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Expensify

48 hedge funds and large institutions have $454M invested in Expensify in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 20 closing their positions.

Holders
48
Holders Change
-7
Holders Change %
-12.73%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
16
Reduced
11
Closed
20
Calls
Puts
$45K
Net Calls
-$45K
Net Calls Change
-$45K
Name Market Value Shares Shares
Change
Shares
Change %
State Street
26
State Street
Massachusetts
$627K 35,731 +29,831 +506%
Jane Street
27
Jane Street
New York
$550K 31,343 +31,343 New
Morgan Stanley
28
Morgan Stanley
New York
$486K 27,699 +3,164 +13%
SSA
29
Schonfeld Strategic Advisors
New York
$329K 18,708 -39,438 -68%
Northern Trust
30
Northern Trust
Illinois
$286K 16,270 -366 -2%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$264K 14,991 -869,789 -98%
BAMCO Inc
32
BAMCO Inc
New York
$246K 14,000 -3,000 -18%
Alyeska Investment Group
33
Alyeska Investment Group
Illinois
$246K 13,994 +13,994 New
Tudor Investment Corp
34
Tudor Investment Corp
Connecticut
$194K 11,025 -25,175 -70%
QT
35
Quantbot Technologies
New York
$86K 4,950 +4,950 New
TRCT
36
Tower Research Capital (TRC)
New York
$74K 4,220 +4,220 New
Osaic Holdings
37
Osaic Holdings
Arizona
$48K 2,720 -1,782 -40%
Bank of America
38
Bank of America
North Carolina
$24K 1,347 +1,041 +340%
Simplex Trading
39
Simplex Trading
Illinois
$23K 1,317 +1,317 New
NFSG
40
Newbridge Financial Services Group
Florida
$18K 1,000
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$18K 1,000 +1,000 New
UBS Group
42
UBS Group
Switzerland
$14K 800 +800 New
MCC
43
Money Concepts Capital
Florida
$13K 765 +765 New
OLVIG
44
Oliver Lagore Vanvalin Investment Group
Michigan
$4K 242 +242 New
BDWM
45
Brewin Dolphin Wealth Management
Ireland
$2K 125
CG
46
Cutler Group
California
$2K 163 +163 New
SC
47
Stephens Consulting
Michigan
$1.76K 100
Wells Fargo
48
Wells Fargo
California
$1K 58
Tiger Global Management
49
Tiger Global Management
New York
-250,000 Closed
CCM
50
CAAS Capital Management
New York
-78,771 Closed