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Expensify

104 hedge funds and large institutions have $102M invested in Expensify in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
43
Reduced
19
Closed
17
Calls
$264K
Puts
$130K
Net Calls
+$134K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Shares
Change %
VOYA Investment Management
76
VOYA Investment Management
Georgia
$71.4K
AllianceBernstein
77
AllianceBernstein
Tennessee
$70.9K +$28.9K +8,900 +69%
Janus Henderson Group
78
Janus Henderson Group
United Kingdom
$69.9K +$3 +1 +0%
EGM
79
Engineers Gate Manager
New York
$67.5K +$67.5K +20,784 New
VRS
80
Virginia Retirement Systems
Virginia
$62.4K -$6.18K -1,900 -9%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$51.4K +$455 +140 +0.9%
SG Americas Securities
82
SG Americas Securities
New York
$51K +$51K +15,673 New
PP
83
PDT Partners
New York
$46.6K -$124K -38,221 -73%
Wells Fargo
84
Wells Fargo
California
$40.3K -$38.9K -11,966 -49%
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$40K +$3.31K +1,011 +9%
CC
86
Centiva Capital
New York
$37.6K +$37.6K +11,563 New
CC
87
Corton Capital
Ontario, Canada
$36.6K +$36.6K +11,257 New
QC
88
Quadrature Capital
United Kingdom
$34.9K +$34.9K +10,742 New
HCA
89
Harbor Capital Advisors
Illinois
$33.6K +$4.12K +1,268 +14%
Zurich Cantonal Bank
90
Zurich Cantonal Bank
Switzerland
$31.8K
AB
91
Amalgamated Bank
New York
$27K
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$22K +$3K +964 +16%
TRCT
93
Tower Research Capital (TRC)
New York
$18.4K +$14.1K +4,326 +327%
AIP
94
Ameritas Investment Partners
Nebraska
$14.8K
FIA
95
FNY Investment Advisers
New York
$13K +$13K +4,000 New
MLICM
96
Metropolitan Life Insurance Company (MetLife)
New York
$10.1K
Osaic Holdings
97
Osaic Holdings
Arizona
$9.08K -$504 -155 -5%
UBS Group
98
UBS Group
Switzerland
$7.24K +$5.1K +1,568 +238%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$4.67K +$2.41K +740 +106%
Federated Hermes
100
Federated Hermes
Pennsylvania
$917 -$162K -49,718 -99%