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Graham Holdings Company

234 hedge funds and large institutions have $2.6B invested in Graham Holdings Company in 2014 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 87 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

34.76% more ownership

Funds ownership: 98.35%133.11% (+35%)

2% less capital invested

Capital invested by funds: $2.66B → $2.6B (-$59.3M)

11% less funds holding

Funds holding: 263234 (-29)

16% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 87

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

54% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 50

Holders
234
Holders Change
-29
Holders Change %
-11.03%
% of All Funds
6.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
23
Increased
73
Reduced
87
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Southeastern Asset Management
Tennessee
$488M +$68M +158,067 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$174M -$52.8M -122,867 -23%
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$145M +$24.4M +56,728 +20%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$98M -$2.3M -5,343 -2%
BFA
5
BlackRock Fund Advisors
California
$83.7M +$46.1M +107,274 +118%
BIT
6
BlackRock Institutional Trust
California
$78.8M -$1.98M -4,598 -2%
IVA
7
International Value Advisers
$77.1M +$57.7M +134,113 +278%
Berkshire Hathaway
8
Berkshire Hathaway
Nebraska
$75.3M
State Street
9
State Street
Massachusetts
$73.6M -$29.9M -69,628 -29%
JP Morgan Chase
10
JP Morgan Chase
New York
$70.5M -$3.41M -7,940 -5%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$58M -$41.4M -96,204 -41%
WCM
12
Wallace Capital Management
Texas
$56.2M +$4.15M +9,657 +8%
Franklin Resources
13
Franklin Resources
California
$56M
FMI
14
Fiduciary Management Inc
Wisconsin
$48.2M +$49M +114,016 New
GRQ
15
Gardner Russo & Quinn
Pennsylvania
$46.3M -$1.51M -3,515 -3%
SCA
16
Southpoint Capital Advisors
New York
$45.6M -$4.82M -11,213 -9%
WG
17
Winton Group
United Kingdom
$42.3M -$5.11M -11,885 -11%
AI
18
Ariel Investments
Illinois
$35.9M -$2.25M -5,223 -6%
AQR Capital Management
19
AQR Capital Management
Connecticut
$33.8M +$925K +2,152 +3%
Fidelity International
20
Fidelity International
Bermuda
$33.3M -$8.21M -19,083 -19%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$33M +$454K +1,056 +1%
Northern Trust
22
Northern Trust
Illinois
$31.9M -$9.24M -21,490 -22%
Ninety One (UK)
23
Ninety One (UK)
United Kingdom
$31.1M +$577K +1,341 +2%
Norges Bank
24
Norges Bank
Norway
$30M -$30.5M -71,046 -50%
Morgan Stanley
25
Morgan Stanley
New York
$29.1M +$20.9M +48,647 +240%

GHC Hedge Fund Activity: Q3 2014 in Review

234 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Graham Holdings Company (GHC) for Q3 2014, worth a combined $2.6B — down 2.2% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of GHC and 23 opened new positions — a net loss of 27 holders — while 87 trimmed existing stakes and 73 added.

The largest buyer was Southeastern Asset Management, adding an estimated $68M. The largest seller was Vanguard Group, cutting an estimated $52.8M.

  • 234 institutional investors held Graham Holdings Company (GHC) as of Q3 2014, down from 263 in Q2 2014.
  • Funds reported $2.6B of Graham Holdings Company stock for Q3 2014, down 2.2% quarter-over-quarter.
  • 23 funds opened new Graham Holdings Company positions in Q3 2014 and 50 closed out, a net change of -27 holders.
  • The largest Graham Holdings Company buyer in Q3 2014 was Southeastern Asset Management, an estimated $68M added.
  • The largest Graham Holdings Company seller in Q3 2014 was Vanguard Group, an estimated $52.8M sold.

Based on aggregated 13F filings for Q3 2014.