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SAP
SAP

Overview Fund Activity

703 hedge funds and large institutions have $12.6B invested in SAP in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 227 increasing their positions, 258 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+59
Holders Change %
+9.16%
% of All Funds
10.19%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.22%
New
120
Increased
227
Reduced
258
Closed
53
Calls
$115M
Puts
$193M
Net Calls
-$78.3M
Net Calls Change
+$20.1M

Top Buyers

1
GAM
1
Groupama Asset Management
France
$125M
2
Citigroup
2
Citigroup
New York
$145M
3
Bank of America
3
Bank of America
North Carolina
$313M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$58.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.24B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$555M
2
HL
2
Harding Loevner
New Jersey
$753M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$55.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$983M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
501
William Blair & Company
Illinois
$247K +$247K +1,264 New
VC
502
Vicus Capital
Pennsylvania
$246K +$246K +1,262 New
DWP
503
Daymark Wealth Partners
Ohio
$244K -$14K -72 -5%
ISL
504
Ingalls & Snyder LLC
New York
$244K +$244K +1,249 New
EH
505
Equitable Holdings
New York
$243K +$243K +1,246 New
NAS
506
Nicolet Advisory Services
Wisconsin
$242K -$132K -701 -35%
KIA
507
KLR Investment Advisors
Rhode Island
$240K -$1.52M -8,523 -86%
BSW
508
Buckingham Strategic Wealth
Missouri
$238K +$238K +1,220 New
WANY
509
Wealthspire Advisors (New York)
New York
$237K +$237K +1,216 New
PMA
510
Prudent Man Advisors
Illinois
$237K -$50.7K -260 -18%
NHC
511
Nicholas Hoffman & Company
Georgia
$234K +$234K +1,202 New
WA
512
Wambolt & Associates
Colorado
$232K -$96.3K -491 -29%
EFSCE
513
Enterprise Financial Services Corp (EFSC)
Missouri
$232K +$232K +1,189 New
SAM
514
Smartleaf Asset Management
Massachusetts
$230K +$8.48K +43 +4%
AG
515
Ascent Group
Virginia
$230K +$9.17K +47 +4%
CB
516
Centennial Bank
Arkansas
$227K -$23.2K -119 -9%
UL
517
Unionview LLC
Washington
$225K +$225K +1,154 New
GIA
518
Gateway Investment Advisers
Ohio
$225K -$935K -4,795 -81%
RG
519
Rathbones Group
United Kingdom
$224K +$224K +1,150 New
William Blair Investment Management
520
William Blair Investment Management
Illinois
$221K -$100K -514 -31%
BSAM
521
Blue Square Asset Management
New York
$220K -$1.1M -5,625 -83%
CWM
522
Concentrum Wealth Management
California
$220K +$220K +1,128 New
MHR
523
Matthew Hamilton Rosenberg
$216K +$12.4K +63 +6%
CIA
524
Concurrent Investment Advisors
Florida
$215K +$215K +1,104 New
FLPIM
525
F.L. Putnam Investment Management
Massachusetts
$215K +$215K +1,100 New
19 20
21
22 23