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Graham Holdings Company

258 hedge funds and large institutions have $1.78B invested in Graham Holdings Company in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.66B → $1.78B (+$122M)

3.88% more ownership

Funds ownership: 77.86%81.74% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less funds holding

Funds holding: 271258 (-13)

30% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 104

30% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 33

Holders
258
Holders Change
-13
Holders Change %
-4.8%
% of All Funds
4.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
73
Reduced
104
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$273M -$4.94M -7,956 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$222M +$3.92M +6,310 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$177M +$1.93M +3,101 +1%
MAP
4
Madison Avenue Partners
New York
$119M
WCM
5
Wallace Capital Management
Texas
$101M -$743K -1,195 -0.7%
State Street
6
State Street
Massachusetts
$79.3M +$829K +1,334 +1%
SAM
7
Southeastern Asset Management
Tennessee
$67.9M -$1.06M -1,698 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$43.1M +$1.49M +2,402 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$40.2M -$282K -454 -0.7%
Charles Schwab
10
Charles Schwab
California
$32.6M +$37.3K +60 +0.1%
Goldman Sachs
11
Goldman Sachs
New York
$31.8M -$2.31M -3,710 -6%
Invesco
12
Invesco
Georgia
$28M +$1.31M +2,112 +5%
Northern Trust
13
Northern Trust
Illinois
$27.9M -$343K -552 -1%
Select Equity Group
14
Select Equity Group
New York
$24.8M +$25.8M +41,566 New
Norges Bank
15
Norges Bank
Norway
$20.1M -$3.03M -4,869 -13%
TSW
16
Thompson Siegel & Walmsley
Virginia
$20M -$585K -941 -3%
AQR Capital Management
17
AQR Capital Management
Connecticut
$16.8M +$1.3M +2,089 +8%
Morgan Stanley
18
Morgan Stanley
New York
$16.3M -$2.43M -3,913 -12%
SCP
19
Seizert Capital Partners
Michigan
$16.2M -$2.35M -3,785 -12%
JP Morgan Chase
20
JP Morgan Chase
New York
$15.4M +$6.43M +10,351 +67%
Capital Research Global Investors
21
Capital Research Global Investors
California
$14.9M -$12.4M -20,000 -44%
BCM
22
Bronte Capital Management
Australia
$14.3M -$1.42M -2,283 -9%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$13.9M -$3.76M -6,042 -21%
LCOV
24
London Company of Virginia
Virginia
$13.7M -$190K -305 -1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$13M +$13.7K +22 +0.1%

GHC Hedge Fund Activity: Q1 2023 in Review

258 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Graham Holdings Company (GHC) for Q1 2023, worth a combined $1.78B — up 7.4% from $1.66B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of GHC and 23 opened new positions — a net loss of 10 holders — while 104 trimmed existing stakes and 73 added.

The largest buyer was Envestnet Asset Management, adding an estimated $137M. The largest seller was Capital Research Global Investors, cutting an estimated $12.4M.

  • 258 institutional investors held Graham Holdings Company (GHC) as of Q1 2023, down from 271 in Q4 2022.
  • Funds reported $1.78B of Graham Holdings Company stock for Q1 2023, up 7.4% quarter-over-quarter.
  • 23 funds opened new Graham Holdings Company positions in Q1 2023 and 33 closed out, a net change of -10 holders.
  • The largest Graham Holdings Company buyer in Q1 2023 was Envestnet Asset Management, an estimated $137M added.
  • The largest Graham Holdings Company seller in Q1 2023 was Capital Research Global Investors, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2023.