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Holley
HLLY

118 hedge funds and large institutions have $239M invested in Holley in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 7

48% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 25

38% more capital invested

Capital invested by funds: $173M → $239M (+$65.1M)

30% more funds holding

Funds holding: 91 → 118 (+27)

4.53% more ownership

Funds ownership: 35.87% → 40.4% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5% less call options, than puts

Call options by funds: $882K | Put options by funds: $931K

Holders
118
Holders Change
+27
Holders Change %
+29.67%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
34
Increased
37
Reduced
25
Closed
7
Calls
$882K
Puts
$931K
Net Calls
-$49K
Net Calls Change
+$179K

Top Buyers

Rank Fund Capital Flow
1
JFG
Jefferies Financial Group
New York
+$13.6M
2
AFM
Anson Funds Management
Texas
+$4.11M
3
BAMCO Inc
BAMCO Inc
New York
+$2.83M
4
CAM
ClariVest Asset Management
California
+$1.82M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.42M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$663K
3
Victory Capital Management
Victory Capital Management
Texas
-$483K
4
Citadel Advisors
Citadel Advisors
Florida
-$475K
5
UBS AM
UBS AM
Illinois
-$265K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$1.21M +$1.37M +242,500 New
Citadel Advisors
27
Citadel Advisors
Florida
$1.05M -$475K -83,854 -29%
N
28
Nuveen
North Carolina
$1.04M – – –
Two Sigma Investments
29
Two Sigma Investments
New York
$925K +$1.05M +185,334 New
ACM
30
Atalaya Capital Management
New York
$888K -$124K -21,954 -11%
PA
31
Parafestas Anastasios
$828K – – –
Jane Street
32
Jane Street
New York
$809K +$918K +162,171 New
Stifel Financial
33
Stifel Financial
Missouri
$772K -$11.4K -2,016 -1%
DAM
34
Deltec Asset Management
New York
$574K +$651K +115,000 New
Swiss National Bank
35
Swiss National Bank
Switzerland
$519K +$589K +104,000 New
Goldman Sachs
36
Goldman Sachs
New York
$518K +$187K +33,061 +47%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$512K +$20.6K +3,636 +4%
XT
38
XTX Topco
Cayman Islands
$509K +$578K +102,075 New
TI
39
Trexquant Investment
Connecticut
$493K +$560K +98,876 New
US Bancorp
40
US Bancorp
Minnesota
$475K +$107K +18,926 +25%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$391K +$7.73K +1,365 +2%
CSS
42
Cubist Systematic Strategies
Connecticut
$331K +$376K +66,360 New
M&T Bank
43
M&T Bank
New York
$301K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$293K +$19K +3,356 +6%
DA
45
Denali Advisors
California
$290K +$330K +58,200 New
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$267K +$203K +35,903 +204%
JCG
47
John C. Goff
$264K – – –
Legal & General Group
48
Legal & General Group
United Kingdom
$258K +$264K +46,548 +919%
JP Morgan Chase
49
JP Morgan Chase
New York
$250K +$51.9K +9,160 +22%
CIBC World Market
50
CIBC World Market
Ontario, Canada
$216K +$189K +33,300 +333%
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HLLY Hedge Fund Activity: Q3 2023 in Review

118 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Holley (HLLY) for Q3 2023, worth a combined $239M — up 38% from $173M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new HLLY positions and 7 closed out — a net gain of 27 holders — while 37 added to existing stakes and 25 trimmed.

The largest buyer was Jefferies Financial Group, opening a new position worth an estimated $13.6M. The largest seller was Allspring Global Investments, cutting an estimated $3.42M.

  • 118 institutional investors held Holley (HLLY) as of Q3 2023, up from 91 in Q2 2023.
  • Funds reported $239M of Holley stock for Q3 2023, up 38% quarter-over-quarter.
  • 34 funds opened new Holley positions in Q3 2023 and 7 closed out, a net change of +27 holders.
  • The largest Holley buyer in Q3 2023 was Jefferies Financial Group, an estimated $13.6M added.
  • The largest Holley seller in Q3 2023 was Allspring Global Investments, an estimated $3.42M sold.

Based on aggregated 13F filings for Q3 2023.