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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 %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$7K -$25.7K -14,304 -79%
Osaic Holdings
77
Osaic Holdings
Arizona
$5.93K +$101 +55 +2%
Comerica Bank
78
Comerica Bank
Texas
$5.54K +$5.54K +3,013 New
TRCT
79
Tower Research Capital (TRC)
New York
$3.32K -$14.1K -7,636 -81%
AB
80
Amalgamated Bank
New York
$3K -$9.59K -5,957 -76%
PD
81
Point72 (DIFC)
United Arab Emirates
$2.14K +$2.14K +1,160 New
EWA
82
EverSource Wealth Advisors
Alabama
$1.69K +$1.69K +1,059 New
AW
83
Avion Wealth
Texas
$1K +$1K +273 New
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$1K +$971 +475 +3,393%
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$337 +$337 +183 New
FIA
86
FNY Investment Advisers
New York
$23
FFA
87
Farther Finance Advisors
California
$22 +$22 +13 New
AWM
88
Avior Wealth Management
Nebraska
$20 +$20 +11 New
SW
89
SVB Wealth
Massachusetts
-$8.3M -3,359,037 Closed
WP
90
Woodline Partners
California
-$369K -149,466 Closed
HF
91
HRT Financial
New York
-$176K -71,386 Closed
AC
92
Aristides Capital
Kentucky
-$134K -54,104 Closed
Squarepoint
93
Squarepoint
New York
-$126K -51,147 Closed
2C
94
272 Capital
Texas
-$86.8K -34,439 Closed
AG
95
Algert Global
California
-$84K -34,050 Closed
EGM
96
Engineers Gate Manager
New York
-$76.9K -31,133 Closed
Connor, Clark & Lunn Investment Management (CC&L)
97
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$76K -30,763 Closed
MIM
98
MetLife Investment Management
New Jersey
-$73.8K -29,879 Closed
PMEF
99
Point72 Middle East FZE
United Arab Emirates
-$72.2K -29,237 Closed
SOW
100
State of Wyoming
Wyoming
-$69.7K -28,232 Closed