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Harmony Gold Mining

102 hedge funds and large institutions have $304M invested in Harmony Gold Mining in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $285M → $304M (+$19.3M)

2.91% less ownership

Funds ownership: 25.81%22.91% (-2.9%)

4% less funds holding

Funds holding: 106102 (-4)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

42% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 38

58% less call options, than puts

Call options by funds: $1.36M | Put options by funds: $3.25M

Holders
102
Holders Change
-4
Holders Change %
-3.77%
% of All Funds
2.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
22
Reduced
38
Closed
18
Calls
$1.36M
Puts
$3.25M
Net Calls
-$1.89M
Net Calls Change
-$630K
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$68M -$6.19M -2,025,548 -8%
BG
2
BlackRock Group
United Kingdom
$46.8M +$405K +132,500 +0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$31.8M +$887K +289,962 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$18.5M +$16.9M +5,517,583 +1,021%
USAA
5
United Services Automobile Association
Texas
$15.9M
First Eagle Investment Management
6
First Eagle Investment Management
New York
$10.1M -$38.1M -12,458,103 -79%
RCIM
7
Russell Clark Investment Management
United Kingdom
$9.71M +$9.74M +3,184,600 New
AQR Capital Management
8
AQR Capital Management
Connecticut
$9.09M +$4.89M +1,598,325 +116%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$8.23M -$156K -51,000 -2%
Renaissance Technologies
10
Renaissance Technologies
New York
$7.02M -$11M -3,605,719 -61%
GH
11
GAM Holding
Switzerland
$6.83M +$1.82M +594,044 +36%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$6.11M -$1.11M -363,200 -15%
BlackRock
13
BlackRock
New York
$5.22M -$222K -72,663 -4%
CA
14
Commerzbank Aktiengesellschaft
Germany
$5.15M +$1.86M +608,319 +56%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$4.55M -$306 -100 -0%
AAMU
16
AEGON Asset Management (UK)
United Kingdom
$4.42M +$4.43M +1,450,000 New
Two Sigma Investments
17
Two Sigma Investments
New York
$4.08M -$1.81M -592,824 -31%
Millennium Management
18
Millennium Management
New York
$3.33M +$1.46M +479,029 +78%
SG Americas Securities
19
SG Americas Securities
New York
$2.95M +$366K +119,575 +14%
SFM
20
Systematic Financial Management
New Jersey
$2.46M -$74.1K -24,250 -3%
USGIU
21
U.S. Global Investors (USGI)
Texas
$2.38M
Goldman Sachs
22
Goldman Sachs
New York
$2.26M -$26.5K -8,658 -1%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$2.15M
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$1.83M +$1.83M +600,000 New
HI
25
HBK Investments
Texas
$1.82M -$128K -42,000 -7%

HMY Hedge Fund Activity: Q1 2014 in Review

102 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Harmony Gold Mining (HMY) for Q1 2014, worth a combined $304M — up 6.8% from $285M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HMY and 16 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 22 added.

The largest buyer was Wellington Management Group, adding an estimated $16.9M. The largest seller was First Eagle Investment Management, cutting an estimated $38.1M.

  • 102 institutional investors held Harmony Gold Mining (HMY) as of Q1 2014, down from 106 in Q4 2013.
  • Funds reported $304M of Harmony Gold Mining stock for Q1 2014, up 6.8% quarter-over-quarter.
  • 16 funds opened new Harmony Gold Mining positions in Q1 2014 and 18 closed out, a net change of -2 holders.
  • The largest Harmony Gold Mining buyer in Q1 2014 was Wellington Management Group, an estimated $16.9M added.
  • The largest Harmony Gold Mining seller in Q1 2014 was First Eagle Investment Management, an estimated $38.1M sold.

Based on aggregated 13F filings for Q1 2014.