We are live on ! Find out more
ASX icon

ASE Group

257 hedge funds and large institutions have $1.21B invested in ASE Group in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 98 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $564K

13% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 87

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

0.14% less ownership

Funds ownership: 3.81%3.67% (-0.14%)

0% less funds holding

Funds holding: 258257 (-1)

7% less capital invested

Capital invested by funds: $1.3B → $1.21B (-$84.8M)

Holders
257
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
4.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
98
Reduced
87
Closed
29
Calls
$1.62M
Puts
$564K
Net Calls
+$1.06M
Net Calls Change
+$732K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
101
Raymond James & Associates
Florida
$443K +$8.94K +1,151 +2%
CAN
102
Cetera Advisor Networks
California
$428K +$17.3K +2,224 +4%
CG
103
Caprock Group
Idaho
$419K -$2.27K -292 -0.5%
FA
104
FDx Advisors
Illinois
$414K -$59.1K -7,602 -12%
Envestnet Portfolio Solutions
105
Envestnet Portfolio Solutions
Illinois
$395K +$408K +52,508 New
DCM
106
DGS Capital Management
New Jersey
$393K +$27.2K +3,497 +7%
BWP
107
BSW Wealth Partners
Colorado
$393K -$13.9K -1,791 -3%
AA
108
AlphaQ Advisors
Florida
$392K -$27.2K -3,496 -6%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$378K +$69.2K +8,907 +22%
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$369K +$381K +49,007 New
Capstone Investment Advisors
111
Capstone Investment Advisors
New York
$356K +$368K +47,399 New
HSBC Holdings
112
HSBC Holdings
United Kingdom
$348K +$360K +46,328 New
EAM
113
Eagle Asset Management
Florida
$343K -$10.1K -1,296 -3%
Ameriprise
114
Ameriprise
Minnesota
$339K +$8.66K +1,114 +3%
S
115
SignatureFD
Georgia
$331K +$6.77K +871 +2%
AssetMark Inc
116
AssetMark Inc
California
$324K -$18.6K -2,389 -5%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$313K +$4.82K +620 +2%
CHP
118
Cable Hill Partners
Oregon
$312K -$11.6K -1,495 -3%
YMRC
119
Yorktown Management & Research Company
Virginia
$298K
VFO
120
Virtus Family Office
Texas
$296K
FIM
121
Freedom Investment Management
Connecticut
$295K +$21.2K +2,722 +7%
SIA
122
Schechter Investment Advisors
Michigan
$292K +$1.05K +135 +0.3%
PAS
123
Park Avenue Securities
New York
$276K +$8.87K +1,141 +3%
AGC
124
Aspen Grove Capital
Colorado
$274K +$8.1K +1,042 +3%
YCM
125
Yousif Capital Management
Michigan
$274K

ASX Hedge Fund Activity: Q3 2023 in Review

257 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ASE Group (ASX) for Q3 2023, worth a combined $1.21B — down 6.5% from $1.3B a quarter earlier.

Fund positioning in ASX was balanced in Q3 2023: 29 funds opened new positions, 29 closed out, 98 added to existing stakes and 87 trimmed.

The largest buyer was UBS Group, adding an estimated $12.5M. The largest seller was Lazard Asset Management, cutting an estimated $66.3M.

  • 257 institutional investors held ASE Group (ASX) as of Q3 2023, down from 258 in Q2 2023.
  • Funds reported $1.21B of ASE Group stock for Q3 2023, down 6.5% quarter-over-quarter.
  • 29 funds opened new ASE Group positions in Q3 2023 and 29 closed out, a net change of 0 holders.
  • The largest ASE Group buyer in Q3 2023 was UBS Group, an estimated $12.5M added.
  • The largest ASE Group seller in Q3 2023 was Lazard Asset Management, an estimated $66.3M sold.

Based on aggregated 13F filings for Q3 2023.