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HDFC Bank

440 hedge funds and large institutions have $12.7B invested in HDFC Bank in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 179 increasing their positions, 147 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 147

0.03% less ownership

Funds ownership: 12.1%12.06% (-0.03%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

9% less funds holding

Funds holding: 482440 (-42)

39% less capital invested

Capital invested by funds: $21B → $12.7B (-$8.26B)

40% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 90

62% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $53.7M

Holders
440
Holders Change
-42
Holders Change %
-8.71%
% of All Funds
9.7%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.59%
New
54
Increased
179
Reduced
147
Closed
90
Calls
$20.5M
Puts
$53.7M
Net Calls
-$33.2M
Net Calls Change
-$90.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
401
Toronto Dominion Bank
Ontario, Canada
$10K +$14K +520 New
CI
402
CX Institutional
Indiana
$9K +$2.58K +96 +26%
CWM
403
Cedar Wealth Management
California
$9K +$12.4K +460 New
EWM
404
Endurance Wealth Management
Rhode Island
$8K
WTC
405
WhitTier Trust Company
Nevada
$8K
LSA
406
Lion Street Advisors
Texas
$8K +$10.7K +396 New
NIT
407
NumerixS Investment Technologies
British Columbia, Canada
$8K +$10.8K +400 New
PB
408
Pinnacle Bancorp
Nebraska
$7K
CFG
409
Citizens Financial Group
Rhode Island
$7K +$1.78K +66 +22%
GRP
410
Global Retirement Partners
California
$7K +$3.07K +114 +48%
PCTC
411
Perkins Coie Trust Company
Washington
$7K +$7.86K +292 +521%
HR
412
Howe & Rusling
New York
$6K -$431 -16 -5%
LWM
413
Liberty Wealth Management
California
$6K
POIA
414
Pin Oak Investment Advisors
Texas
$6K
TJHA
415
Thomas J. Herzfeld Advisors
Florida
$6K
CT
416
Caldwell Trust
Florida
$5.15K
CFA
417
Carroll Financial Associates
North Carolina
$5K
CIAS
418
CBIZ Investment Advisory Services
Ohio
$5K
JSC
419
Jackson Square Capital
California
$5K
AWA
420
Arkadios Wealth Advisors
Georgia
$4.38K +$161 +6 +3%
NSIM
421
North Star Investment Management
Illinois
$4K
BWL
422
Bogart Wealth LLC
Virginia
$3K
FCM
423
Firestone Capital Management
Florida
$3K
WT
424
Whittier Trust
California
$3K
AT
425
Arden Trust
Delaware
$2K -$462K -17,174 -99%