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Simulations Plus

148 hedge funds and large institutions have $745M invested in Simulations Plus in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $988K | Put options by funds: $459K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

7% more capital invested

Capital invested by funds: $694M → $745M (+$50.9M)

4% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 54

0.46% less ownership

Funds ownership: 72.9%72.44% (-0.46%)

3% less funds holding

Funds holding: 152148 (-4)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
148
Holders Change
-4
Holders Change %
-2.63%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
56
Reduced
54
Closed
18
Calls
$988K
Puts
$459K
Net Calls
+$529K
Net Calls Change
-$39K
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
101
Buckingham Strategic Wealth
Missouri
$232K
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$230K -$48.1K -1,121 -20%
First Trust Advisors
103
First Trust Advisors
Illinois
$230K +$193K +4,505 New
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$229K -$704K -16,389 -78%
HKAM
105
Horizon Kinetics Asset Management
New York
$223K
ASRS
106
Arizona State Retirement System
Arizona
$222K +$945 +22 +0.5%
HWAM
107
Hennion & Walsh Asset Management
New Jersey
$220K -$86 -2 -0%
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$219K
US Bancorp
109
US Bancorp
Minnesota
$212K +$125K +2,920 +233%
GA
110
Greytown Advisors
Florida
$207K -$60.3K -1,404 -26%
Mitsubishi UFJ Asset Management
111
Mitsubishi UFJ Asset Management
Japan
$166K +$139K +3,248 New
APA
112
American Portfolios Advisors
New York
$151K +$1.2K +28 +1%
SOW
113
State of Wyoming
Wyoming
$135K +$37.5K +873 +49%
FCA
114
FinTrust Capital Advisors
South Carolina
$126K
ECM
115
EMC Capital Management
Texas
$113K -$676K -15,751 -87%
LSA
116
Leonteq Securities AG
Switzerland
$108K -$41.8K -974 -32%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$100K
Osaic Holdings
118
Osaic Holdings
Arizona
$67K -$48.9K -1,139 -46%
AIP
119
Ameritas Investment Partners
Nebraska
$64K
MLICM
120
Metropolitan Life Insurance Company (MetLife)
New York
$49.2K -$132K -3,084 -76%
AAM
121
Advisors Asset Management
Colorado
$46K -$14K -327 -27%
PI
122
PEAK6 Investments
Illinois
$45K +$38K +884 New
CWP
123
Concord Wealth Partners
Virginia
$44K -$1.5K -35 -4%
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$42K +$301 +7 +0.9%
Allspring Global Investments
125
Allspring Global Investments
North Carolina
$32K +$27.4K +639 New