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Simulations Plus

193 hedge funds and large institutions have $910M invested in Simulations Plus in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 23

13% more funds holding

Funds holding: 171193 (+22)

1.44% more ownership

Funds ownership: 61.97%63.42% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $917M → $910M (-$6.32M)

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

8% less call options, than puts

Call options by funds: $2.2M | Put options by funds: $2.38M

Holders
193
Holders Change
+22
Holders Change %
+12.87%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
45
Increased
60
Reduced
62
Closed
23
Calls
$2.2M
Puts
$2.38M
Net Calls
-$181K
Net Calls Change
-$3.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Polen Capital Management
26
Polen Capital Management
Florida
$6.43M +$5.93M +89,429 New
MOACM
27
Mutual of America Capital Management
New York
$6.38M +$1.16M +17,492 +25%
Ensign Peak Advisors
28
Ensign Peak Advisors
Utah
$6.11M +$1.82M +27,456 +48%
Wells Fargo
29
Wells Fargo
California
$5.83M -$3.86M -58,163 -42%
Ameriprise
30
Ameriprise
Minnesota
$5.47M +$408K +6,156 +9%
Man Group
31
Man Group
United Kingdom
$5.27M -$1.44M -21,685 -23%
Morgan Stanley
32
Morgan Stanley
New York
$5.25M +$370K +5,584 +8%
FLAM
33
First Light Asset Management
Minnesota
$5.16M +$58.9K +888 +1%
NCGI
34
Next Century Growth Investors
Minnesota
$5.14M -$92.3K -1,392 -2%
ZCM
35
Ziegler Capital Management
Illinois
$4.97M +$4.58M +69,059 New
IIM
36
InTrack Investment Management
Vermont
$4.22M +$3.89M +58,690 New
Goldman Sachs
37
Goldman Sachs
New York
$4.17M -$11.3M -170,056 -75%
SLG
38
Stanley-Laman Group
Pennsylvania
$4.15M +$288K +4,343 +8%
PFM
39
Premier Fund Managers
United Kingdom
$4.11M
N
40
Nuveen
North Carolina
$3.8M -$30.4K -459 -0.9%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$3.65M -$489K -7,382 -13%
UBS Group
42
UBS Group
Switzerland
$3.36M +$1.73M +26,139 +127%
Legal & General Group
43
Legal & General Group
United Kingdom
$3M -$21.2K -320 -0.8%
Renaissance Technologies
44
Renaissance Technologies
New York
$2.98M -$4.45M -67,121 -62%
WCM Investment Management
45
WCM Investment Management
California
$2.88M -$142K -2,140 -5%
First Trust Advisors
46
First Trust Advisors
Illinois
$2.79M +$2.57M +38,792 New
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.55M
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.41M
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$2.3M -$39.8K -600 -2%
Comerica Bank
50
Comerica Bank
Texas
$2.24M +$978K +14,748 +97%

SLP Hedge Fund Activity: Q4 2020 in Review

193 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Simulations Plus (SLP) for Q4 2020, worth a combined $910M — down 0.69% from $917M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SLP positions and 23 closed out — a net gain of 22 holders — while 60 added to existing stakes and 62 trimmed.

The largest buyer was Invesco, adding an estimated $22.3M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $24M sold.

  • 193 institutional investors held Simulations Plus (SLP) as of Q4 2020, up from 171 in Q3 2020.
  • Funds reported $910M of Simulations Plus stock for Q4 2020, down 0.69% quarter-over-quarter.
  • 45 funds opened new Simulations Plus positions in Q4 2020 and 23 closed out, a net change of +22 holders.
  • The largest Simulations Plus buyer in Q4 2020 was Invesco, an estimated $22.3M added.
  • The largest Simulations Plus seller in Q4 2020 was Lazard Asset Management, an estimated $24M sold.

Based on aggregated 13F filings for Q4 2020.