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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SIG
376
Stonegate Investment Group
Alabama
$387K -$63.1K -408 -14%
HNB
377
Huntington National Bank
Ohio
$382K -$17.2K -111 -4%
ATIA
378
American Trust Investment Advisors
New Hampshire
$379K +$30.9K +200 +9%
OIA
379
OneDigital Investment Advisors
Kansas
$377K +$377K +2,437 New
RP
380
Riverwater Partners
Wisconsin
$376K -$120K -778 -24%
VFA
381
Valeo Financial Advisors
Indiana
$375K +$155 +1 +0%
AIA
382
Angeles Investment Advisors
California
$372K -$142K -920 -28%
HH
383
Hilltop Holdings
Texas
$363K – – –
TAM
384
Tocqueville Asset Management
New York
$362K -$14.8K -96 -4%
PHIC
385
Pine Haven Investment Counsel
Massachusetts
$362K – – –
SRL
386
Scientech Research LLC
New Jersey
$362K +$362K +2,339 New
IWC
387
Integrated Wealth Concepts
Massachusetts
$360K -$24.4K -158 -6%
TSS
388
Two Sigma Securities
New York
$357K +$357K +2,311 New
CWM
389
Circle Wealth Management
New Jersey
$356K +$71.4K +462 +25%
GCM
390
Gallacher Capital Management
Colorado
$354K +$3.87K +25 +1%
EVM
391
Evelyn V. Moreno
$353K – – –
MW
392
Marcum Wealth
Ohio
$350K -$36.2K -234 -9%
CIAS
393
Capital Investment Advisory Services
North Carolina
$347K +$19K +123 +6%
Verition Fund Management
394
Verition Fund Management
Connecticut
$347K +$73.3K +474 +27%
RCAG
395
Rehmann Capital Advisory Group
Michigan
$345K +$309 +2 +0.1%
PI
396
PFG Investments
New York
$344K -$1.55K -10 -0.4%
ASN
397
Advisory Services Network
Georgia
$343K -$207K -1,339 -38%
DWM
398
Drive Wealth Management
Utah
$342K +$25.2K +163 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
399
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$340K +$104K +673 +44%
EA
400
Everpar Advisors
Oklahoma
$340K +$340K +2,197 New
14 15
16
17 18