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Halliburton
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Overview Fund Activity

1,054 hedge funds and large institutions have $43.5B invested in Halliburton in 2014 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 381 increasing their positions, 442 reducing their positions, and 84 closing their positions.

Holders
1,054
Holders Change
-19
Holders Change %
-1.77%
% of All Funds
30.6%
Holding in Top 10
45
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-45.12%
% of All Funds
1.31%
New
75
Increased
381
Reduced
442
Closed
84
Calls
$946M
Puts
$1.09B
Net Calls
-$146M
Net Calls Change
-$240M

Top Buyers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$484M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$648M
3
JHIU
3
Janus Henderson Investors US
Colorado
$245M
4
MCM
4
Marsico Capital Management
Colorado
$230M
5
Invesco
5
Invesco
Georgia
$904M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$454M
2
Franklin Resources
2
Franklin Resources
California
$301M
3
IC
3
Institutional Capital
Illinois
$378M
4
SFM
4
Soros Fund Management
New York
$0
5
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OA
76
Omega Advisors
New York
$123M 1,907,199 +1,907,199 New
SI
77
Scharf Investments
California
$118M 1,830,761 -63,398 -3%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$116M 1,797,536 -455,895 -20%
Fidelity International
79
Fidelity International
Bermuda
$115M 1,778,435 -286,223 -14%
HCM
80
Holland Capital Management
Illinois
$112M 1,729,308 -12,390 -0.7%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$110M 1,698,775 -10,834 -0.6%
PHS
82
PFM Health Sciences
California
$104M 1,612,885 +684,420 +74%
PPA
83
Parametric Portfolio Associates
Washington
$102M 1,574,817 -50,291 -3%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$101M 1,559,148 -15,749 -1%
SO
85
STRS Ohio
Ohio
$99.7M 1,545,553 – –
Teacher Retirement System of Texas
86
Teacher Retirement System of Texas
Texas
$98.9M 1,532,759 +19,002 +1%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$98.7M 1,530,547 +918,550 +150%
Capital International Investors
88
Capital International Investors
California
$98M 1,519,800 -348,899 -19%
PC
89
Passport Capital
California
$96.9M 1,502,252 -147,353 -9%
CLM
90
ClearBridge LLC (Maryland)
Maryland
$96.3M 1,493,404 +1,370 +0.1%
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$96.2M 1,490,706 -29,241 -2%
CI
92
Cambiar Investors
Colorado
$94.5M 1,464,604 -190,674 -12%
Millennium Management
93
Millennium Management
New York
$93.7M 1,452,796 +28,781 +2%
Allianz Asset Management
94
Allianz Asset Management
Germany
$90.4M 1,401,702 -57,254 -4%
EAM
95
Eagle Asset Management
Florida
$89.5M 1,387,900 +118,683 +9%
FAM
96
Fred Alger Management
New York
$88.4M 1,370,791 -318,816 -19%
CM
97
CS McKee
Pennsylvania
$87M 1,348,422 -89,990 -6%
DCM
98
Discovery Capital Management
Connecticut
$86.7M 1,344,600 -372,200 -22%
Dimensional Fund Advisors
99
Dimensional Fund Advisors
Texas
$85.7M 1,328,197 +49,781 +4%
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$85.3M 1,325,470 +228,441 +21%
2 3
4
5 6