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222 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

10% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $39.8M

8% less funds holding

Funds holding: 241222 (-19)

17% less ownership

Funds ownership: 56.6%39.6% (-17%)

18% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 78

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 57

47% less capital invested

Capital invested by funds: $1.33B → $703M (-$631M)

Holders
222
Holders Change
-19
Holders Change %
-7.88%
% of All Funds
3.57%
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
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
176
Harel Insurance Investments & Financial Services
Israel
$8K +$11.1K +614 New
US Bancorp
177
US Bancorp
Minnesota
$7.66K -$236K -13,011 -96%
WIM
178
Westside Investment Management
California
$6.63K
S
179
SignatureFD
Georgia
$5.12K +$1.09K +60 +19%
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$5K -$562 -31 -8%
GWM
181
Geneos Wealth Management
Colorado
$4.83K
LFG
182
Larson Financial Group
Missouri
$4.79K
LC
183
Lindbrook Capital
California
$4.5K -$3.7K -204 -38%
GWS
184
Glassman Wealth Services
Virginia
$4.16K +$1.32K +73 +32%
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$4K -$4.81K -265 -47%
SWM
186
Spire Wealth Management
Virginia
$3K
HI
187
Harbour Investments
Wisconsin
$2.75K
OIA
188
Optimum Investment Advisors
Illinois
$2.75K
RFA
189
Register Financial Advisors
Georgia
$2.75K +$3.63K +200 New
Lazard Asset Management
190
Lazard Asset Management
New York
$2K -$70.2K -3,872 -95%
HFS
191
Hantz Financial Services
Michigan
$2K
HGERS
192
Householder Group Estate & Retirement Specialist
Arizona
$2K
WOC
193
West Oak Capital
California
$2K +$2.72K +150 New
SJIM
194
St. Johns Investment Management
Florida
$1.93K
SSB
195
Sandy Spring Bank
Maryland
$1.72K -$2.36K -130 -51%
NA
196
NewEdge Advisors
Louisiana
$1.69K +$51K +2,809 New
SC
197
Solstein Capital
California
$1.58K
FWM
198
Focused Wealth Management
New York
$1.38K -$1.81K -100 -50%
HPC
199
HM Payson & Co
Maine
$1.38K
PO
200
Private Ocean
California
$1.38K