Harmony Gold Mining
125 hedge funds and large institutions have $790M invested in Harmony Gold Mining in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 20 closing their positions.
625% more call options, than puts
Call options by funds: $20.8M | Put options by funds: $2.87M
60% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 20
34% more capital invested
Capital invested by funds: $589M → $790M (+$200M)
23% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 35
10% more funds holding
Funds holding: 114 → 125 (+11)
2.06% more ownership
Funds ownership: 23.39% → 25.45% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
Polunin Capital Partners
London,
United Kingdom
|
+$42.6M |
| 2 |
VanEck Associates
New York
|
+$13.8M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$7.62M |
| 4 |
Two Sigma Investments
New York
|
+$6.36M |
| 5 |
Lazard Asset Management
New York
|
+$5.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIM
Lingotto Investment Management
London,
United Kingdom
|
-$19.6M |
| 2 |
Millennium Management
New York
|
-$8.29M |
| 3 |
Jane Street
New York
|
-$5.56M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$3.91M |
| 5 |
Renaissance Technologies
New York
|
-$2.86M |
HMY Hedge Fund Activity: Q1 2022 in Review
125 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Harmony Gold Mining (HMY) for Q1 2022, worth a combined $790M — up 34% from $589M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new HMY positions and 20 closed out — a net gain of 12 holders — while 43 added to existing stakes and 35 trimmed.
The largest buyer was Polunin Capital Partners, opening a new position worth an estimated $42.6M. The largest seller was Lingotto Investment Management, cutting an estimated $19.6M.
- 125 institutional investors held Harmony Gold Mining (HMY) as of Q1 2022, up from 114 in Q4 2021.
- Funds reported $790M of Harmony Gold Mining stock for Q1 2022, up 34% quarter-over-quarter.
- 32 funds opened new Harmony Gold Mining positions in Q1 2022 and 20 closed out, a net change of +12 holders.
- The largest Harmony Gold Mining buyer in Q1 2022 was Polunin Capital Partners, an estimated $42.6M added.
- The largest Harmony Gold Mining seller in Q1 2022 was Lingotto Investment Management, an estimated $19.6M sold.
Based on aggregated 13F filings for Q1 2022.