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Expensify

65 hedge funds and large institutions have $585M invested in Expensify in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+17
Holders Change %
+35.42%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
26
Increased
14
Reduced
15
Closed
9
Calls
$40K
Puts
$240K
Net Calls
-$200K
Net Calls Change
-$155K
Name Holding Trade Value Shares
Change
Shares
Change %
QT
51
Quantbot Technologies
New York
$31K -$56.8K -3,203 -65%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$19K -$248K -13,924 -93%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$18K
NFSG
54
Newbridge Financial Services Group
Florida
$18K
DFCM
55
Dark Forest Capital Management
Puerto Rico
$10K +$10K +552 New
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$10K +$10K +575 New
Citigroup
57
Citigroup
New York
$6K +$6K +332 New
OLVIG
58
Oliver Lagore Vanvalin Investment Group
Michigan
$4K
BDWM
59
Brewin Dolphin Wealth Management
Ireland
$2K
LFA
60
Level Financial Advisors
New York
$2K +$2K +100 New
SC
61
Stephens Consulting
Michigan
$1.78K
TRCT
62
Tower Research Capital (TRC)
New York
$1K -$51.8K -4,140 -98%
Wells Fargo
63
Wells Fargo
California
$1K +$94 +6 +10%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$1K +$1K +61 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
-$2.91M -149,000 Closed
Adage Capital Partners
66
Adage Capital Partners
Massachusetts
-$1.49M -85,000 Closed
Jane Street
67
Jane Street
New York
-$550K -31,343 Closed
SSA
68
Schonfeld Strategic Advisors
New York
-$329K -18,708 Closed
Alyeska Investment Group
69
Alyeska Investment Group
Illinois
-$246K -13,994 Closed
Tudor Investment Corp
70
Tudor Investment Corp
Connecticut
-$194K -11,025 Closed
Simplex Trading
71
Simplex Trading
Illinois
-$23K -1,317 Closed
UBS Group
72
UBS Group
Switzerland
-$14K -800 Closed
MCC
73
Money Concepts Capital
Florida
-$13K -765 Closed