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364 hedge funds and large institutions have $6.85B invested in Ashland in 2013 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 106 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $223M | Put options by funds: $140M

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

26% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 106

7% more capital invested

Capital invested by funds: $6.4B → $6.85B (+$448M)

5% more funds holding

Funds holding: 347364 (+17)

2.42% more ownership

Funds ownership: 183.49%185.92% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
364
Holders Change
+17
Holders Change %
+4.9%
% of All Funds
10.57%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
52
Increased
134
Reduced
106
Closed
33
Calls
$223M
Puts
$140M
Net Calls
+$83.3M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$687M -$174M -3,903,672 -21%
JP
2
Jana Partners
New York
$649M +$1.75M +39,067 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$401M +$16.1M +360,148 +4%
BIT
4
BlackRock Institutional Trust
California
$339M +$132M +2,956,846 +71%
TCA
5
Taconic Capital Advisors
New York
$281M +$18.3M +408,800 +7%
HCM
6
Highfields Capital Management
Massachusetts
$252M +$127M +2,849,338 +116%
State Street
7
State Street
Massachusetts
$239M +$8.9M +199,173 +4%
BFA
8
BlackRock Fund Advisors
California
$201M +$15.2M +340,764 +9%
ETC
9
Evercore Trust Company
New York
$200M -$4.43M -99,144 -2%
Principal Financial Group
10
Principal Financial Group
Iowa
$135M +$5.16M +115,516 +4%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$131M -$4.95M -110,815 -4%
Goldman Sachs
12
Goldman Sachs
New York
$117M +$2.12M +47,484 +2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$106M +$915K +20,469 +0.9%
WCM
14
Wedge Capital Management
North Carolina
$99.1M +$93.3M +2,086,924 New
AIM
15
abrdn Investment Management
United Kingdom
$89.1M +$83.8M +1,875,656 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$75.9M -$1.47M -32,974 -2%
AIM
17
Atlantic Investment Management
New York
$74M -$72.5M -1,622,306 -51%
Northern Trust
18
Northern Trust
Illinois
$73.9M +$974K +21,806 +1%
SB
19
Suntrust Banks
Georgia
$70.6M +$7.03M +157,239 +12%
WCMNY
20
Westchester Capital Management (New York)
New York
$68.4M +$22.1M +495,262 +52%
PC
21
PointState Capital
New York
$67.5M +$63.6M +1,422,624 New
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$66.7M +$62.1M +1,389,186 +8,386%
PI
23
Putnam Investments
Massachusetts
$61.2M -$402K -8,989 -0.7%
KI
24
Kalmar Investments
Delaware
$60.9M -$4.45M -99,614 -7%
GTP
25
Global Thematic Partners
New York
$56.6M -$22.1M -493,609 -29%