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Graham Holdings Company

245 hedge funds and large institutions have $1.96B invested in Graham Holdings Company in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

20% more capital invested

Capital invested by funds: $1.64B → $1.96B (+$325M)

2.56% more ownership

Funds ownership: 76.22%78.78% (+2.6%)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% less funds holding

Funds holding: 247245 (-2)

39% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 98

Holders
245
Holders Change
-2
Holders Change %
-0.81%
% of All Funds
3.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
60
Reduced
98
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$323M +$13.1M +21,116 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$244M -$2.18M -3,499 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$205M -$31.7K -51 -0%
MAP
4
Madison Avenue Partners
New York
$146M
WCM
5
Wallace Capital Management
Texas
$121M -$1.25M -2,013 -1%
State Street
6
State Street
Massachusetts
$90M +$1.76M +2,822 +2%
SAM
7
Southeastern Asset Management
Tennessee
$60.8M -$1.16M -1,864 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$59.3M +$5.67M +9,120 +12%
Morgan Stanley
9
Morgan Stanley
New York
$46.6M +$23.6M +37,982 +131%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$41M -$2.86M -4,597 -7%
Charles Schwab
11
Charles Schwab
California
$38.7M +$539K +867 +2%
Northern Trust
12
Northern Trust
Illinois
$30.3M -$241K -387 -0.9%
AQR Capital Management
13
AQR Capital Management
Connecticut
$28.9M +$1.2M +1,929 +5%
Invesco
14
Invesco
Georgia
$24.6M -$3.82M -6,143 -15%
TSW
15
Thompson Siegel & Walmsley
Virginia
$19M -$4.81M -7,733 -22%
Goldman Sachs
16
Goldman Sachs
New York
$18.9M -$653K -1,049 -4%
Norges Bank
17
Norges Bank
Norway
$18.2M -$1.11M -1,777 -6%
LCOV
18
London Company of Virginia
Virginia
$16.3M -$622 -1 -0%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$16M -$186K -299 -1%
BCM
20
Bronte Capital Management
Australia
$15.6M -$1.28M -2,062 -8%
SCP
21
Seizert Capital Partners
Michigan
$14.5M -$3.35M -5,391 -21%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$14.2M +$26.8K +43 +0.2%
GI
23
GAMCO Investors
Connecticut
$12.5M -$99.6K -160 -0.9%
JP Morgan Chase
24
JP Morgan Chase
New York
$11.4M -$177K -284 -2%
Ameriprise
25
Ameriprise
Minnesota
$11M -$2M -3,215 -17%

GHC Hedge Fund Activity: Q4 2023 in Review

245 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Graham Holdings Company (GHC) for Q4 2023, worth a combined $1.96B — up 20% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new GHC positions and 24 closed out — a net gain of 1 holder — while 60 added to existing stakes and 98 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.6M. The largest seller was Millennium Management, cutting an estimated $5.95M.

  • 245 institutional investors held Graham Holdings Company (GHC) as of Q4 2023, down from 247 in Q3 2023.
  • Funds reported $1.96B of Graham Holdings Company stock for Q4 2023, up 20% quarter-over-quarter.
  • 25 funds opened new Graham Holdings Company positions in Q4 2023 and 24 closed out, a net change of +1 holder.
  • The largest Graham Holdings Company buyer in Q4 2023 was Morgan Stanley, an estimated $23.6M added.
  • The largest Graham Holdings Company seller in Q4 2023 was Millennium Management, an estimated $5.95M sold.

Based on aggregated 13F filings for Q4 2023.