Hudson Technologies
HDSN
145 hedge funds and large institutions have $418M invested in Hudson Technologies in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 21 closing their positions.
90% more call options, than puts
Call options by funds: $2.04M | Put options by funds: $1.08M
19% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 42
6% more capital invested
Capital invested by funds: $394M → $418M (+$23.6M)
2.79% more ownership
Funds ownership: 65.24% → 68.03% (+2.8%)
1% more funds holding
Funds holding: 143 → 145 (+2)
10% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 21
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cowbird Capital
New York
|
+$13.9M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$6.03M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$5.67M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$3.86M |
| 5 |
BlackRock
New York
|
+$3.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCPM
Cooper Creek Partners Management
New York
|
-$11.8M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$7.36M |
| 3 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$4.86M |
| 4 |
BCM
Brightline Capital Management
Miami,
Florida
|
-$1.86M |
| 5 |
MCM
Marathon Capital Management
Hunt Valley,
Maryland
|
-$1.85M |
HDSN Hedge Fund Activity: Q4 2023 in Review
145 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Hudson Technologies (HDSN) for Q4 2023, worth a combined $418M — up 6% from $394M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new HDSN positions and 21 closed out — a net gain of 2 holders — while 50 added to existing stakes and 42 trimmed.
The largest buyer was Cowbird Capital, adding an estimated $13.9M. The largest seller was Cooper Creek Partners Management, cutting an estimated $11.8M.
- 145 institutional investors held Hudson Technologies (HDSN) as of Q4 2023, up from 143 in Q3 2023.
- Funds reported $418M of Hudson Technologies stock for Q4 2023, up 6% quarter-over-quarter.
- 23 funds opened new Hudson Technologies positions in Q4 2023 and 21 closed out, a net change of +2 holders.
- The largest Hudson Technologies buyer in Q4 2023 was Cowbird Capital, an estimated $13.9M added.
- The largest Hudson Technologies seller in Q4 2023 was Cooper Creek Partners Management, an estimated $11.8M sold.
Based on aggregated 13F filings for Q4 2023.