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Saia
SAIA

Overview Fund Activity

444 hedge funds and large institutions have $12.5B invested in Saia in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 159 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+13
Holders Change %
+3.02%
% of All Funds
6.51%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
75
Increased
156
Reduced
159
Closed
56
Calls
$101M
Puts
$112M
Net Calls
-$11.2M
Net Calls Change
-$47.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$403M
2
BlackRock
BlackRock
New York
$1.23B
3
VNIM
Vaughan Nelson Investment Management
Texas
$291M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$180M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$211M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.91M
2
Capital International Investors
Capital International Investors
California
$1.18B
3
Millennium Management
Millennium Management
New York
$36.9M
4
Capital World Investors
Capital World Investors
California
$364M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$863M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
301
OneDigital Investment Advisors
Kansas
$369K +$6.14K +14 +2%
HWMA
302
Heritage Wealth Management (Arizona)
Arizona
$361K +$361K +824 New
IIM
303
Ipswich Investment Management
Massachusetts
$359K – – –
I
304
InceptionR
California
$359K +$48.2K +110 +16%
JSW
305
Journey Strategic Wealth
New Jersey
$358K – – –
Mercer Global Advisors
306
Mercer Global Advisors
Colorado
$355K -$4.83K -11 -1%
LWAM
307
Legacy Wealth Asset Management
Minnesota
$355K -$3.51K -8 -1%
SW
308
SkyOak Wealth
Michigan
$349K -$21K -48 -6%
AWM
309
AE Wealth Management
Kansas
$346K +$346K +769 New
CPC
310
Cookson Peirce & Co
Pennsylvania
$343K +$112K +255 +48%
CAM
311
Cresset Asset Management
Illinois
$337K +$4.38K +10 +1%
AA
312
ALPS Advisors
Colorado
$326K -$18K -41 -5%
DC
313
Davenport & Co
Virginia
$321K -$438 -1 -0.1%
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$320K – – –
CL
315
CIM LLC
New York
$315K +$28K +50 +10%
EWA
316
EverSource Wealth Advisors
Alabama
$305K -$30.7K -70 -9%
HP
317
Hilltop Partners
Indiana
$302K – – –
Cetera Investment Advisers
318
Cetera Investment Advisers
Illinois
$293K +$15.3K +35 +6%
Capstone Investment Advisors
319
Capstone Investment Advisors
New York
$293K +$18.4K +42 +7%
BFG
320
Bleakley Financial Group
New Jersey
$290K +$290K +661 New
SS
321
Simplicity Solutions
Minnesota
$287K +$287K +655 New
IAS
322
Insigneo Advisory Services
Florida
$280K +$280K +639 New
PMAM
323
Picton Mahoney Asset Management
Ontario, Canada
$274K +$4.38K +10 +2%
QCG
324
Quadrant Capital Group
Ohio
$272K +$4.38K +10 +2%
UCFA
325
United Capital Financial Advisors
Texas
$271K +$271K +618 New
11 12
13
14 15