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Expensify

97 hedge funds and large institutions have $289M invested in Expensify in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
Holders Change %
0%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
33
Reduced
19
Closed
30
Calls
$223K
Puts
$99K
Net Calls
+$124K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$386K +$290K +36,373 +302%
OQS
52
Occudo Quantitative Strategies
Florida
$381K +$381K +47,804 New
CAM
53
Cresset Asset Management
Illinois
$371K +$371K +46,522 New
GAG
54
GM Advisory Group
New York
$355K
State of Wisconsin Investment Board
55
State of Wisconsin Investment Board
Wisconsin
$346K +$7.76K +972 +2%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$276K -$49K -6,054 -15%
MIM
57
MetLife Investment Management
New Jersey
$238K +$238K +29,879 New
Invesco
58
Invesco
Georgia
$228K +$228K +28,629 New
LOAMU
59
Lombard Odier Asset Management (USA)
New York
$227K +$227K +28,388 New
Connor, Clark & Lunn Investment Management (CC&L)
60
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$223K -$4.43K -555 -2%
Mirae Asset Global Investments
61
Mirae Asset Global Investments
South Korea
$217K +$217K +27,194 New
SHGA
62
Sand Hill Global Advisors
California
$217K
SFI
63
Susquehanna Fundamental Investments
Pennsylvania
$217K
ACM
64
Alamar Capital Management
California
$215K +$47.9K +6,000 +29%
AIG
65
American International Group
New York
$212K +$212K +26,587 New
QT
66
Quantbot Technologies
New York
$196K +$82.6K +10,350 +73%
Wells Fargo
67
Wells Fargo
California
$194K +$189K +23,659 +3,328%
Deutsche Bank
68
Deutsche Bank
Germany
$190K +$190K +23,765 New
CS
69
Credit Suisse
Switzerland
$184K +$184K +23,037 New
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$182K +$182K +22,827 New
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$178K +$178K +22,300 New
VOYA Investment Management
72
VOYA Investment Management
Georgia
$175K +$175K +21,970 New
Janus Henderson Group
73
Janus Henderson Group
United Kingdom
$172K -$9.34M -1,172,463 -98%
VRS
74
Virginia Retirement Systems
Virginia
$168K +$19.2K +2,400 +13%
Barclays
75
Barclays
United Kingdom
$158K +$83.8K +10,514 +113%