1,631 hedge funds and large institutions have $150B invested in Linde in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 644 increasing their positions, 590 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,631
Holders Change
+34
Holders Change %
+2.13%
% of All Funds
26%
Holding in Top 10
87
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.16%
% of All Funds
1.39%
New
137
Increased
644
Reduced
590
Closed
81
Calls
$666M
Puts
$713M
Net Calls
-$46.3M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Shares
Change %
FHB
826
First Hawaiian Bank
Hawaii
$1.44M +$4.47K +12 +0.3%
SAM
827
Synergy Asset Management
Washington
$1.44M +$1.44M +3,858 New
LIM
828
Leavell Investment Management
Alabama
$1.43M +$2.23K +6 +0.2%
DAS
829
Dynamic Advisor Solutions
Arizona
$1.43M +$451K +1,212 +46%
HPC
830
HM Payson & Co
Maine
$1.43M -$37.2K -100 -3%
VA
831
Valmark Advisers
Ohio
$1.43M +$1.12K +3 +0.1%
LWCFA
832
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.43M -$19.5K -50 -1%
AUB
833
Atlantic Union Bankshares
Virginia
$1.43M -$7.45K -20 -0.5%
TPA
834
Trivium Point Advisory
Connecticut
$1.42M +$91.7K +246 +7%
SW
835
SVB Wealth
Massachusetts
$1.41M +$19.4K +52 +1%
BTWM
836
Baker Tilly Wealth Management
Wisconsin
$1.41M -$2.6M -6,988 -65%
UCFA
837
United Capital Financial Advisors
Texas
$1.41M -$205K -550 -13%
SA
838
SRN Advisors
Pennsylvania
$1.4M +$47.7K +128 +4%
LOPW
839
Live Oak Private Wealth
North Carolina
$1.36M +$24.2K +65 +2%
PTC
840
Private Trust Company
Ohio
$1.35M +$102K +274 +8%
BWIA
841
Bryant Woods Investment Advisors
New York
$1.34M +$2.98K +8 +0.2%
ATPW
842
Ashton Thomas Private Wealth
Arizona
$1.33M +$525K +1,411 +65%
JCM
843
Jacobi Capital Management
Pennsylvania
$1.33M +$133K +357 +11%
ECM
844
Evergreen Capital Management
Washington
$1.32M -$9.68K -26 -0.7%
EFH
845
Eaton Financial Holdings
Florida
$1.32M +$1.32M +3,537 New
SEC
846
Seven Eight Capital
New York
$1.31M +$1.31M +3,522 New
WS
847
Wedbush Securities
California
$1.31M +$43.6K +117 +3%
FFM
848
Forum Financial Management
Illinois
$1.31M -$11.9K -32 -0.9%
MGWM
849
Marks Group Wealth Management
Minnesota
$1.31M -$7.45K -20 -0.6%
ONB
850
Old National Bancorp
Indiana
$1.29M -$24.6K -66 -2%