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Stepan Co

211 hedge funds and large institutions have $2.14B invested in Stepan Co in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+8
Holders Change %
+3.94%
% of All Funds
3.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
75
Reduced
63
Closed
23
Calls
$2.18M
Puts
$249K
Net Calls
+$1.93M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
176
Quadrant Capital Group
Ohio
$13K
Bessemer Group
177
Bessemer Group
New Jersey
$13K +$4.37K +36 +51%
EWA
178
EverSource Wealth Advisors
Alabama
$12K +$12K +97 New
ACM
179
Aquatic Capital Management
Illinois
$12K +$12K +100 New
GAM
180
Gemmer Asset Management
California
$11K
Macquarie Group
181
Macquarie Group
Australia
$10K
SPIA
182
Steward Partners Investment Advisory
New York
$10K
STCOSD
183
Sageworth Trust Company of South Dakota
South Dakota
$9K +$9K +71 New
PFBT
184
Parkside Financial Bank & Trust
Missouri
$7K -$119 -1 -2%
Pacer Advisors
185
Pacer Advisors
Pennsylvania
$7K +$2.9K +24 +71%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$7K +$3.5K +28 +100%
IPW
187
IronBridge Private Wealth
Texas
$6K
KFP
188
KB Financial Partners
New Jersey
$6K +$6K +48 New
TFP
189
Tilia Fiduciary Partners
North Carolina
$6K +$6K +48 New
Lazard Asset Management
190
Lazard Asset Management
New York
$5K -$113K -1,062 -96%
TFO
191
Tarbox Family Office
California
$5K
C
192
Covestor
United Kingdom
$5K +$5K +36 New
AssetMark Inc
193
AssetMark Inc
California
$4K -$133 -1 -3%
PA
194
Parallel Advisors
California
$4K +$1.55K +12 +63%
TPCW
195
TD Private Client Wealth
New York
$3.23K
ST
196
Sageworth Trust
Pennsylvania
$3K -$10K -77 -77%
CFA
197
Carroll Financial Associates
North Carolina
$3K -$1.56K -14 -34%
Jones Financial Companies
198
Jones Financial Companies
Missouri
$3K
TWA
199
TCI Wealth Advisors
Arizona
$3K
SBL
200
Sargent Bickham Lagudis
Colorado
$3K