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Harmonic Inc

226 hedge funds and large institutions have $1.56B invested in Harmonic Inc in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 71 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $4.49M | Put options by funds: $1.29M

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

18% more capital invested

Capital invested by funds: $1.33B → $1.56B (+$232M)

10% more funds holding

Funds holding: 206226 (+20)

8% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 77

4.71% less ownership

Funds ownership: 96.64%91.93% (-4.7%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
226
Holders Change
+20
Holders Change %
+9.71%
% of All Funds
3.25%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
45
Increased
71
Reduced
77
Closed
24
Calls
$4.49M
Puts
$1.29M
Net Calls
+$3.2M
Net Calls Change
+$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
201
Osaic Holdings
Arizona
$3.64K -$147 -11 -4%
FHA
202
First Horizon Advisors
Tennessee
$3.38K +$3.1K +232 New
GWM
203
Geneos Wealth Management
Colorado
$2.96K +$2.71K +203 New
EWA
204
EverSource Wealth Advisors
Alabama
$2.46K
RIL
205
Rothschild Investment LLC
Illinois
$1.82K +$868 +65 +108%
SWM
206
Sugarloaf Wealth Management
Georgia
$1.68K
PS
207
Principal Securities
Iowa
$1.66K
SCM
208
Sterling Capital Management
North Carolina
$1.65K +$1.51K +113 New
Russell Investments Group
209
Russell Investments Group
United Kingdom
$1.47K -$3.22M -240,779 -100%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$1.46K
FFA
211
Farther Finance Advisors
California
$1.43K +$134 +10 +11%
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$1.37K
GRP
213
Global Retirement Partners
California
$1.28K
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$1.11K
BIA
215
Bell Investment Advisors
California
$977 +$454 +34 +103%
GEA
216
Glen Eagle Advisors
New Jersey
$976
AF
217
Allworth Financial
California
$744
PWMG
218
Private Wealth Management Group
New Jersey
$612
A
219
AlphaQuest
New York
$597 +$548 +41 New
PA
220
Parallel Advisors
California
$583 +$321 +24 +150%
PFBT
221
Parkside Financial Bank & Trust
Missouri
$467
LFG
222
Larson Financial Group
Missouri
$321
Fuller & Thaler Asset Management
223
Fuller & Thaler Asset Management
California
$226
AWM
224
Abound Wealth Management
Tennessee
$190 -$94 -7 -35%
MFG
225
Mendota Financial Group
Wisconsin
$132 +$120 +9 New

HLIT Hedge Fund Activity: Q3 2024 in Review

226 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Harmonic Inc (HLIT) for Q3 2024, worth a combined $1.56B — up 18% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new HLIT positions and 24 closed out — a net gain of 21 holders — while 71 added to existing stakes and 77 trimmed.

The largest buyer was Invesco, adding an estimated $25M. The largest seller was Scopia Capital Management, cutting an estimated $45.4M.

  • 226 institutional investors held Harmonic Inc (HLIT) as of Q3 2024, up from 206 in Q2 2024.
  • Funds reported $1.56B of Harmonic Inc stock for Q3 2024, up 18% quarter-over-quarter.
  • 45 funds opened new Harmonic Inc positions in Q3 2024 and 24 closed out, a net change of +21 holders.
  • The largest Harmonic Inc buyer in Q3 2024 was Invesco, an estimated $25M added.
  • The largest Harmonic Inc seller in Q3 2024 was Scopia Capital Management, an estimated $45.4M sold.

Based on aggregated 13F filings for Q3 2024.