CO
HDB icon

Caldwell & Orkin’s HDFC Bank HDB Stock Holding History

Caldwell & Orkin’s Portfolio HDB Stock Details HDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-17,200
Closed -$323K – 72
2017
Q1 		$323K Buy
+17,200
New +$299K 0.18% 80
2015
Q4 		– Sell
-118,000
Closed -$1.8M – 85
2015
Q3 		$1.8M Hold
118,000
– – 1.15% 32
2015
Q2 		$1.79M Hold
118,000
– – 1.04% 41
2015
Q1 		$1.74M Buy
+118,000
New +$1.72M 0.97% 46

Other funds holding HDB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Caldwell & Orkin's HDB Position: Q3 2017 in Review

Caldwell & Orkin increased its HDFC Bank (HDB) stake by 68% in Q3 2017, buying an estimated $1.09M and bringing the position to 113,500 shares worth $2.73M. The position accounts for 2.78% of the portfolio, ranked #9.

Caldwell & Orkin first reported a position in HDB in Q4 2014 and has held it in 12 quarters since. The position peaked at $3.71M in Q1 2015. 344 funds tracked by Wall St. Rank hold HDB as of Q3 2017.

  • Caldwell & Orkin held 113,500 shares of HDFC Bank worth $2.73M as of Q3 2017.
  • Caldwell & Orkin bought 46,040 HDFC Bank shares in Q3 2017, an estimated $1.09M.
  • HDFC Bank made up 2.78% of Caldwell & Orkin's portfolio in Q3 2017, its #9 holding.
  • Caldwell & Orkin first reported a position in HDFC Bank in Q4 2014 and has held it in 12 quarters since.
  • Caldwell & Orkin's HDFC Bank position peaked at $3.71M in Q1 2015.
  • 344 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2017.

Based on Caldwell & Orkin's 13F filing for Q3 2017, filed 7 Nov 2017.