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C.H. Robinson

618 hedge funds and large institutions have $13B invested in C.H. Robinson in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 204 increasing their positions, 216 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 42

141% more call options, than puts

Call options by funds: $279M | Put options by funds: $116M

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

23% more capital invested

Capital invested by funds: $10.5B → $13B (+$2.46B)

11% more funds holding

Funds holding: 557618 (+61)

1.1% more ownership

Funds ownership: 91.84%92.93% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 216

Holders
618
Holders Change
+61
Holders Change %
+10.95%
% of All Funds
9.51%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
109
Increased
204
Reduced
216
Closed
42
Calls
$279M
Puts
$116M
Net Calls
+$163M
Net Calls Change
+$48.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
526
Manchester Capital Management
Vermont
$25K +$291 +3 +1%
CA
527
CoreCap Advisors
Michigan
$25K +$22.8K +235 New
AssetMark Inc
528
AssetMark Inc
California
$22K
DWP
529
Destiny Wealth Partners
Florida
$22K
IHWM
530
Iron Horse Wealth Management
Iowa
$22K
TH
531
TCTC Holdings
Texas
$22K
NFG
532
Next Financial Group
Texas
$20K +$2.62K +27 +17%
LC
533
Lindbrook Capital
California
$20K +$5.44K +56 +42%
RFA
534
Reilly Financial Advisors
California
$20K +$17.9K +184 New
EI
535
Ellevest Inc
New York
$19K -$4.57K -47 -21%
PFBT
536
Parkside Financial Bank & Trust
Missouri
$19K +$583 +6 +4%
CFFP
537
Center for Financial Planning
Michigan
$16K
WT
538
Washington Trust
Rhode Island
$16K
TWA
539
TCI Wealth Advisors
Arizona
$16K +$14.5K +149 New
BWM
540
BerganKDV Wealth Management
Minnesota
$15K -$194 -2 -1%
CCC
541
Crescent Capital Consulting
Louisiana
$15K
EARNEST Partners
542
EARNEST Partners
Georgia
$14K
ODG
543
O'Dell Group
Ohio
$14K +$97 +1 +0.7%
NSIM
544
North Star Investment Management
Illinois
$14K +$7.38K +76 +152%
APA
545
American Portfolios Advisors
New York
$14K -$777 -8 -6%
EWM
546
Evermay Wealth Management
Virginia
$13K
PFGIA
547
Patriot Financial Group Insurance Agency
Massachusetts
$13K
SIAP
548
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$13K
MCM
549
MV Capital Management
Maryland
$13K +$1.55K +16 +16%
ETC
550
Exchange Traded Concepts
Oklahoma
$13K +$1.84K +19 +19%

CHRW Hedge Fund Activity: Q4 2021 in Review

618 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in C.H. Robinson (CHRW) for Q4 2021, worth a combined $13B — up 23% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new CHRW positions and 42 closed out — a net gain of 67 holders — while 204 added to existing stakes and 216 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $52.1M. The largest seller was Marathon Asset Management (UK), cutting an estimated $103M.

  • 618 institutional investors held C.H. Robinson (CHRW) as of Q4 2021, up from 557 in Q3 2021.
  • Funds reported $13B of C.H. Robinson stock for Q4 2021, up 23% quarter-over-quarter.
  • 109 funds opened new C.H. Robinson positions in Q4 2021 and 42 closed out, a net change of +67 holders.
  • The largest C.H. Robinson buyer in Q4 2021 was Marshall Wace, an estimated $52.1M added.
  • The largest C.H. Robinson seller in Q4 2021 was Marathon Asset Management (UK), an estimated $103M sold.

Based on aggregated 13F filings for Q4 2021.