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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
SAM
176
Storebrand Asset Management
Norway
$39.9K
GCM
177
Gables Capital Management
Florida
$33.1K
NICM
178
Neo Ivy Capital Management
New York
$24K +$21.5K +1,074 New
CAM
179
Close Asset Management
United Kingdom
$23K
QL
180
Quarry LP
New York
$22.9K +$20.9K +1,041 New
CAM
181
Chesapeake Asset Management
New York
$22K
IUHSA
182
Itau Unibanco Holding S.A.
Brazil
$20.1K -$11.3K -565 -38%
RTC
183
Riverview Trust Company
Washington
$19.1K
PLU
184
Performa Ltd (US)
South Carolina
$18.1K
FP
185
Financial Perspectives
Minnesota
$17.3K
CG
186
Cutler Group
California
$17K +$10.2K +508 +192%
US Bancorp
187
US Bancorp
Minnesota
$14.7K -$11K -547 -45%
VWM
188
Venturi Wealth Management
Texas
$14.3K
Lazard Asset Management
189
Lazard Asset Management
New York
$14K -$56.7K -2,827 -81%
S
190
SignatureFD
Georgia
$11.5K +$1.62K +81 +18%
MMG
191
Monetary Management Group
Missouri
$11K
WIM
192
Westside Investment Management
California
$11K
HIIFS
193
Harel Insurance Investments & Financial Services
Israel
$11K -$541 -27 -5%
TWC
194
TD Waterhouse Canada
Ontario, Canada
$10.3K +$9.32K +465 New
GWM
195
Geneos Wealth Management
Colorado
$7.74K
LC
196
Lindbrook Capital
California
$7.71K -$6.49K -324 -48%
LFG
197
Larson Financial Group
Missouri
$7.67K
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
$7.6K
VCM
199
Versant Capital Management
Arizona
$6.46K +$5.47K +273 +1,365%
FWM
200
Focused Wealth Management
New York
$5K