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Linde
LIN

Overview Fund Activity

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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$593M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$169M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$147M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$145M
5
AIM
Alphinity Investment Management
Australia
+$133M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$929M
2
DZ Bank
DZ Bank
Germany
-$323M
3
State Street
State Street
Massachusetts
-$294M
4
AC
AKO Capital
United Kingdom
-$241M
5
Citigroup
Citigroup
New York
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
1351
One Capital Management
California
$248K +$15.6K +42 +7%
MFG
1352
MidWestOne Financial Group
Iowa
$248K – – –
GC
1353
Grimes & Company
Massachusetts
$246K +$3.35K +9 +1%
UBV
1354
United Bank (Virginia)
Virginia
$246K -$155K -415 -39%
GWANC
1355
Guardian Wealth Advisors (North Carolina)
North Carolina
$245K +$245K +658 New
FWM
1356
Forza Wealth Management
Florida
$244K +$37.2K +100 +18%
SFS
1357
Stiles Financial Services
Minnesota
$243K – – –
BLC
1358
Brown, Lisle/Cummings
Rhode Island
$242K – – –
MIS
1359
Morningstar Investment Services
Illinois
$240K +$240K +642 New
FA
1360
Fermata Advisors
California
$239K +$239K +643 New
SSWG
1361
Seven Springs Wealth Group
Tennessee
$238K – – –
SMA
1362
Seven Mile Advisory
New Jersey
$238K +$9.68K +26 +4%
GRP
1363
Global Retirement Partners
California
$238K +$18.2K +48 +8%
CFS
1364
CRA Financial Services
New Jersey
$238K +$2.23K +6 +0.9%
SFWA
1365
Summit Financial Wealth Advisors
Louisiana
$237K – – –
RCM
1366
Radnor Capital Management
Pennsylvania
$236K – – –
ACP
1367
Aveo Capital Partners
Colorado
$235K +$30.9K +83 +15%
CIC
1368
Crawford Investment Counsel
Georgia
$235K +$235K +631 New
MC
1369
Maverick Capital
Texas
$235K +$235K +631 New
MSFS
1370
Main Street Financial Solutions
Pennsylvania
$233K +$5.21K +14 +2%
BFS
1371
Bard Financial Services
Connecticut
$233K – – –
Members Trust
1372
Members Trust
Florida
$233K – – –
CIA
1373
Capital Investment Advisors
Georgia
$233K +$233K +625 New
RFA
1374
Resurgent Financial Advisors
Georgia
$232K -$39.8K -107 -15%
BWM
1375
BigSur Wealth Management
Florida
$232K -$9.68K -26 -4%
53 54
55
56 57