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HDFC Bank

435 hedge funds and large institutions have $16.3B invested in HDFC Bank in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 156 increasing their positions, 162 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 37

11% more capital invested

Capital invested by funds: $14.7B → $16.3B (+$1.56B)

1% more funds holding

Funds holding: 432435 (+3)

0.04% more ownership

Funds ownership: 11.79%11.82% (+0.04%)

4% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 162

32% less funds holding in top 10

Funds holding in top 10: 3121 (-10)

80% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $85.1M

Holders
435
Holders Change
+3
Holders Change %
+0.69%
% of All Funds
8.78%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.42%
New
44
Increased
156
Reduced
162
Closed
37
Calls
$17.3M
Puts
$85.1M
Net Calls
-$67.8M
Net Calls Change
-$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.8B +$73.9M +3,045,642 +4%
WCM Investment Management
2
WCM Investment Management
California
$1.25B +$30.7M +1,267,026 +3%
Morgan Stanley
3
Morgan Stanley
New York
$784M +$228M +9,382,604 +43%
HL
4
Harding Loevner
New Jersey
$723M -$5.6M -230,648 -0.8%
Capital Research Global Investors
5
Capital Research Global Investors
California
$719M +$140K +5,770 +0%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$507M -$24.6M -1,014,818 -5%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$466M -$55.3M -2,280,352 -11%
Fidelity International
8
Fidelity International
Bermuda
$436M +$8.22M +338,708 +2%
American Century Companies
9
American Century Companies
Missouri
$372M +$21.2M +874,488 +6%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$358M +$33.4M +1,375,912 +11%
Artisan Partners
11
Artisan Partners
Wisconsin
$303M +$57.2M +2,357,472 +24%
Fisher Asset Management
12
Fisher Asset Management
Washington
$286M -$19.1M -789,076 -6%
Lazard Asset Management
13
Lazard Asset Management
New York
$284M +$41.2M +1,698,308 +18%
Temasek Holdings
14
Temasek Holdings
Singapore
$284M +$35.8M +1,476,058 +15%
Invesco
15
Invesco
Georgia
$275M +$89.8M +3,698,582 +51%
CLC
16
Charles-Lim Capital
Hong Kong
$264M -$95.2M -3,924,552 -27%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$264M -$76M -3,131,188 -23%
SGA
18
Sustainable Growth Advisers
Connecticut
$258M +$5.09M +209,594 +2%
TCCM
19
Two Creeks Capital Management
New York
$221M -$19.6M -806,606 -8%
SCM
20
Steadfast Capital Management
New York
$214M -$13M -534,352 -6%
Wells Fargo
21
Wells Fargo
California
$183M +$1.67M +68,920 +1%
CWG
22
C WorldWide Group
Denmark
$168M -$27.1M -1,117,266 -14%
Ameriprise
23
Ameriprise
Minnesota
$168M -$46.9M -1,933,870 -22%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$164M +$13M +534,256 +9%
Bank of America
25
Bank of America
North Carolina
$160M +$10.8M +445,076 +7%

HDB Hedge Fund Activity: Q3 2020 in Review

435 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in HDFC Bank (HDB) for Q3 2020, worth a combined $16.3B — up 11% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HDB positions and 37 closed out — a net gain of 7 holders — while 156 added to existing stakes and 162 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $228M. The largest seller was Charles-Lim Capital, cutting an estimated $95.2M.

  • 435 institutional investors held HDFC Bank (HDB) as of Q3 2020, up from 432 in Q2 2020.
  • Funds reported $16.3B of HDFC Bank stock for Q3 2020, up 11% quarter-over-quarter.
  • 44 funds opened new HDFC Bank positions in Q3 2020 and 37 closed out, a net change of +7 holders.
  • The largest HDFC Bank buyer in Q3 2020 was Morgan Stanley, an estimated $228M added.
  • The largest HDFC Bank seller in Q3 2020 was Charles-Lim Capital, an estimated $95.2M sold.

Based on aggregated 13F filings for Q3 2020.