Hingham Institution for Saving
HIFS
94 hedge funds and large institutions have $196M invested in Hingham Institution for Saving in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 12 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 23
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
3% more funds holding
Funds holding: 91 → 94 (+3)
2.37% more ownership
Funds ownership: 40.58% → 42.94% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $203M → $196M (-$6.64M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$10.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.64M |
| 3 |
Millennium Management
New York
|
+$3.56M |
| 4 |
SIC
Schwartz Investment Counsel
Plymouth,
Michigan
|
+$2.46M |
| 5 |
BlackRock
New York
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$12.7M |
| 2 |
PC
Port Capital
Chicago,
Illinois
|
-$5.62M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.71M |
| 4 |
PA
Paragon Advisors
College Station,
Texas
|
-$2.1M |
| 5 |
QC
Quadrature Capital
London,
United Kingdom
|
-$774K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
First Trust Advisors
Wheaton,
Illinois
| – | -$250K | -1,073 | Closed |
|
|
MWM
102
Modera Wealth Management
Westwood,
New Jersey
| – | -$215K | -923 | Closed |
|
103
SG Americas Securities
New York
| – | -$128K | -550 | Closed |
|
|
BAM
104
Belpointe Asset Management
Reno,
Nevada
| – | -$24K | -103 | Closed |
|
|
DWA
105
Dorsey Wright & Associates
Pasadena,
California
| – | -$15.6K | -67 | Closed |
|
|
GWM
106
Geneos Wealth Management
Englewood,
Colorado
| – | -$1.87K | -8 | Closed |
|
HIFS Hedge Fund Activity: Q2 2023 in Review
94 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hingham Institution for Saving (HIFS) for Q2 2023, worth a combined $196M — down 3.3% from $203M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new HIFS positions and 12 closed out — a net gain of 3 holders — while 39 added to existing stakes and 23 trimmed.
The largest buyer was Royce & Associates, opening a new position worth an estimated $10.7M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $12.7M sold.
- 94 institutional investors held Hingham Institution for Saving (HIFS) as of Q2 2023, up from 91 in Q1 2023.
- Funds reported $196M of Hingham Institution for Saving stock for Q2 2023, down 3.3% quarter-over-quarter.
- 15 funds opened new Hingham Institution for Saving positions in Q2 2023 and 12 closed out, a net change of +3 holders.
- The largest Hingham Institution for Saving buyer in Q2 2023 was Royce & Associates, an estimated $10.7M added.
- The largest Hingham Institution for Saving seller in Q2 2023 was Epoch Investment Partners, an estimated $12.7M sold.
Based on aggregated 13F filings for Q2 2023.