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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
PC
1
Port Capital
Illinois
$32.3M +$553K +2,014 +1%
BlackRock
2
BlackRock
New York
$27.3M +$1.2M +4,371 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$22.6M +$2.55M +9,307 +11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$14.1M +$1.15M +4,189 +7%
EIP
5
Epoch Investment Partners
New York
$12.7M +$20.9K +76 +0.1%
SIC
6
Schwartz Investment Counsel
Michigan
$11.7M +$4.39M +16,000 +47%
State Street
7
State Street
Massachusetts
$7.1M +$106K +387 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.86M +$198K +723 +3%
Morgan Stanley
9
Morgan Stanley
New York
$5.46M +$298K +1,086 +5%
Renaissance Technologies
10
Renaissance Technologies
New York
$4.81M -$993K -3,619 -15%
ACA
11
Aptus Capital Advisors
Alabama
$4.41M +$597K +2,177 +13%
AC
12
Aristides Capital
Kentucky
$4.2M -$587K -2,138 -11%
Northern Trust
13
Northern Trust
Illinois
$3.38M -$37.3K -136 -0.9%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$3.21M -$831K -3,028 -18%
GPGA
15
Grandeur Peak Global Advisors
Utah
$3.18M +$3.74M +13,642 New
PA
16
Paragon Advisors
Texas
$3.15M -$237K -863 -6%
CYG
17
Clean Yield Group
Vermont
$2.92M -$90.5K -330 -3%
BWP
18
Baldwin Wealth Partners
Massachusetts
$2.17M +$90.8K +331 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.09M -$54.9K -200 -2%
Millennium Management
20
Millennium Management
New York
$1.98M +$2.09M +7,620 +868%
American Century Companies
21
American Century Companies
Missouri
$1.92M +$1.17M +4,278 +110%
LIP
22
Liontrust Investment Partners
United Kingdom
$1.84M -$1.07M -3,900 -33%
HAI
23
Hennessy Advisors Inc
California
$1.63M -$2.2M -8,000 -53%
N
24
Nuveen
North Carolina
$1.1M -$117K -428 -8%
Citadel Advisors
25
Citadel Advisors
Florida
$1.01M +$1.19M +4,343 New

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.