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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
39
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$10.7M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.64M
3
Millennium Management
Millennium Management
New York
+$3.56M
4
SIC
Schwartz Investment Counsel
Michigan
+$2.46M
5
BlackRock
BlackRock
New York
+$2.05M

Top Sellers

Rank Fund Capital Flow
1
EIP
Epoch Investment Partners
New York
-$12.7M
2
PC
Port Capital
Illinois
-$5.62M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.71M
4
PA
Paragon Advisors
Texas
-$2.1M
5
QC
Quadrature Capital
United Kingdom
-$774K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$27M +$2.05M +10,042 +9%
PC
2
Port Capital
Illinois
$23.6M -$5.62M -27,572 -20%
Vanguard Group
3
Vanguard Group
Pennsylvania
$20.4M -$265K -1,303 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$14.1M +$1.17M +5,735 +10%
SIC
5
Schwartz Investment Counsel
Michigan
$13.2M +$2.46M +12,087 +24%
RA
6
Royce & Associates
New York
$11.2M +$10.7M +52,474 New
State Street
7
State Street
Massachusetts
$6.89M +$386K +1,892 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.42M +$155K +762 +3%
Millennium Management
9
Millennium Management
New York
$5.53M +$3.56M +17,465 +206%
Morgan Stanley
10
Morgan Stanley
New York
$5.18M +$186K +915 +4%
Citadel Advisors
11
Citadel Advisors
Florida
$4.73M +$3.64M +17,844 +411%
Renaissance Technologies
12
Renaissance Technologies
New York
$4.43M +$40.8K +200 +1%
ACA
13
Aptus Capital Advisors
Alabama
$4.36M +$314K +1,543 +8%
AC
14
Aristides Capital
Kentucky
$3.84M – – –
GPGA
15
Grandeur Peak Global Advisors
Utah
$3.4M +$467K +2,290 +17%
Northern Trust
16
Northern Trust
Illinois
$3.19M +$99.8K +490 +3%
AC
17
Annandale Capital
Texas
$2.56M +$2.01M +9,854 +459%
CYG
18
Clean Yield Group
Vermont
$2.11M -$535K -2,628 -21%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$1.92M +$1.71M +8,382 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.91M +$2.24K +11 +0.1%
GW
21
GW & Wade
Massachusetts
$1.88M +$1.8M +8,828 New
American Century Companies
22
American Century Companies
Missouri
$1.84M +$96K +471 +6%
Corient Private Wealth
23
Corient Private Wealth
Florida
$1.82M +$1.74M +8,540 New
BWP
24
Baldwin Wealth Partners
Massachusetts
$1.8M -$180K -883 -9%
LIP
25
Liontrust Investment Partners
United Kingdom
$1.68M – – –
1
2 3 4 5

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.