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Simulations Plus

152 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, 49 increasing their positions, 59 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $562K

23% more capital invested

Capital invested by funds: $563M → $694M (+$131M)

2.14% more ownership

Funds ownership: 70.76%72.9% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 164152 (-12)

17% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 59

35% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 31

Holders
152
Holders Change
-12
Holders Change %
-7.32%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
49
Reduced
59
Closed
31
Calls
$1.13M
Puts
$562K
Net Calls
+$568K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
126
Advisors Asset Management
Colorado
$58K -$1.32K -28 -2%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$48K
CWP
128
Concord Wealth Partners
Virginia
$43K +$36.6K +775 +625%
EVM
129
Eaton Vance Management
Massachusetts
$42K +$27.5K +583 +197%
SWM
130
Spire Wealth Management
Virginia
$41K +$41.3K +875 New
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$38K +$13.1K +278 +52%
HL
132
Harding Loevner
New Jersey
$29K +$28.6K +605 New
SPIA
133
Steward Partners Investment Advisory
New York
$27K -$19.1K -404 -41%
HIIFS
134
Harel Insurance Investments & Financial Services
Israel
$24K -$32.4K -687 -59%
PMFA
135
Plante Moran Financial Advisors
Michigan
$24K -$23.6K -500 -50%
Macquarie Group
136
Macquarie Group
Australia
$13K
SWA
137
Sutton Wealth Advisors
Florida
$12.4K +$3.45K +73 +39%
CAM
138
ClariVest Asset Management
California
$10K +$9.54K +202 New
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$6K
GWSG
140
GPS Wealth Strategies Group
Colorado
$6K
BAM
141
Barrett Asset Management
New York
$5K
SFM
142
Signet Financial Management
New Jersey
$5K +$5.14K +109 New
TFS
143
TrustCore Financial Services
Tennessee
$4K -$11.8K -250 -76%
HI
144
Harbour Investments
Wisconsin
$3K -$850 -18 -20%
First Manhattan
145
First Manhattan
New York
$3K
RMC
146
Resources Management Corp
Connecticut
$3K
Bessemer Group
147
Bessemer Group
New Jersey
$2K
PFBT
148
Parkside Financial Bank & Trust
Missouri
$1K -$4.72K -100 -89%
S
149
SignatureFD
Georgia
$1K -$850 -18 -38%
Manulife (Manufacturers Life Insurance)
150
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$388 -$4.86K -103 -1%