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Asana
ASAN

Overview Fund Activity

220 hedge funds and large institutions have $703M invested in Asana in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 64 increasing their positions, 78 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-19
Holders Change %
-7.95%
% of All Funds
3.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
40
Increased
64
Reduced
78
Closed
57
Calls
$43.9M
Puts
$39.8M
Net Calls
+$4.06M
Net Calls Change
-$20.6M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$92.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$7.47M
3
BTP
Bloom Tree Partners
New York
$10.2M
4
WCA
Whetstone Capital Advisors
Kansas
$5.29M
5
Marshall Wace
Marshall Wace
United Kingdom
$5.04M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$392K
2
HCS
Himension Capital (Singapore)
Singapore
$76.7M
3
Two Sigma Investments
Two Sigma Investments
New York
$2.34M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$5.65M
5
Millennium Management
Millennium Management
New York
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
176
Westside Investment Management
California
$6.63K – – –
S
177
SignatureFD
Georgia
$5.12K +$826 +60 +19%
MPWT
178
MassMutual Private Wealth & Trust
Connecticut
$5K -$449 -31 -8%
GWM
179
Geneos Wealth Management
Colorado
$4.83K – – –
LFG
180
Larson Financial Group
Missouri
$4.79K – – –
LC
181
Lindbrook Capital
California
$4.5K -$2.81K -204 -38%
GWS
182
Glassman Wealth Services
Virginia
$4.16K +$1.01K +73 +32%
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$4K -$3.49K -265 -47%
SWM
184
Spire Wealth Management
Virginia
$3K – – –
HI
185
Harbour Investments
Wisconsin
$2.75K – – –
OIA
186
Optimum Investment Advisors
Illinois
$2.75K – – –
RFA
187
Register Financial Advisors
Georgia
$2.75K +$2.75K +200 New
Lazard Asset Management
188
Lazard Asset Management
New York
$2K -$38.7K -3,872 -95%
HFS
189
Hantz Financial Services
Michigan
$2K – – –
HGERS
190
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
WOC
191
West Oak Capital
California
$2K +$2K +150 New
SJIM
192
St. Johns Investment Management
Florida
$1.93K – – –
SSB
193
Sandy Spring Bank
Maryland
$1.72K -$1.79K -130 -51%
NA
194
NewEdge Advisors
Louisiana
$1.69K +$1.69K +2,809 New
SC
195
Solstein Capital
California
$1.58K – – –
FWM
196
Focused Wealth Management
New York
$1.38K -$1.38K -100 -50%
HPC
197
HM Payson & Co
Maine
$1.38K – – –
PO
198
Private Ocean
California
$1.38K – – –
WFA
199
West Financial Advisors
Iowa
$1.38K – – –
CHA
200
Carmichael Hill & Associates
Maryland
$1.03K – – –
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8
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