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Hingham Institution for Saving

92 hedge funds and large institutions have $271M invested in Hingham Institution for Saving in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 37 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

15% more funds holding

Funds holding: 8092 (+12)

15% more capital invested

Capital invested by funds: $236M → $271M (+$35.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.68% less ownership

Funds ownership: 40.07%38.39% (-1.7%)

51% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 37

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
18
Reduced
37
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PC
1
Port Capital
Illinois
$54.1M -$78.7K -252 -0.2%
BlackRock
2
BlackRock
New York
$35.3M -$271K -866 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$25.9M -$5.44M -17,416 -18%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$18.6M -$154K -494 -0.9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$14.9M -$502K -1,606 -4%
EIP
6
Epoch Investment Partners
New York
$14.7M
State Street
7
State Street
Massachusetts
$9.12M -$272K -872 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$8.81M -$78.7K -252 -1%
Renaissance Technologies
9
Renaissance Technologies
New York
$8.56M +$62.5K +200 +0.8%
AC
10
Aristides Capital
Kentucky
$7.87M
HAI
11
Hennessy Advisors Inc
California
$7.58M -$156K -500 -2%
EVM
12
Eaton Vance Management
Massachusetts
$7M
CYG
13
Clean Yield Group
Vermont
$5.51M -$216K -691 -4%
Northern Trust
14
Northern Trust
Illinois
$4.97M -$314K -1,004 -6%
LIP
15
Liontrust Investment Partners
United Kingdom
$4.21M +$3.91M +12,500 New
SIC
16
Schwartz Investment Counsel
Michigan
$4.07M
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.13M +$270K +865 +10%
ARMC
18
American Research & Management Company
Massachusetts
$3.1M
ACA
19
Aptus Capital Advisors
Alabama
$3.08M +$510K +1,632 +22%
Invesco
20
Invesco
Georgia
$2.85M +$2.05M +6,555 +346%
Morgan Stanley
21
Morgan Stanley
New York
$2.07M -$1.05M -3,375 -35%
N
22
Nuveen
North Carolina
$1.91M -$118K -377 -6%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.47M -$51.9K -166 -4%
American Century Companies
24
American Century Companies
Missouri
$1.31M +$156K +498 +15%
Charles Schwab
25
Charles Schwab
California
$1.27M -$5K -16 -0.4%

HIFS Hedge Fund Activity: Q3 2021 in Review

92 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hingham Institution for Saving (HIFS) for Q3 2021, worth a combined $271M — up 15% from $236M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HIFS positions and 1 closed out — a net gain of 12 holders — while 18 added to existing stakes and 37 trimmed.

The largest buyer was Invesco, adding an estimated $2.05M. The largest seller was Kelly Financial Services, cutting an estimated $9.05M.

  • 92 institutional investors held Hingham Institution for Saving (HIFS) as of Q3 2021, up from 80 in Q2 2021.
  • Funds reported $271M of Hingham Institution for Saving stock for Q3 2021, up 15% quarter-over-quarter.
  • 13 funds opened new Hingham Institution for Saving positions in Q3 2021 and 1 closed out, a net change of +12 holders.
  • The largest Hingham Institution for Saving buyer in Q3 2021 was Invesco, an estimated $2.05M added.
  • The largest Hingham Institution for Saving seller in Q3 2021 was Kelly Financial Services, an estimated $9.05M sold.

Based on aggregated 13F filings for Q3 2021.