We are live on ! Find out more
HLLY icon

Holley

130 hedge funds and large institutions have $151M invested in Holley in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

7% more funds holding

Funds holding: 121130 (+9)

0.77% less ownership

Funds ownership: 43.32%42.56% (-0.77%)

19% less capital invested

Capital invested by funds: $185M → $151M (-$34.5M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
130
Holders Change
+9
Holders Change %
+7.44%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
47
Reduced
37
Closed
13
Calls
$168K
Puts
Net Calls
+$168K
Net Calls Change
-$111K
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
101
MetLife Investment Management
New Jersey
$28.9K -$71.7K -21,405 -69%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$18.9K +$7.89K +2,356 +58%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$18.8K +$2.81K +837 +15%
AIP
104
Ameritas Investment Partners
Nebraska
$15.3K
BWL
105
Bogart Wealth LLC
Virginia
$14.8K +$16.8K +5,000 New
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$13.5K
TRCT
107
Tower Research Capital (TRC)
New York
$12.4K -$9.91K -2,957 -41%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$11K +$409 +122 +3%
AWM
109
Avior Wealth Management
Nebraska
$10.9K
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.59K
EWA
111
EverSource Wealth Advisors
Alabama
$8.67K
AB
112
Amalgamated Bank
New York
$5K
FHA
113
First Horizon Advisors
Tennessee
$4.5K
HNB
114
Huntington National Bank
Ohio
$4.29K +$4.88K +1,455 New
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$3.1K -$225 -67 -6%
William Blair & Company
116
William Blair & Company
Illinois
$2.65K +$3.02K +900 New
HCA
117
Harbor Capital Advisors
Illinois
$2K +$2.3K +686 New
TAM
118
Tucker Asset Management
Colorado
$1.57K -$101 -30 -5%
Osaic Holdings
119
Osaic Holdings
Arizona
$1.31K +$1.35K +404 +1,010%
WWM
120
Wolff Wiese Magana
California
$1.08K
Bessemer Group
121
Bessemer Group
New Jersey
$1K +$670 +200 New
Jones Financial Companies
122
Jones Financial Companies
Missouri
$661 +$731 +218 New
SC
123
SouthState Corp
Florida
$590
VAMG
124
Voisard Asset Management Group
Michigan
$352 +$399 +119 New
CPA
125
Capital Performance Advisors
California
$307 +$349 +104 New