We are live on ! Find out more
HIFS icon

Hingham Institution for Saving

91 hedge funds and large institutions have $203M invested in Hingham Institution for Saving in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 28

2.44% more ownership

Funds ownership: 38.14%40.58% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $210M → $203M (-$7.63M)

1% less funds holding

Funds holding: 9291 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
38
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$305K +$20.3K +74 +6%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$296K +$65.3K +238 +23%
UBS AM
53
UBS AM
Illinois
$281K +$56.5K +206 +21%
AllianceBernstein
54
AllianceBernstein
Tennessee
$280K -$54.9K -200 -14%
JP Morgan Chase
55
JP Morgan Chase
New York
$270K -$152K -554 -32%
UBS Group
56
UBS Group
Switzerland
$262K +$60.4K +220 +24%
MAM
57
Martingale Asset Management
Massachusetts
$254K
CS
58
Credit Suisse
Switzerland
$252K +$31.6K +115 +12%
First Trust Advisors
59
First Trust Advisors
Illinois
$250K -$186K -679 -39%
Marshall Wace
60
Marshall Wace
United Kingdom
$247K +$290K +1,057 New
MML Investors Services
61
MML Investors Services
Massachusetts
$239K +$1.1K +4 +0.4%
OC
62
Oppenheimer & Co
New York
$233K
Deutsche Bank
63
Deutsche Bank
Germany
$216K +$66.4K +242 +35%
MWM
64
Modera Wealth Management
New Jersey
$215K
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$213K -$110K -400 -30%
IWC
66
Integrated Wealth Concepts
Massachusetts
$203K +$239K +870 New
Barclays
67
Barclays
United Kingdom
$172K +$93.8K +342 +87%
MIM
68
MetLife Investment Management
New Jersey
$169K
CA
69
Clearstead Advisors
Ohio
$169K
AIG
70
American International Group
New York
$164K +$3.57K +13 +2%
SG Americas Securities
71
SG Americas Securities
New York
$128K +$22.8K +83 +18%
Legal & General Group
72
Legal & General Group
United Kingdom
$128K +$14K +51 +10%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$106K -$398K -1,451 -76%
Wells Fargo
74
Wells Fargo
California
$72.1K +$71.3K +260 +542%
CT
75
Caldwell Trust
Florida
$70K

HIFS Hedge Fund Activity: Q1 2023 in Review

91 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hingham Institution for Saving (HIFS) for Q1 2023, worth a combined $203M — down 3.6% from $210M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HIFS and 9 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 38 added.

The largest buyer was Schwartz Investment Counsel, adding an estimated $4.39M. The largest seller was Hennessy Advisors Inc, cutting an estimated $2.2M.

  • 91 institutional investors held Hingham Institution for Saving (HIFS) as of Q1 2023, down from 92 in Q4 2022.
  • Funds reported $203M of Hingham Institution for Saving stock for Q1 2023, down 3.6% quarter-over-quarter.
  • 9 funds opened new Hingham Institution for Saving positions in Q1 2023 and 10 closed out, a net change of -1 holder.
  • The largest Hingham Institution for Saving buyer in Q1 2023 was Schwartz Investment Counsel, an estimated $4.39M added.
  • The largest Hingham Institution for Saving seller in Q1 2023 was Hennessy Advisors Inc, an estimated $2.2M sold.

Based on aggregated 13F filings for Q1 2023.