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Freedom Holding

58 hedge funds and large institutions have $65.1M invested in Freedom Holding in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

16% more funds holding

Funds holding: 5058 (+8)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

1% more capital invested

Capital invested by funds: $64.4M → $65.1M (+$700K)

0.15% less ownership

Funds ownership: 1.51%1.35% (-0.15%)

53% less call options, than puts

Call options by funds: $2.55M | Put options by funds: $5.48M

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
18
Reduced
17
Closed
6
Calls
$2.55M
Puts
$5.48M
Net Calls
-$2.92M
Net Calls Change
-$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$12.6M +$347K +4,419 +3%
BlackRock
2
BlackRock
New York
$7.51M -$1.27M -16,217 -15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.54M -$515K -6,545 -10%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.47M +$16.4K +209 +0.4%
Swiss National Bank
5
Swiss National Bank
Switzerland
$3.14M +$31.4K +400 +1%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$3.08M -$1.33M -16,866 -31%
Northern Trust
7
Northern Trust
Illinois
$2.93M +$573K +7,287 +25%
Goldman Sachs
8
Goldman Sachs
New York
$2.9M +$1.42M +18,105 +102%
State Street
9
State Street
Massachusetts
$2.49M -$28.7K -365 -1%
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$2.35M +$297K +3,772 +15%
CS
11
Credit Suisse
Switzerland
$2.33M +$979K +12,451 +76%
Two Sigma Investments
12
Two Sigma Investments
New York
$1.41M +$371K +4,722 +37%
California State Teachers Retirement System (CalSTRS)
13
California State Teachers Retirement System (CalSTRS)
California
$1.27M +$2.04K +26 +0.2%
QC
14
Quadrature Capital
United Kingdom
$1.17M -$3.39M -43,099 -75%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$1.11M -$111K -1,414 -9%
Legal & General Group
16
Legal & General Group
United Kingdom
$1.09M +$77.5K +986 +8%
JP Morgan Chase
17
JP Morgan Chase
New York
$999K +$147K +1,865 +18%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$774K -$215K -2,741 -22%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$706K +$687K +8,739 New
UBS AM
20
UBS AM
Illinois
$676K
Lazard Asset Management
21
Lazard Asset Management
New York
$652K +$634K +8,069 New
Millennium Management
22
Millennium Management
New York
$647K -$223K -2,835 -26%
Marshall Wace
23
Marshall Wace
United Kingdom
$624K +$607K +7,723 New
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$623K
Bank of New York Mellon
25
Bank of New York Mellon
New York
$587K +$183K +2,331 +47%

FRHC Hedge Fund Activity: Q2 2023 in Review

58 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Freedom Holding (FRHC) for Q2 2023, worth a combined $65.1M — up 1.1% from $64.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FRHC positions and 6 closed out — a net gain of 8 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.42M. The largest seller was Quadrature Capital, cutting an estimated $3.39M.

  • 58 institutional investors held Freedom Holding (FRHC) as of Q2 2023, up from 50 in Q1 2023.
  • Funds reported $65.1M of Freedom Holding stock for Q2 2023, up 1.1% quarter-over-quarter.
  • 14 funds opened new Freedom Holding positions in Q2 2023 and 6 closed out, a net change of +8 holders.
  • The largest Freedom Holding buyer in Q2 2023 was Goldman Sachs, an estimated $1.42M added.
  • The largest Freedom Holding seller in Q2 2023 was Quadrature Capital, an estimated $3.39M sold.

Based on aggregated 13F filings for Q2 2023.