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Simulations Plus
SLP

Overview Fund Activity

169 hedge funds and large institutions have $493M invested in Simulations Plus in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 43 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-6
Holders Change %
-3.43%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
63
Reduced
43
Closed
33
Calls
$179K
Puts
$45K
Net Calls
+$134K
Net Calls Change
-$46K

Top Buyers

1
OAM
1
Ophir Asset Management
Australia
$19.2M
2
TCM
2
Tributary Capital Management
Nebraska
$10.4M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$12.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.1M
5
RIM
5
Ranger Investment Management
Texas
$28.9M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$0
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$62M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$0
4
WA
4
Wasatch Advisors
Utah
$7.32M
5
CCG
5
Chatham Capital Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
151
Concord Wealth Partners
Virginia
$2.02K – – –
Bessemer Group
152
Bessemer Group
New Jersey
$2K +$822 +30 +70%
HCA
153
Harbor Capital Advisors
Illinois
$2K +$2K +62 New
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$1.54K -$12.7K -398 -89%
AAP
155
Arax Advisory Partners
Colorado
$1.25K – – –
PWMG
156
Private Wealth Management Group
New Jersey
$1.12K +$1.12K +35 New
FFC
157
First Financial Corp
Indiana
$1.09K – – –
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$1K +$444 +20 +80%
TFGT
159
TS Financial Group (TSFG)
Illinois
$1K +$1K +30 New
S
160
SignatureFD
Georgia
$961 – – –
ADL
161
Asset Dedication LLC
California
$673 +$673 +21 New
CFGS
162
Concourse Financial Group Securities
Alabama
$672 +$160 +5 +31%
RIL
163
Rothschild Investment LLC
Illinois
$480 +$160 +5 +50%
SCM
164
Sterling Capital Management
North Carolina
$480 +$480 +15 New
VCM
165
Versant Capital Management
Arizona
$384 – – –
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$352 – – –
FFA
167
Farther Finance Advisors
California
$320 – – –
MFG
168
Mendota Financial Group
Wisconsin
$33 +$33 +1 New
CPA
169
Capital Performance Advisors
California
$32 +$32 +1 New
Neuberger Berman Group
170
Neuberger Berman Group
New York
– -$61.8M -1,271,284 Closed
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
– -$2.2M -45,229 Closed
CCG
172
Chatham Capital Group
Georgia
– -$1.68M -34,554 Closed
State Board of Administration of Florida Retirement System
173
State Board of Administration of Florida Retirement System
Florida
– -$1.67M -34,247 Closed
FLAM
174
First Light Asset Management
Minnesota
– -$1.37M -28,259 Closed
PGCM
175
Prescott Group Capital Management
Oklahoma
– -$1.05M -21,500 Closed
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