We are live on ! Find out more

302 hedge funds and large institutions have $5.15B invested in Ashland in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 96 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

4% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 96

1% more capital invested

Capital invested by funds: $5.1B → $5.15B (+$47.3M)

1.06% less ownership

Funds ownership: 96.29%95.23% (-1.1%)

2% less funds holding

Funds holding: 309302 (-7)

15% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 33

29% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $15.8M

Holders
302
Holders Change
-7
Holders Change %
-2.27%
% of All Funds
5.29%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
28
Increased
100
Reduced
96
Closed
33
Calls
$11.3M
Puts
$15.8M
Net Calls
-$4.52M
Net Calls Change
-$5.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RTC
251
Riverview Trust Company
Washington
$36K
SFA
252
Semmax Financial Advisors
North Carolina
$36K
AF
253
Allworth Financial
California
$35K
RFA
254
Reilly Financial Advisors
California
$31K
ST
255
Sageworth Trust
Pennsylvania
$29K
GWM
256
Geneos Wealth Management
Colorado
$28K
CHC
257
City Holding Co
West Virginia
$27K
AAM
258
Advisors Asset Management
Colorado
$26K +$4.04K +46 +19%
CAM
259
Close Asset Management
United Kingdom
$25K
Acadian Asset Management
260
Acadian Asset Management
Massachusetts
$20K
DFCM
261
Dark Forest Capital Management
Puerto Rico
$19K -$9.13K -104 -33%
FHA
262
First Horizon Advisors
Tennessee
$19K
SCA
263
Stonebridge Capital Advisors
Minnesota
$18K -$17.6K -200 -50%
MA
264
Montag & Associates
Georgia
$18K
TIM
265
Tortoise Investment Management
New York
$18K
TFS
266
TrustCore Financial Services
Tennessee
$18K
Bessemer Group
267
Bessemer Group
New Jersey
$13K
PA
268
Parallel Advisors
California
$12K -$176 -2 -1%
QCG
269
Quadrant Capital Group
Ohio
$10K -$88 -1 -0.9%
PFGIA
270
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$1.58K +18 +20%
CB
271
CNB Bank
Pennsylvania
$9K
AF
272
Advisornet Financial
Minnesota
$9K +$8.78K +100 +5,000%
GEA
273
Glen Eagle Advisors
New Jersey
$8.91K
MA
274
MCF Advisors
Kentucky
$8K
FCB
275
First Command Bank
Texas
$8K +$8.25K +94 New