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Enact Holdings

72 hedge funds and large institutions have $607M invested in Enact Holdings in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

36% more funds holding

Funds holding: 5372 (+19)

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

0.2% more ownership

Funds ownership: 18.03%18.23% (+0.2%)

3% less capital invested

Capital invested by funds: $629M → $607M (-$21.6M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
72
Holders Change
+19
Holders Change %
+35.85%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
37
Increased
17
Reduced
13
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1
Bayview Asset Management
Florida
$307M +$10.8M +499,391 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$63.4M +$22.2M +1,025,508 +50%
TCA
3
Taconic Capital Advisors
New York
$31.7M +$757K +35,002 +2%
RCM
4
Redwood Capital Management
New York
$31M
American Century Companies
5
American Century Companies
Missouri
$27.9M +$1.85M +85,491 +7%
GCM
6
Glendon Capital Management
California
$26.8M +$2.24M +103,718 +9%
Franklin Resources
7
Franklin Resources
California
$24.9M +$1.83M +84,699 +8%
DSC
8
Donald Smith & Co
New York
$16M +$14.3M +660,687 +583%
Marshall Wace
9
Marshall Wace
United Kingdom
$6.14M +$5.16M +238,586 +408%
EC
10
EJF Capital
Virginia
$6.06M -$18.8M -868,030 -75%
KSCM
11
King Street Capital Management
New York
$5.68M
Citadel Advisors
12
Citadel Advisors
Florida
$4.97M +$4.59M +212,045 +752%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.66M +$2.39M +110,448 +96%
Millennium Management
14
Millennium Management
New York
$4.22M -$4.43M -204,909 -50%
KTA
15
Keeley-Teton Advisors
Illinois
$4.21M +$1.37M +63,266 +45%
Teacher Retirement System of Texas
16
Teacher Retirement System of Texas
Texas
$4.13M
GC
17
Gillson Capital
Illinois
$3.19M -$753K -34,793 -18%
SSA
18
Schonfeld Strategic Advisors
New York
$3.17M -$2.74M -126,623 -45%
State Street
19
State Street
Massachusetts
$2.92M +$3.06M +141,523 New
SEI Investments
20
SEI Investments
Pennsylvania
$2.45M +$631K +29,181 +33%
GCM
21
Gator Capital Management
Florida
$2.31M +$2.42M +111,862 New
IP
22
Interval Partners
New York
$2.25M +$922K +42,630 +65%
Northern Trust
23
Northern Trust
Illinois
$2.08M +$2.18M +100,885 New
MS
24
Maven Securities
Jersey
$1.55M -$5.88M -271,702 -78%
ClearBridge Investments
25
ClearBridge Investments
New York
$1.46M -$346 -16 -0%

ACT Hedge Fund Activity: Q4 2021 in Review

72 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Enact Holdings (ACT) for Q4 2021, worth a combined $607M — down 3.4% from $629M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ACT positions and 17 closed out — a net gain of 20 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $22.2M. The largest seller was EJF Capital, cutting an estimated $18.8M.

  • 72 institutional investors held Enact Holdings (ACT) as of Q4 2021, up from 53 in Q3 2021.
  • Funds reported $607M of Enact Holdings stock for Q4 2021, down 3.4% quarter-over-quarter.
  • 37 funds opened new Enact Holdings positions in Q4 2021 and 17 closed out, a net change of +20 holders.
  • The largest Enact Holdings buyer in Q4 2021 was Fidelity Investments, an estimated $22.2M added.
  • The largest Enact Holdings seller in Q4 2021 was EJF Capital, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2021.