Paloma Partners’s HSBC HSBC Stock Holding History

Paloma Partners’s Portfolio HSBC Stock Details HSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-17,922	Closed	-$517K	–	1443
2021 Q2	$517K	Buy	+17,922	New	+$547K	0.01%	985
2020 Q4	–	Sell	-21,038	Closed	-$412K	–	1892
2020 Q3	$412K	Sell	21,038 -21,755	-51%	-$477K	0.01%	1293
2020 Q2	$998K	Buy	+42,793	New	+$1.06M	0.02%	921
2019 Q4	–	Sell	-8,963	Closed	-$343K	–	2309
2019 Q3	$343K	Buy	+8,963	New	+$347K	0.01%	1436
2018 Q2	–	Sell	-6,450	Closed	-$287K	–	1886
2018 Q1	$287K	Buy	+6,450	New	+$307K	﹤0.01%	1641
2017 Q3	–	Sell	-46,179	Closed	-$1.96M	–	2237
2017 Q2	$1.96M	Buy	+46,179	New	+$1.79M	0.02%	773
2017 Q1	–	Sell	-11,312	Closed	-$411K	–	2085
2016 Q4	$411K	Buy	+11,312	New	+$401K	﹤0.01%	1600
2015 Q4	–	Sell	-12,328	Closed	-$416K	–	1798
2015 Q3	$416K	Buy	+12,328	New	+$461K	0.01%	1128

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paloma Partners's HSBC Position: Q3 2021 in Review

Paloma Partners sold out of HSBC (HSBC) in Q3 2021, closing a stake of 17,922 shares — an estimated $517K sold.

Paloma Partners first reported a position in HSBC in Q3 2015 and held it in 8 quarters. The position peaked at $1.96M in Q2 2017. 260 funds tracked by Wall St. Rank hold HSBC as of Q3 2021.

Paloma Partners reported no remaining HSBC position as of Q3 2021 after selling out during the quarter.
Paloma Partners sold 17,922 HSBC shares in Q3 2021, an estimated $517K.
Paloma Partners first reported a position in HSBC in Q3 2015 and held it in 8 quarters.
Paloma Partners's HSBC position peaked at $1.96M in Q2 2017.
260 funds tracked by Wall St. Rank held HSBC as of Q3 2021.

Based on Paloma Partners's 13F filing for Q3 2021, filed 15 Nov 2021.