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SAP
SAP

Overview Fund Activity

498 hedge funds and large institutions have $6.24B invested in SAP in 2020 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 162 increasing their positions, 174 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-39
Holders Change %
-7.26%
% of All Funds
8.84%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
82
Increased
162
Reduced
174
Closed
110
Calls
$73.1M
Puts
$132M
Net Calls
-$59.1M
Net Calls Change
-$79.3M

Top Buyers

1
WPL
WINDACRE PARTNERSHIP LLC
Texas
$237M
2
First Trust Advisors
First Trust Advisors
Illinois
$148M
3
Capital International Investors
Capital International Investors
California
$272M
4
Fisher Asset Management
Fisher Asset Management
Washington
$1.09B
5
BCM
Becker Capital Management
Oregon
$20.4M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$0
2
Lazard Asset Management
Lazard Asset Management
New York
$598K
3
ClearBridge Investments
ClearBridge Investments
New York
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$581M
5
MVIP
Mar Vista Investment Partners
California
$73.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
201
Dorsey & Whitney Trust
South Dakota
$801K -$202K -1,549 -20%
KFC
202
Klingenstein Fields & Co
New York
$799K -$25.4M -195,042 -97%
YWP
203
YorkBridge Wealth Partners
New York
$791K -$20.2K -155 -2%
PSUF
204
People's United Financial
Connecticut
$787K -$416K -3,193 -35%
EI
205
Ethic Inc
New York
$781K -$97K -744 -11%
HTC
206
Haverford Trust Company
Pennsylvania
$774K – – –
SCM
207
SOL Capital Management
Maryland
$745K – – –
BCM
208
BTC Capital Management
Iowa
$741K -$18.1K -139 -2%
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$728K +$194K +1,485 +36%
CFSG
210
Community Financial Services Group
Vermont
$724K +$126K +968 +21%
PFS
211
Prospera Financial Services
Texas
$722K +$706K +5,410 +4,508%
FTDI
212
First Trust Direct Indexing
Massachusetts
$722K +$722K +5,539 New
MFG
213
Monte Financial Group
Connecticut
$710K +$710K +5,445 New
PFM
214
Parsec Financial Management
North Carolina
$698K -$57.9K -444 -8%
IAA
215
Independent Advisor Alliance
North Carolina
$694K -$3.74M -28,723 -84%
LA
216
LVW Advisors
New York
$694K -$175K -1,338 -20%
CIM
217
Confluence Investment Management
Missouri
$690K -$263K -2,020 -28%
WA
218
Wambolt & Associates
Colorado
$669K +$65.5K +502 +11%
NAM
219
NorthCoast Asset Management
Connecticut
$668K +$219K +1,681 +49%
PWP
220
Private Wealth Partners
California
$657K -$391K -3,000 -37%
QI
221
Qtron Investments
Massachusetts
$642K +$146K +1,117 +29%
QCG
222
Quadrant Capital Group
Ohio
$641K -$59.6K -457 -9%
MIH
223
Meitav Investment House
Israel
$640K +$380K +2,914 +146%
BG
224
Bahl & Gaynor
Ohio
$639K – – –
VCA
225
Verdence Capital Advisors
Maryland
$638K -$964K -7,391 -60%
7 8
9
10 11