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Harmonic Inc

224 hedge funds and large institutions have $1.8B invested in Harmonic Inc in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 76 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,409% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $721K

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more capital invested

Capital invested by funds: $1.61B → $1.8B (+$195M)

11% more funds holding

Funds holding: 202224 (+22)

0.76% more ownership

Funds ownership: 99.2%99.96% (+0.76%)

10% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 84

Holders
224
Holders Change
+22
Holders Change %
+10.89%
% of All Funds
3.52%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
45
Increased
76
Reduced
84
Closed
22
Calls
$10.9M
Puts
$721K
Net Calls
+$10.2M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
201
Lindbrook Capital
California
$15.1K
HT
202
Headlands Technologies
Illinois
$14.7K +$14.5K +906 New
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$10K +$144 +9 +2%
HMS
204
Hanseatic Management Services
New Mexico
$9K
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$7.42K +$144 +9 +2%
Simplex Trading
206
Simplex Trading
Illinois
$7K -$29.2K -1,822 -80%
PFBT
207
Parkside Financial Bank & Trust
Missouri
$6K
S
208
SignatureFD
Georgia
$4.45K -$128 -8 -3%
TAM
209
Tucker Asset Management
Colorado
$4.04K
ACM
210
Antonetti Capital Management
Florida
$3.88K
SPIA
211
Steward Partners Investment Advisory
New York
$3.88K
BIA
212
Bell Investment Advisors
California
$2.93K +$112 +7 +4%
HNB
213
Huntington National Bank
Ohio
$2.44K
SWM
214
Sugarloaf Wealth Management
Georgia
$1.86K
IPW
215
Impact Partnership Wealth
Georgia
$1.52K +$1.51K +94 New
GRP
216
Global Retirement Partners
California
$1.42K -$466 -29 -25%
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$1.29K
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$1.23K
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$986 +$979 +61 New
UB
220
UMB Bank
Missouri
$873
FGAM
221
Financial Gravity Asset Management
Texas
$705 +$257 +16 New
VCM
222
Versant Capital Management
Arizona
$631 +$626 +39 New
AWM
223
Abound Wealth Management
Tennessee
$324 +$321 +20 New
FFA
224
Farther Finance Advisors
California
$275
Alyeska Investment Group
225
Alyeska Investment Group
Illinois
-$5.18M -354,758 Closed

HLIT Hedge Fund Activity: Q2 2023 in Review

224 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Harmonic Inc (HLIT) for Q2 2023, worth a combined $1.8B — up 12% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new HLIT positions and 22 closed out — a net gain of 23 holders — while 76 added to existing stakes and 84 trimmed.

The largest buyer was Ameriprise, adding an estimated $31.4M. The largest seller was Scopia Capital Management, cutting an estimated $44.6M.

  • 224 institutional investors held Harmonic Inc (HLIT) as of Q2 2023, up from 202 in Q1 2023.
  • Funds reported $1.8B of Harmonic Inc stock for Q2 2023, up 12% quarter-over-quarter.
  • 45 funds opened new Harmonic Inc positions in Q2 2023 and 22 closed out, a net change of +23 holders.
  • The largest Harmonic Inc buyer in Q2 2023 was Ameriprise, an estimated $31.4M added.
  • The largest Harmonic Inc seller in Q2 2023 was Scopia Capital Management, an estimated $44.6M sold.

Based on aggregated 13F filings for Q2 2023.