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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFG
Jefferies Financial Group
New York
|
+$13.6M |
| 2 |
AFM
Anson Funds Management
Dallas,
Texas
|
+$4.11M |
| 3 |
BAMCO Inc
New York
|
+$2.83M |
| 4 |
CAM
ClariVest Asset Management
San Diego,
California
|
+$1.82M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$1.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$3.42M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$663K |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$483K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$475K |
| 5 |
UBS AM
Chicago,
Illinois
|
-$265K |
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.