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319 hedge funds and large institutions have $3.93B invested in Ashland in 2020 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 75 increasing their positions, 112 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

89% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $9.92M

10% more funds holding

Funds holding: 290319 (+29)

1% more capital invested

Capital invested by funds: $3.89B → $3.93B (+$34M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.58% less ownership

Funds ownership: 93.37%92.78% (-0.58%)

33% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 112

Holders
319
Holders Change
+29
Holders Change %
+10%
% of All Funds
6.44%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
53
Increased
75
Reduced
112
Closed
23
Calls
$18.8M
Puts
$9.92M
Net Calls
+$8.87M
Net Calls Change
-$4.71M
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
Eminence Capital
New York
$400M
Vanguard Group
2
Vanguard Group
Pennsylvania
$394M -$29.9M -403,635 -7%
BlackRock
3
BlackRock
New York
$324M -$37.1M -500,657 -10%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$214M -$7.03M -94,821 -3%
NCMU
5
NAYA Capital Management (UK)
United Kingdom
$181M -$4.36M -58,768 -2%
Diamond Hill Capital Management
6
Diamond Hill Capital Management
Ohio
$115M -$13.3M -179,735 -10%
CCM
7
Causeway Capital Management
California
$114M +$2.03M +27,325 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$114M +$4.05M +54,618 +4%
State Street
9
State Street
Massachusetts
$107M -$8.34M -112,542 -7%
MWNA
10
Marshall Wace North America
New York
$86.6M +$12.6M +169,882 +16%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$77.5M -$4.38M -59,138 -5%
WCM
12
Wedge Capital Management
North Carolina
$77.4M -$14.2M -191,288 -15%
ECP
13
Empyrean Capital Partners
California
$66.4M +$30.7M +414,439 +79%
UBS Group
14
UBS Group
Switzerland
$64.7M +$6.4M +86,336 +10%
Goldman Sachs
15
Goldman Sachs
New York
$63.2M -$9.37M -126,473 -12%
CCA
16
Cruiser Capital Advisors
Connecticut
$62.8M +$2.1M +28,339 +3%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$58.8M -$29.2M -393,734 -32%
Newport Trust Company
18
Newport Trust Company
District of Columbia
$57.7M -$3.16M -42,679 -5%
CLG
19
Cooperman Leon G
$56.9M +$2.22M +30,000 +4%
PAMU
20
Pictet Asset Management (UK)
United Kingdom
$54.8M +$483K +6,511 +0.8%
Citadel Advisors
21
Citadel Advisors
Florida
$53.9M +$38.4M +517,754 +214%
IAM
22
Iridian Asset Management
Connecticut
$48.4M +$50.5M +681,868 New
Macquarie Group
23
Macquarie Group
Australia
$46.1M +$489K +6,600 +1%
Invesco
24
Invesco
Georgia
$45.2M -$12.1M -163,660 -20%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$44.4M -$4.68M -63,197 -9%

ASH Hedge Fund Activity: Q3 2020 in Review

319 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q3 2020, worth a combined $3.93B — up 0.87% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ASH positions and 23 closed out — a net gain of 30 holders — while 75 added to existing stakes and 112 trimmed.

The largest buyer was Iridian Asset Management, opening a new position worth an estimated $50.5M. The largest seller was BlackRock, cutting an estimated $37.1M.

  • 319 institutional investors held Ashland (ASH) as of Q3 2020, up from 290 in Q2 2020.
  • Funds reported $3.93B of Ashland stock for Q3 2020, up 0.87% quarter-over-quarter.
  • 53 funds opened new Ashland positions in Q3 2020 and 23 closed out, a net change of +30 holders.
  • The largest Ashland buyer in Q3 2020 was Iridian Asset Management, an estimated $50.5M added.
  • The largest Ashland seller in Q3 2020 was BlackRock, an estimated $37.1M sold.

Based on aggregated 13F filings for Q3 2020.