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Ashland
ASH

Overview Fund Activity

367 hedge funds and large institutions have $5.17B invested in Ashland in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 98 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+32
Holders Change %
+9.55%
% of All Funds
5.92%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
66
Increased
118
Reduced
98
Closed
28
Calls
$37.9M
Puts
$23.3M
Net Calls
+$14.6M
Net Calls Change
-$305K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$90.5M
2
CFM
Coronation Fund Managers
South Africa
$29.3M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$40.3M
4
BlackRock
BlackRock
New York
$487M
5
Renaissance Technologies
Renaissance Technologies
New York
$32.9M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$100M
2
Franklin Resources
Franklin Resources
California
$182M
3
Millennium Management
Millennium Management
New York
$45.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$133M
5
Deutsche Bank
Deutsche Bank
Germany
$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Axxcess Wealth Management
California
$263K +$263K +2,449 New
SAM
252
Silvercrest Asset Management
New York
$263K – – –
BPA
253
Beacon Pointe Advisors
California
$253K +$4.3K +40 +2%
Dimensional Fund Advisors
254
Dimensional Fund Advisors
Texas
$250K +$6.58K +61,216 +3%
WRPWM
255
Werba Rubin Papier Wealth Management
California
$247K +$247K +2,300 New
P
256
Pitcairn
Pennsylvania
$247K – – –
CPIG
257
Chicago Partners Investment Group
Illinois
$247K – – –
US Bancorp
258
US Bancorp
Minnesota
$242K -$83.4K -776 -26%
KI
259
Kula Investments
Illinois
$242K +$242K +2,247 New
BOPW
260
Brandywine Oak Private Wealth
Pennsylvania
$238K – – –
I
261
InceptionR
California
$237K +$237K +2,208 New
V
262
Veritable
Delaware
$236K +$236K +2,194 New
OWA
263
Outlook Wealth Advisors
Texas
$235K – – –
DT
264
Diversified Trust
Tennessee
$234K +$234K +2,174 New
TAM
265
Todd Asset Management
Kentucky
$234K – – –
CAN
266
Cetera Advisor Networks
California
$229K +$229K +2,125 New
RT
267
Rockland Trust
Massachusetts
$226K +$226K +2,105 New
SIC
268
Salem Investment Counselors
North Carolina
$223K – – –
CIA
269
Cladis Investment Advisory
Montana
$215K +$215K +2,000 New
GT
270
Glenview Trust
Kentucky
$206K +$206K +1,919 New
CIBC World Market
271
CIBC World Market
Ontario, Canada
$204K +$204K +1,894 New
HCM
272
Hilton Capital Management
New York
$201K – – –
CA
273
Clearstead Advisors
Ohio
$166K – – –
QT
274
Quantbot Technologies
New York
$148K -$425K -3,956 -74%
S
275
SignatureFD
Georgia
$147K -$2.47K -23 -2%
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