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325 hedge funds and large institutions have $4.51B invested in Ashland in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 106 increasing their positions, 108 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $8.78M

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

15% more capital invested

Capital invested by funds: $3.93B → $4.51B (+$587M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2% more funds holding

Funds holding: 319325 (+6)

1.45% more ownership

Funds ownership: 92.78%94.23% (+1.5%)

2% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 108

Holders
325
Holders Change
+6
Holders Change %
+1.88%
% of All Funds
5.75%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
45
Increased
106
Reduced
108
Closed
37
Calls
$18.8M
Puts
$8.78M
Net Calls
+$9.97M
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$451M +$9.9M +131,066 +2%
BlackRock
2
BlackRock
New York
$369M +$7.02M +92,933 +2%
EC
3
Eminence Capital
New York
$320M -$121M -1,600,000 -28%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$237M -$2.33M -30,845 -1%
NCMU
5
NAYA Capital Management (UK)
United Kingdom
$208M +$6.28M +83,158 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$134M +$6.47M +85,606 +5%
Diamond Hill Capital Management
7
Diamond Hill Capital Management
Ohio
$123M -$4.89M -64,759 -4%
State Street
8
State Street
Massachusetts
$119M -$195K -2,575 -0.2%
CCM
9
Causeway Capital Management
California
$107M -$19.9M -262,881 -16%
CVA
10
Ceredex Value Advisors
Florida
$107M +$76.2M +1,008,443 +296%
MWNA
11
Marshall Wace North America
New York
$103M +$5.65M +74,704 +6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$92.3M +$5.45M +72,170 +7%
Millennium Management
13
Millennium Management
New York
$91.7M +$31.7M +420,043 +57%
ECP
14
Empyrean Capital Partners
California
$77.8M +$3.52M +46,600 +5%
WCM
15
Wedge Capital Management
North Carolina
$74.7M -$11.1M -147,446 -14%
UBS Group
16
UBS Group
Switzerland
$72.3M +$44.8K +593 +0.1%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$70.4M +$4.53M +60,008 +7%
PAMU
18
Pictet Asset Management (UK)
United Kingdom
$64.3M +$2.99M +39,625 +5%
CLG
19
Cooperman Leon G
$63.5M
SC
20
Samlyn Capital
New York
$62M +$14.4M +190,205 +32%
Goldman Sachs
21
Goldman Sachs
New York
$61.5M -$8.62M -114,080 -13%
Newport Trust Company
22
Newport Trust Company
District of Columbia
$61M -$3.34M -44,220 -5%
Macquarie Group
23
Macquarie Group
Australia
$58.9M +$7.16M +94,714 +15%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$50.3M +$3.38M +44,683 +8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$49.2M -$296K -3,919 -0.6%

ASH Hedge Fund Activity: Q4 2020 in Review

325 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q4 2020, worth a combined $4.51B — up 15% from $3.93B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new ASH positions and 37 closed out — a net gain of 8 holders — while 106 added to existing stakes and 108 trimmed.

The largest buyer was Ceredex Value Advisors, adding an estimated $76.2M. The largest seller was Eminence Capital, cutting an estimated $121M.

  • 325 institutional investors held Ashland (ASH) as of Q4 2020, up from 319 in Q3 2020.
  • Funds reported $4.51B of Ashland stock for Q4 2020, up 15% quarter-over-quarter.
  • 45 funds opened new Ashland positions in Q4 2020 and 37 closed out, a net change of +8 holders.
  • The largest Ashland buyer in Q4 2020 was Ceredex Value Advisors, an estimated $76.2M added.
  • The largest Ashland seller in Q4 2020 was Eminence Capital, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2020.