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241 hedge funds and large institutions have $1.33B invested in Asana in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $940M → $1.33B (+$394M)

38% more call options, than puts

Call options by funds: $90.1M | Put options by funds: $65.5M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 37

5.44% more ownership

Funds ownership: 51.16%56.6% (+5.4%)

1% more funds holding

Funds holding: 238241 (+3)

4% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 75

Holders
241
Holders Change
+3
Holders Change %
+1.26%
% of All Funds
4.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
43
Increased
72
Reduced
75
Closed
37
Calls
$90.1M
Puts
$65.5M
Net Calls
+$24.7M
Net Calls Change
+$37.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Geneos Wealth Management
Colorado
$7K -$7.51K -350 -50%
S
202
SignatureFD
Georgia
$7K -$3.15K -147 -32%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$7K +$1.87K +87 +36%
SSB
204
Sandy Spring Bank
Maryland
$6K
GWS
205
Glassman Wealth Services
Virginia
$5K -$86 -4 -2%
SWM
206
Spire Wealth Management
Virginia
$5K
GFPC
207
Global Financial Private Client
Florida
$4.77K
SPIA
208
Steward Partners Investment Advisory
New York
$4K -$987 -46 -19%
FWM
209
Focused Wealth Management
New York
$4K
GI
210
Gradient Investments
Minnesota
$4K
HFS
211
Hantz Financial Services
Michigan
$4K
HI
212
Harbour Investments
Wisconsin
$4K
OIA
213
Optimum Investment Advisors
Illinois
$4K
SC
214
Solstein Capital
California
$3K
SJIM
215
St. Johns Investment Management
Florida
$3K
HGERS
216
Householder Group Estate & Retirement Specialist
Arizona
$3K +$3.71K +173 New
Bank of Montreal
217
Bank of Montreal
Ontario, Canada
$2.06K -$79.3K -3,694 -4%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$2K -$2.23K -104 -55%
MCM
219
Manchester Capital Management
Vermont
$2K -$343 -16 -17%
CHA
220
Carmichael Hill & Associates
Maryland
$2K
HPC
221
HM Payson & Co
Maine
$2K
TFA
222
Toth Financial Advisory
Virginia
$2K
WFA
223
West Financial Advisors
Iowa
$2K
WFA
224
Wipfli Financial Advisors
Wisconsin
$2K +$1.52K +71 New
PO
225
Private Ocean
California
$2K +$2.15K +100 New