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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
EIP
1
Epoch Investment Partners
New York
$14.3M -$5.14M -27,339 -25%
BlackRock
2
BlackRock
New York
$12.9M -$524K -2,789 -4%
PC
3
Port Capital
Illinois
$12.2M +$2.41M +12,825 +22%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11M +$299K +1,593 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$9.73M +$416K +2,212 +4%
HAI
6
Hennessy Advisors Inc
California
$5.5M -$751K -4,000 -11%
FTIOP
7
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.91M +$407K +2,168 +8%
GPGA
8
Grandeur Peak Global Advisors
Utah
$4.9M -$460K -2,450 -8%
CYG
9
Clean Yield Group
Vermont
$4.51M +$1.44M +7,681 +41%
Renaissance Technologies
10
Renaissance Technologies
New York
$4.08M +$56.4K +300 +1%
State Street
11
State Street
Massachusetts
$3.84M +$92.4K +492 +2%
Northern Trust
12
Northern Trust
Illinois
$3.22M +$54.1K +288 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.99M +$77.6K +413 +2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$2.28M -$6.2K -33 -0.2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.08M +$31K +165 +3%
OCG
16
Opus Capital Group
Ohio
$896K -$924K -4,921 -49%
AP
17
Archon Partners
New Jersey
$770K +$145K +774 +21%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$769K
Bank of America
19
Bank of America
North Carolina
$761K +$525K +2,795 +171%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$743K +$2.63K +14 +0.3%
MDCM
21
Morgan Dempsey Capital Management
Wisconsin
$714K -$42.8K -228 -5%
MHIC
22
Marble Harbor Investment Counsel
Massachusetts
$643K
Deutsche Bank
23
Deutsche Bank
Germany
$615K -$19.7K -105 -3%
Invesco
24
Invesco
Georgia
$602K -$220K -1,172 -25%
CG
25
Colony Group
Massachusetts
$568K

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.