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Astrana Health

134 hedge funds and large institutions have $718M invested in Astrana Health in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more call options, than puts

Call options by funds: $7.89M | Put options by funds: $1.46M

9% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 47

0.58% more ownership

Funds ownership: 39.15%39.73% (+0.58%)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

4% less funds holding

Funds holding: 139134 (-5)

16% less capital invested

Capital invested by funds: $854M → $718M (-$137M)

Holders
134
Holders Change
-5
Holders Change %
-3.6%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
51
Reduced
47
Closed
16
Calls
$7.89M
Puts
$1.46M
Net Calls
+$6.43M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$229M -$2.25M -59,030 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$162M +$10.4M +273,681 +7%
State Street
3
State Street
Massachusetts
$49.3M +$2.01M +52,716 +4%
OAM
4
Ophir Asset Management
Australia
$30.2M -$4.97M -130,751 -44%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$28.2M +$1.04M +27,244 +4%
Northern Trust
6
Northern Trust
Illinois
$15.7M +$97.6K +2,565 +0.6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$15.3M -$138K -3,617 -0.9%
AWS
8
Atria Wealth Solutions
New York
$14.8M +$14.6M +382,854 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$13.5M -$260K -6,835 -2%
Charles Schwab
10
Charles Schwab
California
$10.5M -$113K -2,975 -1%
Principal Financial Group
11
Principal Financial Group
Iowa
$9.24M -$643K -16,912 -7%
SW
12
SteelPeak Wealth
California
$8.59M +$761K +20,000 +10%
Invesco
13
Invesco
Georgia
$8.19M +$68.5K +1,800 +0.9%
Morgan Stanley
14
Morgan Stanley
New York
$8.07M -$904K -23,764 -10%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$7.7M -$2.92M -76,749 -28%
Ameriprise
16
Ameriprise
Minnesota
$6.19M +$91.9K +2,417 +2%
N
17
Nuveen
North Carolina
$5.92M +$406K +10,675 +7%
ZIM
18
Zacks Investment Management
Illinois
$3.95M -$22.8K -599 -0.6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.9M +$1.53M +40,199 +66%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$3.85M +$270K +7,091 +8%
Legal & General Group
21
Legal & General Group
United Kingdom
$3.59M +$91.6K +2,408 +3%
Swiss National Bank
22
Swiss National Bank
Switzerland
$3.56M +$761K +20,000 +28%
Millennium Management
23
Millennium Management
New York
$3.4M +$3.35M +88,187 New
Nordea Investment Management
24
Nordea Investment Management
Sweden
$3.22M -$462K -12,156 -13%
Victory Capital Management
25
Victory Capital Management
Texas
$2.97M +$2.21M +58,028 +307%

ASTH Hedge Fund Activity: Q2 2022 in Review

134 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Astrana Health (ASTH) for Q2 2022, worth a combined $718M — down 16% from $854M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of ASTH and 15 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 51 added.

The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $14.6M. The largest seller was Ophir Asset Management, cutting an estimated $4.97M.

  • 134 institutional investors held Astrana Health (ASTH) as of Q2 2022, down from 139 in Q1 2022.
  • Funds reported $718M of Astrana Health stock for Q2 2022, down 16% quarter-over-quarter.
  • 15 funds opened new Astrana Health positions in Q2 2022 and 16 closed out, a net change of -1 holder.
  • The largest Astrana Health buyer in Q2 2022 was Atria Wealth Solutions, an estimated $14.6M added.
  • The largest Astrana Health seller in Q2 2022 was Ophir Asset Management, an estimated $4.97M sold.

Based on aggregated 13F filings for Q2 2022.