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 %
ECM
1451
Everence Capital Management
Indiana
$10.5K +$1.64K +4,610 +19%
OCM
1452
Orion Capital Management
California
$10.3K
CIA
1453
Cape Investment Advisory
Georgia
$10.3K +$10.3K +29 New
PCTC
1454
Perkins Coie Trust Company
Washington
$10.3K
CWM
1455
Compass Wealth Management
Connecticut
$10.2K
TCM
1456
TD Capital Management
Tennessee
$10K
BWL
1457
Bogart Wealth LLC
Virginia
$9.95K +$8.18K +23 +460%
HWM
1458
HighMark Wealth Management
Minnesota
$9.24K +$355 +1 +4%
DI
1459
Disciplined Investments
Oklahoma
$9.24K +$355 +1 +4%
HBW
1460
Hazlett, Burt & Watson
West Virginia
$9K
KFS
1461
Kelly Financial Services
Massachusetts
$8.89K
ME
1462
McIlrath & Eck
Washington
$8.53K +$2.13K +6 +33%
PFA
1463
Pathway Financial Advisers
Indiana
$7.69K
SWM
1464
Sugarloaf Wealth Management
Georgia
$7.51K -$13.2K -37 -64%
GTAM
1465
Global Trust Asset Management
Florida
$7.46K
KC
1466
Kenfarb & Co
Kentucky
$7.46K
EIM
1467
Essex Investment Management
Massachusetts
$7.11K
TCA
1468
Trifecta Capital Advisors
Illinois
$6.75K
FGAM
1469
Financial Gravity Asset Management
Texas
$6.63K +$541 +29 +9%
TFM
1470
TFC Financial Management
Massachusetts
$6.06K +$2.14K +6 +55%
IWP
1471
IAG Wealth Partners
Wisconsin
$5.69K
CAC
1472
Core Alternative Capital
Georgia
$5.69K +$5.69K +16 New
TJHA
1473
Thomas J. Herzfeld Advisors
Florida
$5.33K
CAL
1474
Capital Analysts LLC
Pennsylvania
$5K +$5K +15 New
BFPW
1475
BOK Financial Private Wealth
Colorado
$4.62K +$4.62K +13 New