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Expensify

88 hedge funds and large institutions have $56.1M invested in Expensify in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-12
Holders Change %
-12%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
31
Reduced
31
Closed
25
Calls
$5K
Puts
$86K
Net Calls
-$81K
Net Calls Change
+$19K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
26
Bank of America
North Carolina
$591K +$194K +105,699 +49%
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$557K +$238K +129,689 +74%
HLA
28
Hamilton Lane Advisors
Pennsylvania
$504K
BCM
29
Bridgeway Capital Management
Texas
$383K +$284K +154,535 +289%
ASN
30
Advisory Services Network
Georgia
$370K -$3.22K -1,752 -0.9%
Federated Hermes
31
Federated Hermes
Pennsylvania
$309K +$12.7K +6,927 +4%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$288K
MFA
33
Morling Financial Advisors
California
$274K
Bank of New York Mellon
34
Bank of New York Mellon
New York
$259K -$12.5K -6,805 -5%
Man Group
35
Man Group
United Kingdom
$256K +$256K +139,028 New
CM
36
CastleKnight Management
New York
$241K
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$229K -$186K -101,332 -45%
XT
38
XTX Topco
Cayman Islands
$206K +$206K +112,187 New
UBS Group
39
UBS Group
Switzerland
$199K +$86K +46,744 +76%
Barclays
40
Barclays
United Kingdom
$148K -$67.5K -36,710 -31%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$128K -$53.3K -28,973 -29%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$126K +$4.63K +2,518 +4%
OQS
43
Occudo Quantitative Strategies
Florida
$117K -$41.4K -22,498 -26%
Jane Street
44
Jane Street
New York
$109K -$249K -135,286 -70%
CAM
45
Cresset Asset Management
Illinois
$107K +$11.7K +6,350 +12%
Invesco
46
Invesco
Georgia
$103K +$58.2K +31,634 +129%
CSS
47
Cubist Systematic Strategies
Connecticut
$102K -$348K -188,945 -77%
Verition Fund Management
48
Verition Fund Management
Connecticut
$94.3K +$29.3K +15,906 +45%
WANY
49
Wealthspire Advisors (New York)
New York
$86.6K
PCM
50
Prelude Capital Management
New York
$85.2K -$9.2K -5,000 -10%