We are live on ! Find out more

521 hedge funds and large institutions have $6.82B invested in SAP in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 229 increasing their positions, 121 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 121

37% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 43

2% more funds holding

Funds holding: 510521 (+11)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.09% less ownership

Funds ownership: 4.2%4.11% (-0.09%)

6% less capital invested

Capital invested by funds: $7.25B → $6.82B (-$438M)

34% less call options, than puts

Call options by funds: $145M | Put options by funds: $221M

Holders
521
Holders Change
+11
Holders Change %
+2.16%
% of All Funds
9.12%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
59
Increased
229
Reduced
121
Closed
43
Calls
$145M
Puts
$221M
Net Calls
-$76.1M
Net Calls Change
-$21M
Name Holding Trade Value Shares
Change
Change in
Stake
FF
276
FourThought Financial
Florida
$397K +$70.1K +483 +20%
PFO
277
Pathstone Family Office
New Jersey
$391K +$71.6K +493 +20%
AWM
278
AE Wealth Management
Kansas
$389K -$436 -3 -0.1%
MG
279
Mather Group
Illinois
$384K -$27.7K -191 -6%
HWMA
280
Heritage Wealth Management (Arizona)
Arizona
$375K +$74.6K +514 +23%
AO
281
Advisor OS
Illinois
$374K
CGL
282
Clarius Group LLC
Washington
$373K +$58.8K +405 +17%
DIA
283
Dana Investment Advisors
Wisconsin
$370K
ET
284
Equitable Trust
Tennessee
$367K +$726 +5 +0.2%
CIBC Private Wealth Group
285
CIBC Private Wealth Group
Georgia
$366K -$4.36K -30 -1%
WA
286
Wambolt & Associates
Colorado
$365K -$9K -62 -2%
Cambridge Investment Research Advisors
287
Cambridge Investment Research Advisors
Iowa
$364K -$52.4K -361 -12%
SRIM
288
Saratoga Research & Investment Management
California
$357K +$384K +2,645 New
PCH
289
PGIM Custom Harvest
New Jersey
$356K +$5.08K +35 +1%
Lazard Asset Management
290
Lazard Asset Management
New York
$354K -$730K -5,028 -66%
FHA
291
First Horizon Advisors
Tennessee
$350K +$348K +2,400 +1,206%
TA
292
Tectonic Advisors
Texas
$337K
IFWM
293
Institute for Wealth Management
Colorado
$334K +$20K +138 +6%
BPA
294
Beacon Pointe Advisors
California
$331K +$356K +2,453 New
Janus Henderson Group
295
Janus Henderson Group
United Kingdom
$323K +$348K +2,395 New
WAP
296
Wealthcare Advisory Partners
Pennsylvania
$321K +$1.16K +8 +0.3%
FTA
297
Financial & Tax Architects
Missouri
$320K +$290 +2 +0.1%
ATIA
298
American Trust Investment Advisors
New Hampshire
$312K +$335K +2,310 New
PA
299
Parallel Advisors
California
$305K +$59.8K +412 +22%
EAM
300
Eagle Asset Management
Florida
$304K +$28.2K +194 +9%

SAP Hedge Fund Activity: Q3 2021 in Review

521 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in SAP (SAP) for Q3 2021, worth a combined $6.82B — down 6% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SAP positions and 43 closed out — a net gain of 16 holders — while 229 added to existing stakes and 121 trimmed.

The largest buyer was Capital International Investors, adding an estimated $140M. The largest seller was Vulcan Value Partners, cutting an estimated $336M.

  • 521 institutional investors held SAP (SAP) as of Q3 2021, up from 510 in Q2 2021.
  • Funds reported $6.82B of SAP stock for Q3 2021, down 6% quarter-over-quarter.
  • 59 funds opened new SAP positions in Q3 2021 and 43 closed out, a net change of +16 holders.
  • The largest SAP buyer in Q3 2021 was Capital International Investors, an estimated $140M added.
  • The largest SAP seller in Q3 2021 was Vulcan Value Partners, an estimated $336M sold.

Based on aggregated 13F filings for Q3 2021.