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Chubb
CB

Overview Fund Activity

1,068 hedge funds and large institutions have $54.7B invested in Chubb in 2018 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 362 increasing their positions, 421 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+18
Holders Change %
+1.71%
% of All Funds
24.46%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.39%
New
92
Increased
362
Reduced
421
Closed
66
Calls
$110M
Puts
$97.4M
Net Calls
+$12.1M
Net Calls Change
-$3.21M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.13B
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$567M
3
FMI
Fiduciary Management Inc
Wisconsin
+$472M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$227M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$134M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$810M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$303M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$217M
4
Renaissance Technologies
Renaissance Technologies
New York
-$123M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$76.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHIA
776
Birch Hill Investment Advisors
Massachusetts
$356K +$356K +2,664 New
PCM
777
Pointe Capital Management
Michigan
$355K – – –
Carson Wealth (CWM LLC)
778
Carson Wealth (CWM LLC)
Nebraska
$354K +$266K +1,990 +301%
FHA
779
Flagship Harbor Advisors
Massachusetts
$353K -$11.3K -85 -3%
MCM
780
MV Capital Management
Maryland
$352K -$267 -2 -0.1%
LP
781
LMR Partners
United Kingdom
$351K +$351K +2,630 New
Kovitz Investment Group Partners
782
Kovitz Investment Group Partners
Illinois
$350K +$350K +2,616 New
RE
783
RBC Europe
United Kingdom
$350K – – –
WOC
784
West Oak Capital
California
$349K – – –
BCM
785
Becker Capital Management
Oregon
$345K – – –
AHB
786
Abner Herrman & Brock
New Jersey
$345K – – –
ACI
787
Alpha Cubed Investments
California
$339K -$306K -2,388 -47%
BHWM
788
Bar Harbor Wealth Management
New Hampshire
$336K – – –
YMRC
789
Yorktown Management & Research Company
Virginia
$334K – – –
CA
790
Cetera Advisors
Colorado
$334K +$91.3K +688 +38%
HSA
791
HBK Sorce Advisory
Pennsylvania
$330K +$13.8K +103 +4%
BWM
792
BerganKDV Wealth Management
Minnesota
$330K +$29.9K +224 +10%
SSB
793
Sandy Spring Bank
Maryland
$327K -$13.2K -99 -4%
VFA
794
Valeo Financial Advisors
Indiana
$324K -$68.8K -550 -18%
CCMD
795
Cypress Capital Management (Delaware)
Delaware
$323K – – –
SCA
796
Snowden Capital Advisors
New York
$323K +$323K +2,414 New
GAMA
797
Graticule Asia Macro Advisors
New York
$321K +$321K +2,400 New
DP
798
Dearborn Partners
Illinois
$321K +$321K +2,405 New
SS
799
Simplicity Solutions
Minnesota
$315K +$27.5K +206 +10%
LC
800
Lourd Capital
California
$314K +$314K +2,346 New
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