SAP icon

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 %
PPP
451
Private Portfolio Partners
New Jersey
$261K 1,690 – –
WA
452
Wambolt & Associates
Colorado
$259K 1,674 -692 -29%
GLA
453
Great Lakes Advisors
Illinois
$255K 1,652 -196 -11%
William Blair Investment Management
454
William Blair Investment Management
Illinois
$255K 1,649 +1,649 New
HWM
455
HB Wealth Management
Georgia
$254K 1,645 +45 +3%
LFA
456
Legacy Financial Advisors
Kentucky
$254K 1,645 -422 -20%
MIM
457
Merrion Investment Management
New Jersey
$250K 1,620 – –
BJL
458
Brighton Jones LLC
Washington
$246K 1,594 +1,594 New
FSA
459
Franklin Street Advisors
North Carolina
$245K 1,587 -402 -20%
PTC
460
Private Trust Company
Ohio
$239K 1,547 +629 +69%
GWM
461
Gitterman Wealth Management
New Jersey
$239K 1,543 +1,543 New
SC
462
Sapient Capital
Indiana
$237K 1,533 +1,533 New
EWM
463
Endowment Wealth Management
Wisconsin
$236K 1,528 +1,528 New
AHL
464
Abel Hall LLC
Louisiana
$236K 1,528 +1,528 New
BHPW
465
Beverly Hills Private Wealth
California
$234K 1,512 +1,512 New
PMA
466
Prudent Man Advisors
Illinois
$228K 1,473 -265 -15%
TPI
467
Trust Point Inc
Wisconsin
$227K 1,469 +1,469 New
SAG
468
SageView Advisory Group
California
$226K 1,287 +1,287 New
CA
469
Claro Advisors
Massachusetts
$223K 1,445 +1,445 New
BBVA
470
Banco Bilbao Vizcaya Argentaria
Spain
$222K 1,439 +1,439 New
CIM
471
Contravisory Investment Management
Massachusetts
$222K 1,437 +70 +5%
PWP
472
Phillips Wealth Planners
Mississippi
$221K 1,376 +1,376 New
FFA
473
Farther Finance Advisors
California
$220K 1,426 +771 +118%
LCGC
474
Legacy Capital Group California
California
$220K 1,422 +1,422 New
GVAG
475
Great Valley Advisor Group
Delaware
$220K 1,421 +1,421 New
17 18
19
20 21