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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$98.5M +$2.12M +336,827 +3%
JSP
2
Jackson Square Partners
California
$85M +$3.4M +541,538 +6%
BlackRock
3
BlackRock
New York
$82.6M +$6.76M +1,076,040 +13%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$40.7M +$462K +73,515 +2%
State Street
5
State Street
Massachusetts
$30.6M +$4.92M +782,451 +29%
LFCM
6
Long Focus Capital Management
Puerto Rico
$29.8M +$4.28M +680,706 +25%
Morgan Stanley
7
Morgan Stanley
New York
$28.3M +$5.58M +887,178 +38%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$20.6M +$958K +152,462 +7%
Citadel Advisors
9
Citadel Advisors
Florida
$19.8M +$11.9M +1,890,434 +504%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$18.5M -$5.05M -803,058 -28%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$16.7M +$158K +25,202 +1%
HCM
12
Harspring Capital Management
New York
$15.3M -$660K -105,000 -6%
SEI Investments
13
SEI Investments
Pennsylvania
$14.8M +$1.18M +188,454 +13%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$11.7M +$5.39M +857,371 +176%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$11.1M -$1.02M -162,400 -11%
Northern Trust
16
Northern Trust
Illinois
$8.57M -$50.2K -7,982 -0.8%
Renaissance Technologies
17
Renaissance Technologies
New York
$8.44M -$4.01M -637,474 -40%
American Century Companies
18
American Century Companies
Missouri
$7.82M +$740K +117,793 +15%
Millennium Management
19
Millennium Management
New York
$7.45M -$3.25M -517,219 -38%
Charles Schwab
20
Charles Schwab
California
$7.41M +$102K +16,298 +2%
State of Wisconsin Investment Board
21
State of Wisconsin Investment Board
Wisconsin
$7.4M +$1.97M +312,984 +59%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$7.4M +$575K +91,437 +12%
TG
23
TCW Group
California
$7.26M +$1.24M +196,800 +31%
RIP
24
Rhino Investment Partners
Pennsylvania
$6.84M +$4.92M +782,402 New
Verition Fund Management
25
Verition Fund Management
Connecticut
$6.12M +$4.4M +699,678 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.