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Elastic
ESTC

Overview Fund Activity

356 hedge funds and large institutions have $8.93B invested in Elastic in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 120 increasing their positions, 103 reducing their positions, and 37 closing their positions.

Holders
356
Holders Change
+45
Holders Change %
+14.47%
% of All Funds
5.22%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
87
Increased
120
Reduced
103
Closed
37
Calls
$244M
Puts
$121M
Net Calls
+$123M
Net Calls Change
+$26.3M

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$399M
2
Morgan Stanley
2
Morgan Stanley
New York
$273M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$495M
4
WRCM
4
Whale Rock Capital Management
Massachusetts
$273M
5
SPPAM
5
Summit Partners Public Asset Management
Massachusetts
$82.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$682M
2
Fidelity International
2
Fidelity International
Bermuda
$147M
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$118M
4
SI
4
Standard Investments
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$414K
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
326
EverSource Wealth Advisors
Alabama
$3.72K 33 – –
SWM
327
Spire Wealth Management
Virginia
$3.61K 30 – –
FWM
328
Focused Wealth Management
New York
$3.38K 30 -1,965 -98%
CTC
329
Central Trust Company
Missouri
$3.38K 30 – –
QC
330
Quent Capital
New York
$3.38K 30 +10 +50%
AWM
331
Able Wealth Management
New Jersey
$3.38K 30 +30 New
JWA
332
JFS Wealth Advisors
Pennsylvania
$3.27K 29 – –
QCG
333
Quadrant Capital Group
Ohio
$3.04K 27 – –
VNA
334
Valley National Advisers
Pennsylvania
$3K 30 +10 +50%
VWM
335
Venturi Wealth Management
Texas
$2.93K 26 +26 New
KFS
336
Kelly Financial Services
Massachusetts
$2.93K 26 +7 +37%
ME
337
McIlrath & Eck
Washington
$2.82K 25 – –
SWA
338
SOA Wealth Advisors
New York
$2.82K 25 – –
GRP
339
Global Retirement Partners
California
$2.68K 23 -206 -90%
SS
340
Sunbelt Securities
Texas
$2.37K 21 – –
AIMA
341
Ables Iannone Moore & Associates
Georgia
$2.25K 20 +20 New
GWS
342
Glassman Wealth Services
Virginia
$2.14K 19 – –
ADL
343
Asset Dedication LLC
California
$2K 21 – –
LFG
344
Larson Financial Group
Missouri
$1.92K 17 +1 +6%
SAM
345
Smartleaf Asset Management
Massachusetts
$1.48K 13 +13 New
AF
346
Allworth Financial
California
$1.24K 11 -14 -56%
BL
347
BFSG LLC
California
$1.13K 10 +10 New
NSG
348
Nalls Sherbakoff Group
Tennessee
$902 8 -7 -47%
HI
349
Harbour Investments
Wisconsin
$902 8 – –
OLVIG
350
Oliver Lagore Vanvalin Investment Group
Michigan
$789 7 – –
12 13
14
15 16