1,497 hedge funds and large institutions have $144B invested in Linde in 2023 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 595 increasing their positions, 499 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,497
Holders Change
-30
Holders Change %
-1.96%
% of All Funds
23.96%
Holding in Top 10
98
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+28.95%
% of All Funds
1.57%
New
169
Increased
595
Reduced
499
Closed
164
Calls
$620M
Puts
$890M
Net Calls
-$270M
Net Calls Change
+$85.6M
Name Holding Trade Value Shares
Change
Shares
Change %
NW
751
Naviter Wealth
Arkansas
$1.48M -$44.1K -124 -3%
RWA
752
Ropes Wealth Advisors
Massachusetts
$1.46M +$355 +1 +0%
IWS
753
Insight Wealth Strategies
California
$1.46M -$46.9K -132 -3%
HTC
754
Haverford Trust Company
Pennsylvania
$1.46M -$91.7K -258 -6%
PP
755
PDT Partners
New York
$1.46M +$1.46M +4,100 New
WCM
756
Whitener Capital Management
North Carolina
$1.44M -$71.1K -200 -5%
SW
757
StrongBox Wealth
Missouri
$1.43M +$28.4K +80 +2%
AAS
758
Ameritas Advisory Services
Nebraska
$1.42M +$846K +2,373 +147%
CGL
759
Clarius Group LLC
Washington
$1.42M +$254K +716 +22%
VFA
760
Valeo Financial Advisors
Indiana
$1.38M +$385K +1,082 +38%
MGWM
761
Marks Group Wealth Management
Minnesota
$1.38M +$41.9K +118 +3%
VA
762
Valmark Advisers
Ohio
$1.37M +$2.84K +8 +0.2%
LIM
763
Leavell Investment Management
Alabama
$1.37M -$17.1K -48 -1%
DWT
764
Dorsey & Whitney Trust
South Dakota
$1.37M +$249K +701 +22%
VSQM
765
V-Square Quantitative Management
Illinois
$1.36M +$1.36M +3,839 New
MCM
766
MAI Capital Management
Ohio
$1.35M -$159K -448 -11%
AWM
767
Axxcess Wealth Management
California
$1.35M +$248K +699 +23%
NAG
768
Northstar Advisory Group
New Jersey
$1.35M +$1.35M +3,794 New
AWM
769
Apollon Wealth Management
South Carolina
$1.34M +$1.42K +4 +0.1%
VWM
770
Venturi Wealth Management
Texas
$1.34M -$27.7K -78 -2%
IA
771
IFP Advisors
Florida
$1.34M -$351K -1,345 -21%
LWCFA
772
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.34M +$53.3K +150 +4%
QIM
773
Quest Investment Management
Oregon
$1.31M +$1.31M +3,694 New
SA
774
SRN Advisors
Pennsylvania
$1.3M +$1.3M +3,690 New
CFA
775
CWS Financial Advisors
Michigan
$1.29M -$410K -1,154 -24%