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Hackett Group

159 hedge funds and large institutions have $502M invested in Hackett Group in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

121% more call options, than puts

Call options by funds: $150K | Put options by funds: $68K

14% more funds holding

Funds holding: 140159 (+19)

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

0.61% more ownership

Funds ownership: 80.35%80.96% (+0.61%)

3% less capital invested

Capital invested by funds: $518M → $502M (-$15.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
159
Holders Change
+19
Holders Change %
+13.57%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
55
Reduced
51
Closed
11
Calls
$150K
Puts
$68K
Net Calls
+$82K
Net Calls Change
-$109K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$54M +$1.61M +70,987 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$44M +$968K +42,723 +2%
TI
3
Trigran Investments
Illinois
$41.8M +$88.8K +3,916 +0.2%
RA
4
Royce & Associates
New York
$32M -$1.64M -72,365 -5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$24.7M -$533K -23,506 -2%
Renaissance Technologies
6
Renaissance Technologies
New York
$24.3M -$306K -13,500 -1%
Morgan Stanley
7
Morgan Stanley
New York
$23.8M +$11.7M +514,716 +97%
Bank of America
8
Bank of America
North Carolina
$22.1M +$443K +19,536 +2%
AI
9
Ariel Investments
Illinois
$15.8M -$1.34M -59,289 -8%
State Street
10
State Street
Massachusetts
$14.1M +$568K +25,073 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$13.3M +$652K +28,786 +5%
Boston Partners
12
Boston Partners
Massachusetts
$13.3M -$563K -24,842 -4%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$12.5M -$3.3M -145,462 -21%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$10.3M -$2.77M -122,039 -21%
EARNEST Partners
15
EARNEST Partners
Georgia
$9.84M -$58.9K -2,598 -0.6%
PAIM
16
Punch & Associates Investment Management
Minnesota
$9.44M +$18.2K +801 +0.2%
CIC
17
Crawford Investment Counsel
Georgia
$8.8M +$360K +15,902 +4%
Wells Fargo
18
Wells Fargo
California
$7.68M +$110K +4,839 +1%
GPGA
19
Grandeur Peak Global Advisors
Utah
$6.56M +$113K +5,000 +2%
Northern Trust
20
Northern Trust
Illinois
$6.35M -$65K -2,869 -1%
Charles Schwab
21
Charles Schwab
California
$5.85M +$52.1K +2,299 +0.9%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.53M -$1.78M -78,653 -24%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$5.21M +$36.5K +1,609 +0.7%
LSV Asset Management
24
LSV Asset Management
Illinois
$4.03M +$775K +34,200 +24%
Franklin Resources
25
Franklin Resources
California
$3.75M +$2.08K +92 +0.1%

HCKT Hedge Fund Activity: Q4 2023 in Review

159 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hackett Group (HCKT) for Q4 2023, worth a combined $502M — down 3% from $518M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HCKT positions and 11 closed out — a net gain of 19 holders — while 55 added to existing stakes and 51 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.7M. The largest seller was Norges Bank, cutting an estimated $3.61M.

  • 159 institutional investors held Hackett Group (HCKT) as of Q4 2023, up from 140 in Q3 2023.
  • Funds reported $502M of Hackett Group stock for Q4 2023, down 3% quarter-over-quarter.
  • 30 funds opened new Hackett Group positions in Q4 2023 and 11 closed out, a net change of +19 holders.
  • The largest Hackett Group buyer in Q4 2023 was Morgan Stanley, an estimated $11.7M added.
  • The largest Hackett Group seller in Q4 2023 was Norges Bank, an estimated $3.61M sold.

Based on aggregated 13F filings for Q4 2023.