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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 %
SFCL
1501
Strengthening Families & Communities LLC
Massachusetts
$54K +$3.35K +9 +7%
LB
1502
Legacy Bridge
Iowa
$51.8K – – –
AAG
1503
Armstrong Advisory Group
Massachusetts
$49.5K – – –
HGERS
1504
Householder Group Estate & Retirement Specialist
Arizona
$47.7K +$47.7K +128 New
RDFA
1505
Ritter Daniher Financial Advisory
Ohio
$47.7K +$14.1K +38 +42%
RA
1506
Rational Advisors
New York
$46.5K -$199K -534 -81%
MFT
1507
Moisand Fitzgerald Tamayo
Florida
$46.2K +$2.61K +7 +6%
CTA
1508
Colonial Trust Advisors
South Carolina
$45.8K – – –
SIC
1509
SJS Investment Consulting
Ohio
$44.3K +$372 +1 +0.8%
BAM
1510
Bellevue Asset Management
Washington
$44.3K – – –
MA
1511
MCF Advisors
Kentucky
$42.1K +$5.96K +16 +16%
SWM
1512
Sanctuary Wealth Management
Idaho
$40.6K – – –
CSWM
1513
Cassady Schiller Wealth Management
Ohio
$40.2K +$9.31K +25 +30%
MA
1514
Montag & Associates
Georgia
$39.5K – – –
TAM
1515
Tucker Asset Management
Colorado
$38.7K – – –
RW
1516
RVW Wealth
California
$37.6K +$37.6K +101 New
KC
1517
Knuff & Co
California
$37.2K – – –
PFSC
1518
Peoples Financial Services Corp
Pennsylvania
$37.2K – – –
HC
1519
Hoese & Co
Minnesota
$37.2K – – –
MCAI
1520
Members Capital Advisors Inc
Wisconsin
$36.9K – – –
FIM
1521
FWL Investment Management
Texas
$34.6K +$34.6K +93 New
JFA
1522
JNBA Financial Advisors
Minnesota
$34.3K – – –
CWM
1523
CarsonAllaria Wealth Management
Illinois
$34.1K – – –
HIA
1524
Harbor Investment Advisory
Maryland
$33.9K -$243K -653 -88%
NC
1525
NewSquare Capital
Pennsylvania
$33.5K -$17.1K -46 -34%
59 60
61
62 63