77.4M
Puts
$75M
Net Calls
+$2.34M
Net Calls Change
+$8.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
151
Headlands Technologies
Illinois
$189K +$172K +8,571 New
GGHC
152
Gilder Gagnon Howe & Co
New York
$157K +$142K +7,109 New
SG Americas Securities
153
SG Americas Securities
New York
$149K -$185K -9,229 -58%
AIP
154
Ameritas Investment Partners
Nebraska
$145K +$17.2K +859 +15%
B
155
BloombergSen
Ontario, Canada
$131K +$6.01K +300 +5%
NFSG
156
Newbridge Financial Services Group
Florida
$120K
EL
157
EMFO LLC
Florida
$110K
Acadian Asset Management
158
Acadian Asset Management
Massachusetts
$109K -$521 -26 -0.5%
OP
159
ORG Partners
Indiana
$101K +$92.2K +4,600 New
MLICM
160
Metropolitan Life Insurance Company (MetLife)
New York
$96.3K +$5.87K +293 +7%
Parallax Volatility Advisers
161
Parallax Volatility Advisers
California
$95.9K -$741K -36,967 -89%
Daiwa Securities Group
162
Daiwa Securities Group
Japan
$82K -$32.3K -1,613 -30%
TRCT
163
Tower Research Capital (TRC)
New York
$79K -$73.6K -3,671 -51%
IA
164
IFP Advisors
Florida
$76.3K +$69.4K +3,463 New
Russell Investments Group
165
Russell Investments Group
United Kingdom
$67.7K +$57.4K +2,864 +1,370%
LSA
166
Leonteq Securities AG
Switzerland
$66.1K -$2.63K -131 -4%
Fidelity Investments
167
Fidelity Investments
Massachusetts
$59.7K -$7.14K -356 -12%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$59.2K -$3.73K -186 -6%
NA
169
NewEdge Advisors
Louisiana
$57.9K
EDRH
170
Edmond de Rothschild Holding
Switzerland
$57K -$54K -2,696 -51%
BFEC
171
Benjamin F. Edwards & Company
Missouri
$55K
FDCDDQ
172
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.7K
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$49K +$6.07K +303 +16%
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$47.4K +$2.17K +108 +5%
PFBT
175
Parkside Financial Bank & Trust
Missouri
$45.3K