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HDFC Bank

244 hedge funds and large institutions have $6.39B invested in HDFC Bank in 2014 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 69 increasing their positions, 93 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

11% more funds holding

Funds holding: 220244 (+24)

10% more capital invested

Capital invested by funds: $5.83B → $6.39B (+$563M)

0.15% more ownership

Funds ownership: 20.76%20.91% (+0.15%)

26% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 93

66% less call options, than puts

Call options by funds: $9.2M | Put options by funds: $26.8M

Holders
244
Holders Change
+24
Holders Change %
+10.91%
% of All Funds
6.51%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
44
Increased
69
Reduced
93
Closed
15
Calls
$9.2M
Puts
$26.8M
Net Calls
-$17.6M
Net Calls Change
-$477K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$691M +$165M +13,058,936 +32%
JP Morgan Chase
2
JP Morgan Chase
New York
$632M -$47M -3,721,396 -7%
Capital World Investors
3
Capital World Investors
California
$465M +$31.8M +2,520,000 +7%
VAM
4
Vontobel Asset Management
New York
$371M -$8.41M -666,256 -2%
Fisher Asset Management
5
Fisher Asset Management
Washington
$275M -$12.3M -973,324 -4%
CWG
6
C WorldWide Group
Denmark
$231M -$38.7M -3,068,640 -14%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$203M +$32.2M +2,552,640 +19%
Capital Research Global Investors
8
Capital Research Global Investors
California
$200M
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$193M -$11.4M -903,336 -6%
Fidelity International
10
Fidelity International
Bermuda
$178M +$9.7M +768,632 +6%
Lazard Asset Management
11
Lazard Asset Management
New York
$173M -$41.1M -3,260,648 -19%
Vanguard Group
12
Vanguard Group
Pennsylvania
$171M +$3.79M +300,540 +2%
CBOA
13
Commonwealth Bank of Australia
Australia
$155M -$12.2M -962,952 -7%
HL
14
Harding Loevner
New Jersey
$149M -$56M -4,435,428 -27%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$135M -$41.7M -3,302,840 -24%
TIM
16
Thornburg Investment Management
New Mexico
$122M +$20.1M +1,594,380 +20%
William Blair & Company
17
William Blair & Company
Illinois
$93.7M +$2.31M +182,824 +3%
RFC
18
Russell Frank Company
Washington
$79.5M +$3.37M +267,052 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$79.4M +$16.4M +1,296,380 +26%
TCCM
20
Two Creeks Capital Management
New York
$71M +$70.6M +5,593,256 New
WA
21
Wasatch Advisors
Utah
$66.6M -$357K -28,332 -0.5%
GGHC
22
Gilder Gagnon Howe & Co
New York
$66.6M -$412K -32,676 -0.6%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$55.5M -$617K -48,932 -1%
Morgan Stanley
24
Morgan Stanley
New York
$55.5M +$5.68M +449,892 +11%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$54.8M +$12.7M +1,006,112 +30%

HDB Hedge Fund Activity: Q4 2014 in Review

244 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in HDFC Bank (HDB) for Q4 2014, worth a combined $6.39B — up 9.7% from $5.83B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HDB positions and 15 closed out — a net gain of 29 holders — while 69 added to existing stakes and 93 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $165M. The largest seller was Harding Loevner, cutting an estimated $56M.

  • 244 institutional investors held HDFC Bank (HDB) as of Q4 2014, up from 220 in Q3 2014.
  • Funds reported $6.39B of HDFC Bank stock for Q4 2014, up 9.7% quarter-over-quarter.
  • 44 funds opened new HDFC Bank positions in Q4 2014 and 15 closed out, a net change of +29 holders.
  • The largest HDFC Bank buyer in Q4 2014 was Fidelity Investments, an estimated $165M added.
  • The largest HDFC Bank seller in Q4 2014 was Harding Loevner, an estimated $56M sold.

Based on aggregated 13F filings for Q4 2014.