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Hingham Institution for Saving

79 hedge funds and large institutions have $134M invested in Hingham Institution for Saving in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

0.76% more ownership

Funds ownership: 32.8%33.56% (+0.76%)

2% less capital invested

Capital invested by funds: $137M → $134M (-$3.19M)

4% less funds holding

Funds holding: 8279 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
28
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
26
Marble Harbor Investment Counsel
Massachusetts
$701K
MDCM
27
Morgan Dempsey Capital Management
Wisconsin
$681K -$58.8K -310 -8%
OAM
28
Oxford Asset Management
United Kingdom
$663K +$370K +1,950 +125%
Charles Schwab
29
Charles Schwab
California
$646K
Ameriprise
30
Ameriprise
Minnesota
$644K +$188K +993 +41%
CG
31
Colony Group
Massachusetts
$624K
Morgan Stanley
32
Morgan Stanley
New York
$554K -$21.6K -114 -4%
Wells Fargo
33
Wells Fargo
California
$552K +$20.9K +110 +4%
SWM
34
SeaCrest Wealth Management
New York
$522K
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$496K +$107K +565 +27%
US Bancorp
36
US Bancorp
Minnesota
$495K -$54.6K -288 -10%
ACA
37
Aptus Capital Advisors
Alabama
$474K -$122K -646 -20%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$465K +$81.7K +431 +21%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$404K
Citadel Advisors
40
Citadel Advisors
Florida
$402K +$63K +332 +18%
AllianceBernstein
41
AllianceBernstein
Tennessee
$378K +$56.9K +300 +18%
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$370K
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$370K +$7.78K +41 +2%
MC
44
Moors & Cabot
Massachusetts
$345K +$57.1K +301 +20%
Jane Street
45
Jane Street
New York
$324K +$325K +1,716 New
Millennium Management
46
Millennium Management
New York
$323K +$324K +1,711 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$308K +$5.31K +28 +2%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$302K
Goldman Sachs
49
Goldman Sachs
New York
$296K -$425K -2,240 -59%
WF
50
Welch & Forbes
Massachusetts
$284K

HIFS Hedge Fund Activity: Q3 2019 in Review

79 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hingham Institution for Saving (HIFS) for Q3 2019, worth a combined $134M — down 2.3% from $137M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HIFS and 4 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 28 added.

The largest buyer was BlackRock, adding an estimated $1.25M. The largest seller was Invesco, exiting entirely with an estimated $515K sold.

  • 79 institutional investors held Hingham Institution for Saving (HIFS) as of Q3 2019, down from 82 in Q2 2019.
  • Funds reported $134M of Hingham Institution for Saving stock for Q3 2019, down 2.3% quarter-over-quarter.
  • 4 funds opened new Hingham Institution for Saving positions in Q3 2019 and 7 closed out, a net change of -3 holders.
  • The largest Hingham Institution for Saving buyer in Q3 2019 was BlackRock, an estimated $1.25M added.
  • The largest Hingham Institution for Saving seller in Q3 2019 was Invesco, an estimated $515K sold.

Based on aggregated 13F filings for Q3 2019.