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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
CCA
26
Cruiser Capital Advisors
Connecticut
$52.6M
NW
27
NewEdge Wealth
Pennsylvania
$51M +$31.4M +357,736 +167%
CRM
28
Cramer Rosenthal McGlynn
Connecticut
$47.9M +$8.28M +94,346 +21%
Invesco
29
Invesco
Georgia
$47.5M +$380K +4,330 +0.8%
Handelsbanken Fonder
30
Handelsbanken Fonder
Sweden
$43.8M +$3.07M +35,000 +8%
Charles Schwab
31
Charles Schwab
California
$41M +$15M +170,433 +59%
Northern Trust
32
Northern Trust
Illinois
$40.4M -$92.6K -1,055 -0.2%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$38.8M -$91.2M -1,039,428 -70%
LM
34
Luminus Management
Texas
$34.7M -$8.76M -99,820 -20%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$30.9M -$7.06M -80,394 -19%
PAMS
36
Pictet Asset Management (Switzerland)
Switzerland
$28.5M +$28.1M +320,344 New
Lazard Asset Management
37
Lazard Asset Management
New York
$24.6M -$812K -9,249 -3%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$18.7M -$101K -1,152 -0.5%
PPA
39
Parametric Portfolio Associates
Washington
$18.7M +$308K +3,508 +2%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$17.9M +$35.5K +405 +0.2%
SAM
41
Synergy Asset Management
Washington
$17.8M +$17.2M +195,946 +5,333%
Principal Financial Group
42
Principal Financial Group
Iowa
$17.4M +$439K +5,002 +3%
AA
43
Ancora Advisors
Ohio
$17M -$38.1K -434 -0.2%
Loomis, Sayles & Company
44
Loomis, Sayles & Company
Massachusetts
$16.7M -$108K -1,228 -0.6%
First Trust Advisors
45
First Trust Advisors
Illinois
$15.7M +$10.5M +119,761 +214%
UBS Group
46
UBS Group
Switzerland
$15.4M -$2.32M -26,394 -13%
TAM
47
Taurus Asset Management
New York
$15.2M +$434K +4,940 +3%
N
48
Nuveen
North Carolina
$14.7M -$1.02M -11,597 -7%
JP Morgan Chase
49
JP Morgan Chase
New York
$14.1M -$1.14M -12,959 -8%
Public Employees Retirement Association of Colorado
50
Public Employees Retirement Association of Colorado
Colorado
$14.1M -$493K -5,618 -3%