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HA

Hawaiian Holdings, Inc.

Delisted

HA was delisted on the 17th of September, 2024.

195 hedge funds and large institutions have $740M invested in Hawaiian Holdings, Inc. in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

15% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 52

5% more funds holding

Funds holding: 185195 (+10)

11% less capital invested

Capital invested by funds: $835M → $740M (-$95.7M)

23% less call options, than puts

Call options by funds: $18.3M | Put options by funds: $23.8M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
3%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
60
Reduced
52
Closed
27
Calls
$18.3M
Puts
$23.8M
Net Calls
-$5.56M
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$150M +$5.35M +263,974 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$98M +$6.14M +303,054 +6%
USGIU
3
U.S. Global Investors (USGI)
Texas
$89.4M -$9.51M -469,668 -9%
State Street
4
State Street
Massachusetts
$48.9M +$9.77M +482,541 +22%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$35.1M +$80.7K +3,984 +0.2%
TC
6
Towle & Co
Colorado
$24.3M -$501K -24,730 -2%
TAM
7
Third Avenue Management
New York
$18.1M -$223K -11,003 -1%
LSV Asset Management
8
LSV Asset Management
Illinois
$17.1M -$1.72M -84,800 -8%
Millennium Management
9
Millennium Management
New York
$16M +$15.8M +781,746 +873%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$15.8M -$319K -15,737 -2%
Northern Trust
11
Northern Trust
Illinois
$15.1M -$660K -32,582 -4%
Goldman Sachs
12
Goldman Sachs
New York
$11.3M +$9.17M +452,686 +283%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$10.8M -$159K -7,846 -1%
HCM
14
Hodges Capital Management
Texas
$10.7M +$5.69M +280,815 +92%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$10.2M +$77K +3,800 +0.7%
Charles Schwab
16
Charles Schwab
California
$9.62M +$412K +20,344 +4%
DSC
17
Donald Smith & Co
New York
$7.49M +$1.82M +89,887 +28%
Morgan Stanley
18
Morgan Stanley
New York
$6.58M -$5.77K -285 -0.1%
SDIC
19
South Dakota Investment Council
South Dakota
$6.28M
Principal Financial Group
20
Principal Financial Group
Iowa
$6.26M -$167K -8,269 -2%
WM
21
WS Management
Florida
$6.05M -$122K -6,024 -2%
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$5.7M +$1.45M +71,617 +30%
SFI
23
Sonic Fund II
Hawaii
$5.51M
PPA
24
Parametric Portfolio Associates
Washington
$5.36M +$23.7K +1,168 +0.4%
Primecap Management
25
Primecap Management
California
$4.8M -$1.06M -52,300 -17%

HA Hedge Fund Activity: Q4 2021 in Review

195 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Holdings, Inc. (HA) for Q4 2021, worth a combined $740M — down 11% from $835M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new HA positions and 27 closed out — a net gain of 11 holders — while 60 added to existing stakes and 52 trimmed.

The largest buyer was Millennium Management, adding an estimated $15.8M. The largest seller was U.S. Global Investors (USGI), cutting an estimated $9.51M.

  • 195 institutional investors held Hawaiian Holdings, Inc. (HA) as of Q4 2021, up from 185 in Q3 2021.
  • Funds reported $740M of Hawaiian Holdings, Inc. stock for Q4 2021, down 11% quarter-over-quarter.
  • 38 funds opened new Hawaiian Holdings, Inc. positions in Q4 2021 and 27 closed out, a net change of +11 holders.
  • The largest Hawaiian Holdings, Inc. buyer in Q4 2021 was Millennium Management, an estimated $15.8M added.
  • The largest Hawaiian Holdings, Inc. seller in Q4 2021 was U.S. Global Investors (USGI), an estimated $9.51M sold.

Based on aggregated 13F filings for Q4 2021.