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C.H. Robinson

572 hedge funds and large institutions have $11.8B invested in C.H. Robinson in 2020 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 172 increasing their positions, 226 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $319M | Put options by funds: $145M

22% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 67

2% more funds holding

Funds holding: 562572 (+10)

2.49% less ownership

Funds ownership: 94.92%92.43% (-2.5%)

10% less capital invested

Capital invested by funds: $13.1B → $11.8B (-$1.27B)

24% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 226

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
572
Holders Change
+10
Holders Change %
+1.78%
% of All Funds
10.12%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
82
Increased
172
Reduced
226
Closed
67
Calls
$319M
Puts
$145M
Net Calls
+$174M
Net Calls Change
-$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.55B -$38.8M -406,274 -2%
BlackRock
2
BlackRock
New York
$1.5B +$7.33M +76,830 +0.5%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$991M -$4.34M -45,506 -0.4%
State Street
4
State Street
Massachusetts
$782M -$38.6M -404,608 -5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$287M +$1.01M +10,584 +0.3%
Bank of America
6
Bank of America
North Carolina
$275M -$44.5M -466,815 -14%
Invesco
7
Invesco
Georgia
$247M -$3.94M -41,287 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$243M +$4.52M +47,372 +2%
Citadel Advisors
9
Citadel Advisors
Florida
$201M +$95.9M +1,004,910 +88%
Northern Trust
10
Northern Trust
Illinois
$175M -$17.5M -183,593 -9%
Parnassus Investments
11
Parnassus Investments
California
$159M -$15.5M -162,982 -9%
Wells Fargo
12
Wells Fargo
California
$137M +$31.5M +330,356 +29%
AQR Capital Management
13
AQR Capital Management
Connecticut
$135M -$5.68M -59,547 -4%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$129M +$1.55M +16,240 +1%
Norges Bank
15
Norges Bank
Norway
$125M -$3.43M -35,995 -3%
MPI
16
Mairs & Power Inc
Minnesota
$121M -$2.96M -31,056 -2%
UBS AM
17
UBS AM
Illinois
$113M -$3.84M -40,242 -3%
Millennium Management
18
Millennium Management
New York
$110M +$110M +1,156,358 +9,687%
ACH
19
ArrowMark Colorado Holdings
Colorado
$108M +$38.3M +401,611 +53%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$107M -$1.06M -11,084 -1%
Legal & General Group
21
Legal & General Group
United Kingdom
$106M +$9.33M +97,791 +10%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$103M -$26.5M -278,054 -20%
MAMU
23
Marathon Asset Management (UK)
United Kingdom
$103M -$3.87M -40,541 -4%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$102M -$2.95M -30,918 -3%
CCP
25
Clarkston Capital Partners
Michigan
$102M -$1.56M -16,314 -1%

CHRW Hedge Fund Activity: Q4 2020 in Review

572 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in C.H. Robinson (CHRW) for Q4 2020, worth a combined $11.8B — down 9.7% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new CHRW positions and 67 closed out — a net gain of 15 holders — while 172 added to existing stakes and 226 trimmed.

The largest buyer was Millennium Management, adding an estimated $110M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $431M sold.

  • 572 institutional investors held C.H. Robinson (CHRW) as of Q4 2020, up from 562 in Q3 2020.
  • Funds reported $11.8B of C.H. Robinson stock for Q4 2020, down 9.7% quarter-over-quarter.
  • 82 funds opened new C.H. Robinson positions in Q4 2020 and 67 closed out, a net change of +15 holders.
  • The largest C.H. Robinson buyer in Q4 2020 was Millennium Management, an estimated $110M added.
  • The largest C.H. Robinson seller in Q4 2020 was ClearBridge Investments, an estimated $431M sold.

Based on aggregated 13F filings for Q4 2020.