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331 hedge funds and large institutions have $5.22B invested in Ashland in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $9.94M

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

16% more capital invested

Capital invested by funds: $4.51B → $5.22B (+$708M)

2.96% more ownership

Funds ownership: 94.23%97.19% (+3%)

2% more funds holding

Funds holding: 325331 (+6)

6% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 107

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
331
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
5.81%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
47
Increased
101
Reduced
107
Closed
39
Calls
$13.7M
Puts
$9.94M
Net Calls
+$3.76M
Net Calls Change
-$6.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$513M +$7.5M +86,941 +2%
BlackRock
2
BlackRock
New York
$424M +$9.93M +115,094 +2%
EC
3
Eminence Capital
New York
$358M
Neuberger Berman Group
4
Neuberger Berman Group
New York
$255M -$10.3M -119,730 -4%
NCMU
5
NAYA Capital Management (UK)
United Kingdom
$231M -$2.42M -28,014 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$153M +$2.9M +33,593 +2%
Franklin Resources
7
Franklin Resources
California
$135M +$131M +1,515,276 +34,682%
State Street
8
State Street
Massachusetts
$135M +$876K +10,155 +0.7%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$131M -$7.18M -83,260 -5%
CCM
10
Causeway Capital Management
California
$123M +$3.21M +37,176 +3%
CVA
11
Ceredex Value Advisors
Florida
$122M +$1.91M +22,175 +2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$117M +$13.3M +153,847 +13%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$106M +$70.1M +812,760 +212%
Millennium Management
14
Millennium Management
New York
$96.3M -$6.31M -73,149 -6%
Goldman Sachs
15
Goldman Sachs
New York
$91.6M +$22.1M +255,814 +33%
ECP
16
Empyrean Capital Partners
California
$87.2M
UBS Group
17
UBS Group
Switzerland
$84.6M +$3.45M +40,029 +4%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$83.4M +$4.39M +50,889 +6%
CLG
19
Cooperman Leon G
$71.2M
CCMLC
20
Cardinal Capital Management LLC (Connecticut)
Connecticut
$69.4M +$14.6M +169,185 +28%
IAM
21
Iridian Asset Management
Connecticut
$68M +$28M +324,571 +73%
Macquarie Group
22
Macquarie Group
Australia
$65.4M -$670K -7,764 -1%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$65.1M -$6.78M -78,567 -10%
Newport Trust Company
24
Newport Trust Company
District of Columbia
$64.8M -$3.38M -39,140 -5%
SC
25
Samlyn Capital
New York
$59.8M -$9.48M -109,901 -14%

ASH Hedge Fund Activity: Q1 2021 in Review

331 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q1 2021, worth a combined $5.22B — up 16% from $4.51B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ASH positions and 39 closed out — a net gain of 8 holders — while 101 added to existing stakes and 107 trimmed.

The largest buyer was Franklin Resources, adding an estimated $131M. The largest seller was Marshall Wace North America, cutting an estimated $101M.

  • 331 institutional investors held Ashland (ASH) as of Q1 2021, up from 325 in Q4 2020.
  • Funds reported $5.22B of Ashland stock for Q1 2021, up 16% quarter-over-quarter.
  • 47 funds opened new Ashland positions in Q1 2021 and 39 closed out, a net change of +8 holders.
  • The largest Ashland buyer in Q1 2021 was Franklin Resources, an estimated $131M added.
  • The largest Ashland seller in Q1 2021 was Marshall Wace North America, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2021.