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Halliburton
HAL

Overview Fund Activity

662 hedge funds and large institutions have $15.1B invested in Halliburton in 2021 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 226 increasing their positions, 235 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
-13
Holders Change %
-1.93%
% of All Funds
11.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
67
Increased
226
Reduced
235
Closed
74
Calls
$283M
Puts
$360M
Net Calls
-$76.7M
Net Calls Change
-$27.6M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$141M
2
Norges Bank
Norges Bank
Norway
+$138M
3
UBS Group
UBS Group
Switzerland
+$48.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.5M
5
Bank of America
Bank of America
North Carolina
+$35.8M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$59.7M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$49.8M
3
NSLI
Nan Shan Life Insurance
Taiwan
-$47.7M
4
BlackRock
BlackRock
New York
-$41.9M
5
CGM
Capital Growth Management
Massachusetts
-$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
401
Vanguard Personalized Indexing Management
California
$345K -$185K -8,573 -35%
SAI
402
Systematic Alpha Investments
New Jersey
$345K +$345K +13,816 New
HIP
403
Harrell Investment Partners
Texas
$333K -$36.3K -1,681 -10%
DT
404
Diversified Trust
Tennessee
$331K +$331K +15,332 New
NSEDCP
405
NJ State Employees Deferred Compensation Plan
New Jersey
$330K – – –
MFS
406
Mirabella Financial Services
United Kingdom
$329K +$329K +15,228 New
JWM
407
JFG Wealth Management
Colorado
$328K – – –
QP
408
Quilter Plc
United Kingdom
$328K – – –
SLI
409
Sumitomo Life Insurance
Japan
$327K -$21.5K -995 -6%
PCA
410
Personal Capital Advisors
California
$323K +$12.8K +591 +4%
AIP
411
Ameritas Investment Partners
Nebraska
$320K -$14.7K -680 -4%
IAMOG
412
Investors Asset Management of Georgia
Georgia
$320K -$6.49K -300 -2%
MSFS
413
Main Street Financial Solutions
Pennsylvania
$308K -$18.4K -850 -6%
VIA
414
Vident Investment Advisory
Georgia
$307K +$307K +14,231 New
CG
415
Colony Group
Massachusetts
$306K +$17.8K +825 +6%
CG
416
Caprock Group
Idaho
$304K +$304K +14,055 New
DC
417
Davenport & Co
Virginia
$302K +$23.4K +1,079 +8%
9WM
418
9258 Wealth Management
Ohio
$300K +$12.7K +588 +4%
KeyBank National Association
419
KeyBank National Association
Ohio
$298K +$37.5K +1,735 +14%
CNBTD
420
Citizens National Bank Trust Department
Mississippi
$296K – – –
V
421
Veritable
Delaware
$291K +$4.81K +222 +2%
Northwestern Mutual Wealth Management
422
Northwestern Mutual Wealth Management
Wisconsin
$286K -$18.7K -866 -6%
VI
423
Vestcor Inc
New Brunswick, Canada
$284K -$37.8K -1,752 -12%
BP
424
Ballentine Partners
Massachusetts
$284K -$6.62K -306 -2%
MIAN
425
Mariner Independent Advisor Network
Kansas
$284K +$55.3K +2,550 +24%
15 16
17
18 19