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SAP
SAP

Overview Fund Activity

644 hedge funds and large institutions have $10.7B invested in SAP in 2023 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 220 increasing their positions, 204 reducing their positions, and 51 closing their positions.

Holders
644
Holders Change
+63
Holders Change %
+10.84%
% of All Funds
9.44%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
125
Increased
220
Reduced
204
Closed
51
Calls
$132M
Puts
$230M
Net Calls
-$98.4M
Net Calls Change
+$28.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$872M
2
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$686M
3
Capital International Investors
3
Capital International Investors
California
$1.54B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$189M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$934M

Top Sellers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$167M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$321M
3
WPL
3
WINDACRE PARTNERSHIP LLC
Texas
$311M
4
Optiver Holding
4
Optiver Holding
Netherlands
$0
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$821M
Name Market Value Shares Shares
Change 		Shares
Change %
AWAU
301
Alliance Wealth Advisors (Utah)
Utah
$664K 4,295 +23 +0.5%
AWM
302
Axxcess Wealth Management
California
$662K 4,281 -305 -7%
ZB
303
Zions Bancorporation
Utah
$650K 4,205 +625 +17%
KOC
304
Koss-Olinger Consulting
Florida
$648K 4,190 -8,745 -68%
TPCW
305
TD Private Client Wealth
New York
$643K 4,162 +1,026 +33%
PCIA
306
Prime Capital Investment Advisors
Kansas
$634K 4,102 +4,102 New
TI
307
Tidal Investments
Wisconsin
$634K 4,101 +4,101 New
CIBC Private Wealth Group
308
CIBC Private Wealth Group
Georgia
$632K 4,089 -1,999 -33%
AWA
309
Aaron Wealth Advisors
Illinois
$628K 4,060 +453 +13%
PAG
310
Private Advisor Group
New Jersey
$617K 3,994 +215 +6%
AI
311
AdvisorShares Investments
Maryland
$617K 3,988 +3,988 New
YIH
312
Y-Intercept (HK)
Hong Kong
$604K 3,906 +3,906 New
NS
313
NBC Securities
Alabama
$587K 3,801 -4 -0.1%
OWA
314
One Wealth Advisors
California
$586K 3,791 +3,791 New
FW
315
FirstPurpose Wealth
Utah
$582K 3,764 +787 +26%
IC
316
IEQ Capital
California
$581K 3,757 +377 +11%
PP
317
PDS Planning
Ohio
$575K 3,721 +45 +1%
BP
318
Ballentine Partners
Massachusetts
$573K 3,706 +1,089 +42%
LMIM
319
Lockheed Martin Investment Management
Maryland
$572K 3,700 +3,700 New
PGFC
320
Peapack-Gladstone Financial Corp
New Jersey
$571K 3,691 +2 +0.1%
PA
321
Parallel Advisors
California
$555K 3,587 -154 -4%
MWM
322
Modera Wealth Management
New Jersey
$553K 3,580 -19 -0.5%
HSBC Holdings
323
HSBC Holdings
United Kingdom
$553K 3,575 +267 +8%
AWS
324
Atria Wealth Solutions
New York
$546K 3,534 +1,392 +65%
TW
325
TritonPoint Wealth
Maryland
$544K 3,521 +3,521 New
11 12
13
14 15