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Halliburton
HAL

Overview Fund Activity

996 hedge funds and large institutions have $25.7B invested in Halliburton in 2014 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 377 increasing their positions, 378 reducing their positions, and 197 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
996
Holders Change
-58
Holders Change %
-5.5%
% of All Funds
26.58%
Holding in Top 10
16
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-64.44%
% of All Funds
0.43%
New
152
Increased
377
Reduced
378
Closed
197
Calls
$1.37B
Puts
$1.4B
Net Calls
-$32.4M
Net Calls Change
+$114M

Top Buyers

1
VH
ValueAct Holdings
California
+$822M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$326M
3
DSA
Davis Selected Advisers
Arizona
+$239M
4
Franklin Resources
Franklin Resources
California
+$223M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$175M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$481M
2
IC
Institutional Capital
Illinois
-$378M
3
AM
Appaloosa Management
Florida
-$324M
4
CCI
Columbus Circle Investors
-$252M
5
MCM
Marsico Capital Management
Colorado
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1001
Marsico Capital Management
Colorado
– -$230M -3,567,083 Closed
OA
1002
Omega Advisors
New York
– -$123M -1,907,199 Closed
PHS
1003
PFM Health Sciences
California
– -$104M -1,612,885 Closed
PC
1004
Passport Capital
California
– -$96.9M -1,502,252 Closed
CLM
1005
ClearBridge LLC (Maryland)
Maryland
– -$96.3M -1,493,404 Closed
CI
1006
Cambiar Investors
Colorado
– -$94.5M -1,464,604 Closed
CM
1007
CS McKee
Pennsylvania
– -$87M -1,348,422 Closed
DCM
1008
Discovery Capital Management
Connecticut
– -$86.7M -1,344,600 Closed
MP
1009
MSD Partners
New York
– -$67.6M -1,048,060 Closed
GCM
1010
Graham Capital Management
Connecticut
– -$57.7M -894,739 Closed
MDSL
1011
M.D. Sass LLC
New York
– -$53.1M -823,680 Closed
RIM
1012
Rainier Investment Management
Washington
– -$48.3M -748,336 Closed
FIG
1013
Fortress Investment Group
New York
– -$47.4M -735,122 Closed
NAM
1014
Nexus Asset Management
New York
– -$32.3M -500,016 Closed
OC
1015
Oakmont Corp
California
– -$28.5M -441,795 Closed
CAM
1016
ClariVest Asset Management
California
– -$26.9M -417,301 Closed
AC
1017
Ascend Capital
California
– -$25.8M -399,661 Closed
WG
1018
Winton Group
United Kingdom
– -$24.7M -383,152 Closed
ZDA
1019
Zweig-DiMenna Associates
New York
– -$24.6M -381,680 Closed
BHC
1020
Bowen Hanes & Co
Florida
– -$24.4M -377,776 Closed
GC
1021
GMT Capital
Georgia
– -$23.7M -367,750 Closed
CCP
1022
Clough Capital Partners
Massachusetts
– -$21.2M -327,900 Closed
KWILP
1023
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$20.8M -321,701 Closed
SR
1024
Sloane Robinson
United Kingdom
– -$18.9M -293,100 Closed
CF
1025
Cypress Funds
California
– -$18.8M -292,000 Closed
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