LS
HCC

Lupo Securities’s HCC INSURANCES HOLDINGS INC HCC Stock Holding History

Lupo Securities’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$1.05M Buy
13,572
+5,572
+70% +$431K 7.91% 3
2015
Q2 		$615K Buy
+8,000
New +$498K 2.46% 10

Other funds holding HCC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lupo Securities's HCC Position: Q3 2015 in Review

Lupo Securities increased its HCC INSURANCES HOLDINGS INC (HCC) stake by 70% in Q3 2015, buying an estimated $431K and bringing the position to 13,572 shares worth $1.05M. The position accounts for 7.91% of the portfolio, ranked #3.

Lupo Securities first reported a position in HCC in Q2 2015 and has held it in 2 quarters since. 302 funds tracked by Wall St. Rank hold HCC as of Q3 2015.

  • Lupo Securities held 13,572 shares of HCC INSURANCES HOLDINGS INC worth $1.05M as of Q3 2015.
  • Lupo Securities bought 5,572 HCC INSURANCES HOLDINGS INC shares in Q3 2015, an estimated $431K.
  • HCC INSURANCES HOLDINGS INC made up 7.91% of Lupo Securities's portfolio in Q3 2015, its #3 holding.
  • Lupo Securities first reported a position in HCC INSURANCES HOLDINGS INC in Q2 2015 and has held it in 2 quarters since.
  • 302 funds tracked by Wall St. Rank held HCC INSURANCES HOLDINGS INC as of Q3 2015.

Based on Lupo Securities's 13F filing for Q3 2015, filed 13 Nov 2015.