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Clean Harbors

273 hedge funds and large institutions have $3.73B invested in Clean Harbors in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 76 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 21

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

97% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $6.48M

26% more capital invested

Capital invested by funds: $2.96B → $3.73B (+$777M)

11% more funds holding

Funds holding: 245273 (+28)

1.74% less ownership

Funds ownership: 94.78%93.04% (-1.7%)

30% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 109

Holders
273
Holders Change
+28
Holders Change %
+11.43%
% of All Funds
6.24%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
55
Increased
76
Reduced
109
Closed
21
Calls
$12.7M
Puts
$6.48M
Net Calls
+$6.26M
Net Calls Change
-$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$465M +$19.5M +305,938 +5%
BlackRock
2
BlackRock
New York
$363M +$49.8M +782,473 +18%
Vanguard Group
3
Vanguard Group
Pennsylvania
$322M +$7.2M +113,188 +3%
ACH
4
ArrowMark Colorado Holdings
Colorado
$216M -$43.6M -684,775 -18%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$144M +$1.7M +26,729 +1%
SAM
6
Southernsun Asset Management
Tennessee
$123M -$107M -1,688,105 -50%
State Street
7
State Street
Massachusetts
$108M -$4.18M -65,648 -4%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$105M -$22.6M -355,089 -19%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$102M -$40.9M -643,410 -31%
Renaissance Technologies
10
Renaissance Technologies
New York
$99.4M +$4.31M +67,800 +5%
CRM
11
Cramer Rosenthal McGlynn
Connecticut
$96.4M -$11.3M -177,971 -12%
SCM
12
Snyder Capital Management
California
$81.7M +$653K +10,268 +0.9%
TCM
13
TimesSquare Capital Management
New York
$77.1M -$46.1M -724,130 -40%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$61M -$131K -2,061 -0.2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$60M -$5.55M -87,267 -9%
Federated Hermes
16
Federated Hermes
Pennsylvania
$59.9M +$51.9M +815,730 +3,781%
Impax Asset Management Group
17
Impax Asset Management Group
United Kingdom
$47.5M +$42.8M +672,879 New
Victory Capital Management
18
Victory Capital Management
Texas
$45.6M +$40.5M +637,355 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$45.4M -$1.19M -18,663 -3%
MAMU
20
Marathon Asset Management (UK)
United Kingdom
$43M -$923K -14,514 -2%
CS
21
Credit Suisse
Switzerland
$41.6M +$1.77M +27,845 +5%
Goldman Sachs
22
Goldman Sachs
New York
$40.3M -$4.7M -73,879 -12%
HRCM
23
Hood River Capital Management
Florida
$38.6M +$12.2M +192,267 +55%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$37.2M -$1.13M -17,701 -3%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$34.2M +$1.1M +17,320 +4%

CLH Hedge Fund Activity: Q3 2018 in Review

273 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Clean Harbors (CLH) for Q3 2018, worth a combined $3.73B — up 26% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CLH positions and 21 closed out — a net gain of 34 holders — while 76 added to existing stakes and 109 trimmed.

The largest buyer was Federated Hermes, adding an estimated $51.9M. The largest seller was Southernsun Asset Management, cutting an estimated $107M.

  • 273 institutional investors held Clean Harbors (CLH) as of Q3 2018, up from 245 in Q2 2018.
  • Funds reported $3.73B of Clean Harbors stock for Q3 2018, up 26% quarter-over-quarter.
  • 55 funds opened new Clean Harbors positions in Q3 2018 and 21 closed out, a net change of +34 holders.
  • The largest Clean Harbors buyer in Q3 2018 was Federated Hermes, an estimated $51.9M added.
  • The largest Clean Harbors seller in Q3 2018 was Southernsun Asset Management, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2018.