We are live on ! Find out more
HLIT icon

Harmonic Inc

199 hedge funds and large institutions have $1.58B invested in Harmonic Inc in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more call options, than puts

Call options by funds: $3.5M | Put options by funds: $950K

0% more funds holding

Funds holding: 199199 (0)

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

2% less capital invested

Capital invested by funds: $1.61B → $1.58B (-$33.2M)

5.15% less ownership

Funds ownership: 110.15%105% (-5.2%)

17% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 77

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
199
Holders Change
Holders Change %
0%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
32
Increased
64
Reduced
77
Closed
32
Calls
$3.5M
Puts
$950K
Net Calls
+$2.55M
Net Calls Change
-$5.97M
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
176
Catalyst Funds Management
Australia
$5.38K +$5.1K +400 New
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$3K +$140 +11 +4%
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$2K +$1.26K +99 +198%
AF
179
Allworth Financial
California
$1.68K
SWM
180
Sugarloaf Wealth Management
Georgia
$1.55K
EWA
181
EverSource Wealth Advisors
Alabama
$1.33K +$1.58K +124 New
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$1.31K +$1.28K +100 New
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$1.26K
GRP
184
Global Retirement Partners
California
$1.18K
PS
185
Principal Securities
Iowa
$1.17K +$613 +48 +123%
A
186
AlphaQuest
New York
$1.09K +$1.03K +81 New
FMII
187
Farmers & Merchants Investments Inc
Nebraska
$1.02K
BIA
188
Bell Investment Advisors
California
$968
FFA
189
Farther Finance Advisors
California
$888
UB
190
UMB Bank
Missouri
$726
PWMG
191
Private Wealth Management Group
New Jersey
$565
PA
192
Parallel Advisors
California
$444
PFBT
193
Parkside Financial Bank & Trust
Missouri
$431
ECM
194
Everence Capital Management
Indiana
$398
AWM
195
Avior Wealth Management
Nebraska
$282 -$134K -10,499 -100%
AWM
196
Abound Wealth Management
Tennessee
$269
FGAM
197
Financial Gravity Asset Management
Texas
$148 +$140 +11 New
RIL
198
Rothschild Investment LLC
Illinois
$134 +$128 +10 New
Alyeska Investment Group
199
Alyeska Investment Group
Illinois
-$20.7M -1,584,806 Closed
Westfield Capital Management
200
Westfield Capital Management
Massachusetts
-$19.3M -1,476,793 Closed

HLIT Hedge Fund Activity: Q1 2024 in Review

199 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Harmonic Inc (HLIT) for Q1 2024, worth a combined $1.58B — down 2.1% from $1.61B a quarter earlier.

Fund positioning in HLIT was balanced in Q1 2024: 32 funds opened new positions, 32 closed out, 64 added to existing stakes and 77 trimmed.

The largest buyer was Millennium Management, adding an estimated $20M. The largest seller was Morgan Stanley, cutting an estimated $22.1M.

  • 199 institutional investors held Harmonic Inc (HLIT) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $1.58B of Harmonic Inc stock for Q1 2024, down 2.1% quarter-over-quarter.
  • 32 funds opened new Harmonic Inc positions in Q1 2024 and 32 closed out, a net change of 0 holders.
  • The largest Harmonic Inc buyer in Q1 2024 was Millennium Management, an estimated $20M added.
  • The largest Harmonic Inc seller in Q1 2024 was Morgan Stanley, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2024.