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HAPN

Happen Inc

172 hedge funds and large institutions have $730M invested in Happen Inc in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 54 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $8.28M

48% more capital invested

Capital invested by funds: $492M → $730M (+$238M)

17% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 54

2.05% more ownership

Funds ownership: 74.07%76.12% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 184172 (-12)

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

Holders
172
Holders Change
-12
Holders Change %
-6.52%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
63
Reduced
54
Closed
38
Calls
$15.4M
Puts
$8.28M
Net Calls
+$7.09M
Net Calls Change
+$5.12M
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
101
Sierra Summit Advisors
Nevada
$337K +$242K +38,583 New
AC
102
AXQ Capital
New Jersey
$314K +$109K +17,333 +93%
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$302K -$548K -87,232 -72%
Wells Fargo
104
Wells Fargo
California
$301K +$38.6K +6,135 +22%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$274K +$65.4K +10,401 +50%
IAIM
106
International Assets Investment Management
Florida
$266K -$41.5K -6,612 -18%
ASRS
107
Arizona State Retirement System
Arizona
$266K -$1.34K -214 -0.7%
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$263K +$90.6K +14,413 +92%
ACM
109
Aquatic Capital Management
Illinois
$238K -$22.6K -3,600 -12%
Mitsubishi UFJ Asset Management
110
Mitsubishi UFJ Asset Management
Japan
$235K +$57.7K +9,184 +49%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$233K -$628 -100 -0.4%
MMA
112
Miracle Mile Advisors
California
$211K +$12.6K +2,000 +9%
MAM
113
Martingale Asset Management
Massachusetts
$199K -$693K -110,280 -83%
TRCT
114
Tower Research Capital (TRC)
New York
$193K +$85K +13,531 +157%
Citigroup
115
Citigroup
New York
$193K +$24.1K +3,832 +21%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$181K -$5.02M -799,535 -98%
RCM
117
Requisite Capital Management
Texas
$175K
FRA
118
Frank Rimerman Advisors
California
$170K
N
119
Natixis
France
$165K -$6.47K -1,030 -5%
AP
120
AtonRa Partners
Switzerland
$160K -$36.7K -5,847 -24%
ProShare Advisors
121
ProShare Advisors
Maryland
$157K +$26.1K +4,151 +30%
Mackenzie Financial
122
Mackenzie Financial
Ontario, Canada
$157K
CMF
123
Counterpoint Mutual Funds
California
$144K -$29.5K -4,689 -22%
CCA
124
Cruiser Capital Advisors
Connecticut
$143K +$103K +16,325 New
BAM
125
Belpointe Asset Management
Nevada
$131K +$94.3K +15,000 New

HAPN Hedge Fund Activity: Q4 2023 in Review

172 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Happen Inc (HAPN) for Q4 2023, worth a combined $730M — up 48% from $492M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of HAPN and 28 opened new positions — a net loss of 10 holders — while 54 trimmed existing stakes and 63 added.

The largest buyer was Citadel Advisors, adding an estimated $11.9M. The largest seller was Bridgeway Capital Management, cutting an estimated $5.57M.

  • 172 institutional investors held Happen Inc (HAPN) as of Q4 2023, down from 184 in Q3 2023.
  • Funds reported $730M of Happen Inc stock for Q4 2023, up 48% quarter-over-quarter.
  • 28 funds opened new Happen Inc positions in Q4 2023 and 38 closed out, a net change of -10 holders.
  • The largest Happen Inc buyer in Q4 2023 was Citadel Advisors, an estimated $11.9M added.
  • The largest Happen Inc seller in Q4 2023 was Bridgeway Capital Management, an estimated $5.57M sold.

Based on aggregated 13F filings for Q4 2023.