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Hingham Institution for Saving

74 hedge funds and large institutions have $115M invested in Hingham Institution for Saving in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

0.87% less ownership

Funds ownership: 32.49%31.62% (-0.87%)

1% less funds holding

Funds holding: 7574 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

15% less capital invested

Capital invested by funds: $136M → $115M (-$20.8M)

Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
28
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$555K +$35.3K +188 +6%
US Bancorp
27
US Bancorp
Minnesota
$513K -$11.8K -63 -2%
SWM
28
SeaCrest Wealth Management
New York
$474K +$939 +5 +0.2%
TCIM
29
TIAA CREF Investment Management
New York
$470K -$4.13K -22 -0.8%
ACA
30
Aptus Capital Advisors
Alabama
$457K +$214K +1,140 +75%
Wells Fargo
31
Wells Fargo
California
$456K -$102K -543 -17%
Morgan Stanley
32
Morgan Stanley
New York
$399K -$436K -2,319 -50%
TA
33
Teachers Advisors
New York
$398K
UBS Group
34
UBS Group
Switzerland
$385K -$89.2K -475 -17%
Goldman Sachs
35
Goldman Sachs
New York
$371K +$405K +2,154 New
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$358K
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$354K +$135K +720 +54%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$337K +$368K +1,959 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$322K +$41.1K +219 +13%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$315K -$5.45K -29 -2%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$275K
MC
42
Moors & Cabot
Massachusetts
$262K +$376 +2 +0.1%
WF
43
Welch & Forbes
Massachusetts
$258K
M&T Bank
44
M&T Bank
New York
$258K +$282K +1,500 New
AllianceBernstein
45
AllianceBernstein
Tennessee
$241K -$18.8K -100 -7%
MAM
46
Martingale Asset Management
Massachusetts
$241K
CAL
47
Capital Analysts LLC
Pennsylvania
$241K +$39.3K +209 +17%
CA
48
Clearstead Advisors
Ohio
$232K
JP Morgan Chase
49
JP Morgan Chase
New York
$226K +$53.5K +285 +28%
SG Americas Securities
50
SG Americas Securities
New York
$203K +$222K +1,183 New

HIFS Hedge Fund Activity: Q1 2019 in Review

74 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hingham Institution for Saving (HIFS) for Q1 2019, worth a combined $115M — down 15% from $136M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HIFS and 7 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 28 added.

The largest buyer was Port Capital, adding an estimated $2.41M. The largest seller was Epoch Investment Partners, cutting an estimated $5.14M.

  • 74 institutional investors held Hingham Institution for Saving (HIFS) as of Q1 2019, down from 75 in Q4 2018.
  • Funds reported $115M of Hingham Institution for Saving stock for Q1 2019, down 15% quarter-over-quarter.
  • 7 funds opened new Hingham Institution for Saving positions in Q1 2019 and 8 closed out, a net change of -1 holder.
  • The largest Hingham Institution for Saving buyer in Q1 2019 was Port Capital, an estimated $2.41M added.
  • The largest Hingham Institution for Saving seller in Q1 2019 was Epoch Investment Partners, an estimated $5.14M sold.

Based on aggregated 13F filings for Q1 2019.