Holley
HLLY
115 hedge funds and large institutions have $232M invested in Holley in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 18 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 30
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.22% less ownership
Funds ownership: 40.4% → 40.18% (-0.22%)
3% less capital invested
Capital invested by funds: $239M → $232M (-$6.98M)
3% less funds holding
Funds holding: 118 → 115 (-3)
10% less call options, than puts
Call options by funds: $575K | Put options by funds: $639K
11% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.46M |
| 2 |
ACM
Atalaya Capital Management
New York
|
+$2.12M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.74M |
| 4 |
BlackRock
New York
|
+$1.25M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$983K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$11.9M |
| 2 |
Jane Street
New York
|
-$594K |
| 3 |
Bank of New York Mellon
New York
|
-$372K |
| 4 |
Renaissance Technologies
New York
|
-$361K |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$331K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QT
126
Quantbot Technologies
New York
| – | -$99.7K | -19,977 | Closed |
|
127
Point72 Asset Management
Stamford,
Connecticut
| – | -$68.8K | -13,791 | Closed |
|
|
RJA
128
Raymond James & Associates
St Petersburg,
Florida
| – | -$66.4K | -13,303 | Closed |
|
129
HighTower Advisors
Chicago,
Illinois
| – | -$52K | -10,448 | Closed |
|
130
Group One Trading
Chicago,
Illinois
| – | -$1.87K | -424 | Closed |
|
131
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$594 | -119 | Closed |
|
|
AF
132
Allworth Financial
Folsom,
California
| – | -$330 | -66 | Closed |
|
|
C
133
Covestor
London,
United Kingdom
| – | -$9 | -2 | -9% |
|
HLLY Hedge Fund Activity: Q4 2023 in Review
115 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Holley (HLLY) for Q4 2023, worth a combined $232M — down 2.9% from $239M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of HLLY and 16 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 42 added.
The largest buyer was Morgan Stanley, adding an estimated $2.46M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $11.9M.
- 115 institutional investors held Holley (HLLY) as of Q4 2023, down from 118 in Q3 2023.
- Funds reported $232M of Holley stock for Q4 2023, down 2.9% quarter-over-quarter.
- 16 funds opened new Holley positions in Q4 2023 and 18 closed out, a net change of -2 holders.
- The largest Holley buyer in Q4 2023 was Morgan Stanley, an estimated $2.46M added.
- The largest Holley seller in Q4 2023 was Kayne Anderson Rudnick Investment Management, an estimated $11.9M sold.
Based on aggregated 13F filings for Q4 2023.