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Holley
HLLY

Overview Fund Activity

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.

Holders
118
Holders Change
+27
Holders Change %
+29.67%
% of All Funds
1.88%
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

1
JFG
1
Jefferies Financial Group
New York
$12M
2
AFM
2
Anson Funds Management
Texas
$3.62M
3
BAMCO Inc
3
BAMCO Inc
New York
$25M
4
CAM
4
ClariVest Asset Management
California
$1.6M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$1.54M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$20M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$71M
3
Victory Capital Management
3
Victory Capital Management
Texas
$2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.05M
5
UBS AM
5
UBS AM
Illinois
$148K
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
51
State of Wyoming
Wyoming
$208K +$208K +41,635 New
MF
52
Magnetar Financial
Illinois
$200K +$200K +40,000 New
LAS
53
Lloyd Advisory Services
Georgia
$199K +$199K +39,884 New
NG
54
Norden Group
Utah
$199K +$199K +39,884 New
PWG
55
Portside Wealth Group
Utah
$199K -$8.7K -1,747 -4%
PWPS
56
Pinnacle Wealth Planning Services
Ohio
$192K – – –
UBS Group
57
UBS Group
Switzerland
$176K +$17.4K +3,488 +11%
CS
58
Credit Suisse
Switzerland
$166K +$166K +33,360 New
GCM
59
Graham Capital Management
Connecticut
$162K +$162K +32,398 New
Squarepoint
60
Squarepoint
New York
$151K +$151K +30,338 New
MIM
61
MetLife Investment Management
New Jersey
$150K – – –
UBS AM
62
UBS AM
Illinois
$148K -$234K -46,882 -61%
BTWM
63
Baker Tilly Wealth Management
Wisconsin
$146K -$35.6K -7,128 -20%
SWM
64
Spire Wealth Management
Virginia
$139K +$119K +23,828 +584%
AIG
65
American International Group
New York
$131K +$4.68K +937 +4%
Franklin Resources
66
Franklin Resources
California
$124K +$124K +24,825 New
AWAU
67
Alliance Wealth Advisors (Utah)
Utah
$116K +$978 +196 +0.8%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$116K -$190 -38 -0.2%
AllianceBernstein
69
AllianceBernstein
Tennessee
$110K +$38.3K +7,680 +54%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$109K – – –
CMBA
71
C.M. Bidwell & Associates
Hawaii
$109K +$109K +21,750 New
GAM
72
Gotham Asset Management
New York
$106K +$106K +21,197 New
CAC
73
Certified Advisory Corp
Florida
$106K +$4.99K +1,000 +5%
Connor, Clark & Lunn Investment Management (CC&L)
74
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$103K +$103K +20,684 New
CMF
75
Counterpoint Mutual Funds
California
$100K +$100K +20,091 New
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