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Simulations Plus

151 hedge funds and large institutions have $694M invested in Simulations Plus in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 59 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-12
Holders Change %
-7.36%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
48
Reduced
59
Closed
31
Calls
$1.13M
Puts
$562K
Net Calls
+$568K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$48K
CWP
127
Concord Wealth Partners
Virginia
$43K +$37.1K +775 +625%
EVM
128
Eaton Vance Management
Massachusetts
$42K +$27.9K +583 +197%
SWM
129
Spire Wealth Management
Virginia
$41K +$41K +875 New
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$38K +$13.1K +278 +52%
HL
131
Harding Loevner
New Jersey
$29K +$29K +605 New
SPIA
132
Steward Partners Investment Advisory
New York
$27K -$19K -404 -41%
HIIFS
133
Harel Insurance Investments & Financial Services
Israel
$24K -$34.4K -687 -59%
PMFA
134
Plante Moran Financial Advisors
Michigan
$24K -$24K -500 -50%
Macquarie Group
135
Macquarie Group
Australia
$13K
SWA
136
Sutton Wealth Advisors
Florida
$12.4K +$3.45K +73 +39%
CAM
137
ClariVest Asset Management
California
$10K +$10K +202 New
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$6K
GWSG
139
GPS Wealth Strategies Group
Colorado
$6K
BAM
140
Barrett Asset Management
New York
$5K
SFM
141
Signet Financial Management
New Jersey
$5K +$5K +109 New
TFS
142
TrustCore Financial Services
Tennessee
$4K -$12.8K -250 -76%
HI
143
Harbour Investments
Wisconsin
$3K -$771 -18 -20%
RMC
144
Resources Management Corp
Connecticut
$3K
First Manhattan
145
First Manhattan
New York
$3K
Bessemer Group
146
Bessemer Group
New Jersey
$2K
PFBT
147
Parkside Financial Bank & Trust
Missouri
$1K -$8.33K -100 -89%
S
148
SignatureFD
Georgia
$1K -$600 -18 -38%
Manulife (Manufacturers Life Insurance)
149
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$388 -$5 -103 -1%
Polen Capital Management
150
Polen Capital Management
Florida
-$7.03M -178,076 Closed