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Chubb
CB

Overview Fund Activity

1,314 hedge funds and large institutions have $72.6B invested in Chubb in 2021 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 456 increasing their positions, 432 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,314
Holders Change
+115
Holders Change %
+9.59%
% of All Funds
20.29%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.34%
New
212
Increased
456
Reduced
432
Closed
75
Calls
$167M
Puts
$192M
Net Calls
-$25.7M
Net Calls Change
-$36.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$530M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$156M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$130M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$126M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$82.4M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$353M
2
Capital International Investors
Capital International Investors
California
-$272M
3
American Century Companies
American Century Companies
Missouri
-$221M
4
DZ Bank
DZ Bank
Germany
-$193M
5
Goldman Sachs
Goldman Sachs
New York
-$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPWM
1226
FSB Premier Wealth Management
Iowa
$24K +$24K +127 New
Loomis, Sayles & Company
1227
Loomis, Sayles & Company
Massachusetts
$23K -$3.07K -16 -12%
TFO
1228
Tarbox Family Office
California
$23K -$190 -1 -0.8%
CMBA
1229
C.M. Bidwell & Associates
Hawaii
$23K – – –
TCM
1230
Tradewinds Capital Management
Washington
$23K – – –
BWL
1231
Bogart Wealth LLC
Virginia
$23K – – –
CYG
1232
Clean Yield Group
Vermont
$23K – – –
AA
1233
Addison Advisors
Vermont
$23K +$23K +119 New
DWA
1234
Delos Wealth Advisors
Texas
$23K +$23K +120 New
RPCONE
1235
Retirement Planning Company of New England
Rhode Island
$23K +$23K +123 New
MHR
1236
Matthew Hamilton Rosenberg
$22K – – –
AWM
1237
Atticus Wealth Management
Florida
$22K +$22K +113 New
BIA
1238
Bell Investment Advisors
California
$21K -$2.86K -15 -12%
VIMU
1239
Veritas Investment Management (UK)
United Kingdom
$21K – – –
SWM
1240
Sugarloaf Wealth Management
Georgia
$21K – – –
BAM
1241
Byrne Asset Management
New Jersey
$21K +$21K +110 New
LWANC
1242
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K – – –
FP
1243
Financial Perspectives
Minnesota
$18.2K – – –
ETC
1244
Exchange Traded Concepts
Oklahoma
$18K – – –
PMFA
1245
Plante Moran Financial Advisors
Michigan
$18K +$12.7K +65 +241%
CCM
1246
Copeland Capital Management
Pennsylvania
$17K – – –
TFM
1247
TFC Financial Management
Massachusetts
$17K – – –
GLLW
1248
Graves Light Lenhart Wealth
Virginia
$17K +$17K +89 New
WWM
1249
Wagner Wealth Management
South Carolina
$16K +$5.46K +28 +52%
AIP
1250
Ahrens Investment Partners
Louisiana
$16K +$16K +81 New
48 49
50
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