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Graham Holdings Company

209 hedge funds and large institutions have $1.88B invested in Graham Holdings Company in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 74 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 61

0.01% more ownership

Funds ownership: 84.09%84.11% (+0.01%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

2% less capital invested

Capital invested by funds: $1.91B → $1.88B (-$34.9M)

1% less funds holding

Funds holding: 212209 (-3)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
209
Holders Change
-3
Holders Change %
-1.42%
% of All Funds
5.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
18
Increased
74
Reduced
61
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Southeastern Asset Management
Tennessee
$380M +$40.2M +80,144 +11%
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$158M +$10.4M +20,785 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$154M +$1M +1,997 +0.6%
Capital Research Global Investors
4
Capital Research Global Investors
California
$143M -$20.3M -40,381 -12%
BFA
5
BlackRock Fund Advisors
California
$79M +$8.39M +16,733 +11%
FMI
6
Fiduciary Management Inc
Wisconsin
$71.6M -$1.79M -3,576 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$69M +$5.53M +11,030 +8%
BIT
8
BlackRock Institutional Trust
California
$63M +$2.02M +4,028 +3%
State Street
9
State Street
Massachusetts
$55.7M +$3.56M +7,101 +7%
Berkshire Hathaway
10
Berkshire Hathaway
Nebraska
$51.8M
AQR Capital Management
11
AQR Capital Management
Connecticut
$42.1M -$6.35M -12,651 -13%
WCM
12
Wallace Capital Management
Texas
$39.6M -$10.9M -21,637 -21%
Franklin Resources
13
Franklin Resources
California
$38.5M
Norges Bank
14
Norges Bank
Norway
$35.6M +$99.3K +198 +0.3%
Fidelity International
15
Fidelity International
Bermuda
$35.6M -$2.43M -4,849 -6%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$32.8M +$9.76M +19,448 +40%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$28M +$1.86M +3,707 +7%
Renaissance Technologies
18
Renaissance Technologies
New York
$22.8M -$2.76M -5,498 -10%
Northern Trust
19
Northern Trust
Illinois
$19.7M +$1.42M +2,832 +7%
NM
20
Newtyn Management
New York
$18.5M -$5.91M -11,775 -23%
JP Morgan Chase
21
JP Morgan Chase
New York
$16.5M -$676K -1,348 -4%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$14.4M +$732K +1,459 +5%
SEI Investments
23
SEI Investments
Pennsylvania
$14.3M +$2.01K +4 +0%
Goldman Sachs
24
Goldman Sachs
New York
$12.6M +$2.48M +4,948 +23%
AI
25
Ariel Investments
Illinois
$11.7M -$3.01K -6 -0%

GHC Hedge Fund Activity: Q3 2016 in Review

209 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Graham Holdings Company (GHC) for Q3 2016, worth a combined $1.88B — down 1.8% from $1.91B a quarter earlier.

Fund positioning in GHC was balanced in Q3 2016: 18 funds opened new positions, 18 closed out, 74 added to existing stakes and 61 trimmed.

The largest buyer was Southeastern Asset Management, adding an estimated $40.2M. The largest seller was Capital Research Global Investors, cutting an estimated $20.3M.

  • 209 institutional investors held Graham Holdings Company (GHC) as of Q3 2016, down from 212 in Q2 2016.
  • Funds reported $1.88B of Graham Holdings Company stock for Q3 2016, down 1.8% quarter-over-quarter.
  • 18 funds opened new Graham Holdings Company positions in Q3 2016 and 18 closed out, a net change of 0 holders.
  • The largest Graham Holdings Company buyer in Q3 2016 was Southeastern Asset Management, an estimated $40.2M added.
  • The largest Graham Holdings Company seller in Q3 2016 was Capital Research Global Investors, an estimated $20.3M sold.

Based on aggregated 13F filings for Q3 2016.