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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
AB
76
Amalgamated Bank
New York
$37K -$11.3K -41 -21%
Osaic Holdings
77
Osaic Holdings
Arizona
$35.4K +$823 +3 +2%
US Bancorp
78
US Bancorp
Minnesota
$30.8K -$549 -2 -1%
CIM
79
Contravisory Investment Management
Massachusetts
$29.2K
CCM
80
Copeland Capital Management
Pennsylvania
$24K +$2.19K +8 +8%
BAM
81
Belpointe Asset Management
Nevada
$24K
AIP
82
Ameritas Investment Partners
Nebraska
$23.8K
KFS
83
Kelly Financial Services
Massachusetts
$23.3K
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
$18.9K -$2.74K -10 -11%
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$18K -$30.2K -110 -58%
DWA
86
Dorsey Wright & Associates
California
$15.6K -$1.65K -6 -8%
Canada Life
87
Canada Life
Manitoba, Canada
$14K
TRCT
88
Tower Research Capital (TRC)
New York
$13K +$4.67K +17 +43%
Citigroup
89
Citigroup
New York
$10.7K -$2.74K -10 -18%
QCG
90
Quadrant Capital Group
Ohio
$5.14K -$1.65K -6 -21%
GWM
91
Geneos Wealth Management
Colorado
$1.87K +$2.19K +8 New
LIC
92
Laurus Investment Counsel
Canada
-$2.1M -5,620 Closed
RJFSA
93
Raymond James Financial Services Advisors
Florida
-$248K -900 Closed
PWLP
94
Prio Wealth Limited Partnership
Massachusetts
-$224K -812 Closed
MFS
95
McNamara Financial Services
Massachusetts
-$214K -775 Closed
RWA
96
Ropes Wealth Advisors
Massachusetts
-$214K -775 Closed
IAG
97
Investment Advisory Group
Massachusetts
-$207K -749 Closed
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
-$2K -9 Closed
PA
99
Parallel Advisors
California
-$1.66K -6 Closed
S
100
SignatureFD
Georgia
-$828 -3 Closed

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.