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SAP
SAP

Overview Fund Activity

581 hedge funds and large institutions have $8.51B invested in SAP in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 262 increasing their positions, 157 reducing their positions, and 40 closing their positions.

Holders
581
Holders Change
+13
Holders Change %
+2.29%
% of All Funds
9.27%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
60
Increased
262
Reduced
157
Closed
40
Calls
$117M
Puts
$245M
Net Calls
-$127M
Net Calls Change
+$32.6M

Top Buyers

1
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$472M
2
Ameriprise
2
Ameriprise
Minnesota
$184M
3
Capital International Investors
3
Capital International Investors
California
$1.19B
4
Lazard Asset Management
4
Lazard Asset Management
New York
$62.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$137M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$165M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$711M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$195M
4
HL
4
Harding Loevner
New Jersey
$717M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.65M
Name Market Value Shares Shares
Change 		Shares
Change %
BAAM
551
Baker Avenue Asset Management
California
$4.27K 33 +2 +6%
TH
552
TCTC Holdings
Texas
$4.14K 32 +32 New
WPWM
553
Western Pacific Wealth Management
Illinois
$3.88K 30 – –
Jones Financial Companies
554
Jones Financial Companies
Missouri
$3.75K 29 +8 +38%
ECM
555
Estabrook Capital Management
New York
$3.49K 27 – –
GCM
556
Gables Capital Management
Florida
$3.36K 26 – –
M
557
MOTCO
Texas
$3.23K 25 -7 -22%
VCM
558
Versant Capital Management
Arizona
$3.23K 25 – –
MIM
559
Macroview Investment Management
Maryland
$3.23K 25 +25 New
VNA
560
Valley National Advisers
Pennsylvania
$3K 25 – –
VF
561
VitalStone Financial
Texas
$3K 18 +18 New
HIA
562
Harbor Investment Advisory
Maryland
$2.97K 23 -598 -96%
HWM
563
HighMark Wealth Management
Minnesota
$2.72K 21 – –
BCM
564
Bourgeon Capital Management
Connecticut
$2.59K 20 +20 New
KA
565
Kozak & Associates
Colorado
$2.23K 17 +17 New
AGWCA
566
Annis Gardner Whiting Capital Advisors
Florida
$2.2K 17 +17 New
BC
567
Bartlett & Co
Ohio
$2K 14 – –
SS
568
Sunbelt Securities
Texas
$1.94K 15 +15 New
AWM
569
Abound Wealth Management
Tennessee
$1.81K 14 – –
BCWM
570
Bartlett & Co Wealth Management
Ohio
$1.81K 14 – –
FSWA
571
Financial Synergies Wealth Advisors
Texas
$1.55K 12 – –
CCP
572
Carmel Capital Partners
California
$1.45K 11 – –
EWM
573
Evermay Wealth Management
Virginia
$1.29K 10 – –
TWD
574
True Wealth Design
Ohio
$1.29K 10 – –
CFD
575
Creative Financial Designs
Indiana
$1.29K 10 -114 -92%
21 22
23
24 25