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 %
BWL
551
Bogart Wealth LLC
Virginia
$35.1K 227 – –
JAM
552
JCIC Asset Management
Ontario, Canada
$34.5K 223 -7 -3%
BHWM
553
Beaird Harris Wealth Management
Texas
$33.2K 215 +15 +8%
JWA
554
JFS Wealth Advisors
Pennsylvania
$33.2K 215 +46 +27%
LFG
555
Larson Financial Group
Missouri
$32.8K 212 +212 New
LA
556
LM Advisors
California
$31.6K 205 +205 New
FCA
557
FinTrust Capital Advisors
South Carolina
$31.5K 204 -70 -26%
Barclays
558
Barclays
United Kingdom
$31K 200 +200 New
WIA
559
Wetzel Investment Advisors
Indiana
$31K 201 +201 New
TFA
560
Toth Financial Advisory
Virginia
$30.9K 200 – –
Bessemer Group
561
Bessemer Group
New Jersey
$30K 190 +55 +41%
NRG
562
Nemes Rush Group
Michigan
$29.5K 191 +8 +4%
POIA
563
Pin Oak Investment Advisors
Texas
$29K 187 – –
RFG
564
RFP Financial Group
Georgia
$26K 168 – –
OA
565
Operose Advisors
Wisconsin
$25.7K 166 – –
DSC
566
Duncker Streett & Co
Missouri
$24.7K 160 – –
CT
567
Cambridge Trust
Massachusetts
$24K 155 – –
RIL
568
Rothschild Investment LLC
Illinois
$23.8K 154 +154 New
PWA
569
Provenance Wealth Advisors
Florida
$23K 149 +149 New
DCP
570
DSM Capital Partners
Florida
$22.9K 148 – –
Jones Financial Companies
571
Jones Financial Companies
Missouri
$22.1K 143 +114 +393%
Macquarie Group
572
Macquarie Group
Australia
$22K 141 +26 +23%
WTA
573
Washington Trust Advisors
Massachusetts
$21.6K 140 -8 -5%
Fidelity International
574
Fidelity International
Bermuda
$21K 136 +74 +119%
SVCP
575
Silicon Valley Capital Partners
California
$20.9K 135 – –
21 22
23
24 25