HE icon

Hawaiian Electric Industries
HE

Overview Fund Activity

322 hedge funds and large institutions have $2.84B invested in Hawaiian Electric Industries in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 110 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
6.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
110
Reduced
96
Closed
26
Calls
$698K
Puts
$258K
Net Calls
+$440K
Net Calls Change
-$331K

Top Buyers

1
VH
ValueAct Holdings
California
$95.3M
2
BlackRock
BlackRock
New York
$493M
3
State Street
State Street
Massachusetts
$156M
4
Invesco
Invesco
Georgia
$97.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23.4M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$0
2
Man Group
Man Group
United Kingdom
$13.2M
3
Prudential Financial
Prudential Financial
New Jersey
$5.41M
4
Renaissance Technologies
Renaissance Technologies
New York
$5.12M
5
WG
Winton Group
United Kingdom
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
276
Sonora Investment Management
Arizona
$23K – – –
CAC
277
Certified Advisory Corp
Florida
$23K +$48 +1 +0.2%
HPC
278
HM Payson & Co
Maine
$22K – – –
SBL
279
Sargent Bickham Lagudis
Colorado
$22K +$96 +2 +0.4%
MF
280
Manchester Financial
California
$22K +$22K +466 New
SPIA
281
Steward Partners Investment Advisory
New York
$19K – – –
OIA
282
Optimum Investment Advisors
Illinois
$19K – – –
GRP
283
Global Retirement Partners
California
$19K – – –
CCM
284
Cribstone Capital Management
Maine
$16K – – –
BRC
285
Bell Rock Capital
Delaware
$16K – – –
ASN
286
Advisory Services Network
Georgia
$16K +$941 +20 +6%
Lazard Asset Management
287
Lazard Asset Management
New York
$15K +$15K +339 New
ADL
288
Asset Dedication LLC
California
$14K – – –
LFG
289
LifePlan Financial Group
Ohio
$14K – – –
CIA
290
CSat Investment Advisory
Michigan
$13K +$2.5K +54 +24%
GTAM
291
Global Trust Asset Management
Florida
$12K – – –
IF
292
Ironwood Financial
Arizona
$11K +$48 +1 +0.4%
LC
293
Lindbrook Capital
California
$11K +$2.53K +56 +30%
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$11K +$11K +236 New
EARNEST Partners
295
EARNEST Partners
Georgia
$9K – – –
JPLA
296
Joseph P. Lucia & Associates
New York
$9K +$50 +1 +0.6%
VCM
297
Versant Capital Management
Arizona
$9K +$1.82K +43 +25%
PCM
298
Penserra Capital Management
California
$9K +$5.43K +114 +152%
BAM
299
Bellevue Asset Management
Washington
$9K +$9K +200 New
MAM
300
Meeder Asset Management
Ohio
$8K -$1.97K -43 -20%
10 11
12
13 14