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Chubb
CB

Overview Fund Activity

1,197 hedge funds and large institutions have $62.5B invested in Chubb in 2021 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 443 increasing their positions, 419 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,197
Holders Change
+38
Holders Change %
+3.28%
% of All Funds
21.08%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.37%
New
138
Increased
443
Reduced
419
Closed
84
Calls
$146M
Puts
$108M
Net Calls
+$37.8M
Net Calls Change
-$35.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$437M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$233M
3
CCM
Cullen Capital Management
New York
+$137M
4
Deutsche Bank
Deutsche Bank
Germany
+$135M
5
Truist Financial
Truist Financial
North Carolina
+$133M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$567M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$316M
3
Stifel Financial
Stifel Financial
Missouri
-$191M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$184M
5
American Century Companies
American Century Companies
Missouri
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
1151
Resolute Advisors
California
$11K +$11K +98 New
CAL
1152
Capital Analysts LLC
Pennsylvania
$10K – – –
CIA
1153
CSat Investment Advisory
Michigan
$10K +$1.13K +7 +13%
MHR
1154
Matthew Hamilton Rosenberg
$9K – – –
WWM
1155
Wolff Wiese Magana
California
$9K – – –
CA
1156
Crewe Advisors
Utah
$8K – – –
COCM
1157
Charter Oak Capital Management
New Hampshire
$8K – – –
OAJ
1158
Ogorek Anthony Joseph
New York
$7K – – –
NIC
1159
Northwest Investment Counselors
Oregon
$7K +$7K +43 New
TJHA
1160
Thomas J. Herzfeld Advisors
Florida
$6K – – –
MLFP
1161
MPS Loria Financial Planners
Illinois
$6K – – –
CCM
1162
Cribstone Capital Management
Maine
$6K – – –
CMA
1163
Cedar Mountain Advisors
Oregon
$6K – – –
IAS
1164
IMA Advisory Services
Colorado
$6K – – –
FCA
1165
FinTrust Capital Advisors
South Carolina
$5K -$9.71K -66 -66%
Kayne Anderson Rudnick Investment Management
1166
Kayne Anderson Rudnick Investment Management
California
$5K -$1.83K -11 -27%
EWA
1167
Evolution Wealth Advisors
Florida
$5K – – –
MWM
1168
Mascoma Wealth Management
New Hampshire
$5K +$5K +29 New
HF
1169
Halpern Financial
Virginia
$4.74K +$4.74K +30 New
KFS
1170
Kelly Financial Services
Massachusetts
$4.42K – – –
TI
1171
Truehand Inc
New Hampshire
$4K – – –
IFAM
1172
Institutional & Family Asset Management
Colorado
$4K – – –
KFI
1173
Key Financial Inc
Pennsylvania
$4K – – –
SN
1174
Sittner & Nelson
Oregon
$4K +$4K +28 New
SIS
1175
Sound Income Strategies
Florida
$3.63K +$948 +6 +35%
45 46
47
48 49