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Harmony Gold Mining

88 hedge funds and large institutions have $251M invested in Harmony Gold Mining in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $2.16M | Put options by funds: $749K

8% more capital invested

Capital invested by funds: $234M → $251M (+$17.9M)

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.54% less ownership

Funds ownership: 27.48%26.94% (-0.54%)

6% less funds holding

Funds holding: 9488 (-6)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
88
Holders Change
-6
Holders Change %
-6.38%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
27
Reduced
25
Closed
20
Calls
$2.16M
Puts
$749K
Net Calls
+$1.41M
Net Calls Change
-$89K
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$122M +$2.01M +1,148,285 +2%
LIM
2
Lingotto Investment Management
United Kingdom
$23.8M
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$15.6M -$456K -259,679 -3%
Renaissance Technologies
4
Renaissance Technologies
New York
$9.7M +$2.26M +1,290,400 +31%
CI
5
CPMG Inc
Texas
$8.08M -$821K -467,817 -9%
BlackRock
6
BlackRock
New York
$7.48M +$498K +284,007 +7%
GF
7
Gabelli Funds
New York
$7.33M +$3.8M +2,166,000 +112%
Deutsche Bank
8
Deutsche Bank
Germany
$4.59M +$443K +252,805 +11%
Connor, Clark & Lunn Investment Management (CC&L)
9
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.04M +$1.48M +841,907 +60%
Millennium Management
10
Millennium Management
New York
$3.98M +$3.91M +2,226,413 New
RL
11
Ruffer LLP
United Kingdom
$3.88M -$702K -400,000 -16%
Wells Fargo
12
Wells Fargo
California
$3.43M -$900K -513,181 -21%
AA
13
ALPS Advisors
Colorado
$3.27M +$831K +473,760 +35%
CA
14
Commerzbank Aktiengesellschaft
Germany
$2.43M -$164K -93,440 -6%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$2.36M -$351K -200,001 -13%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$2.29M +$2.24M +1,277,901 New
Morgan Stanley
17
Morgan Stanley
New York
$2.27M -$4.17M -2,379,064 -65%
AQR Capital Management
18
AQR Capital Management
Connecticut
$2.21M +$1.8M +1,026,015 +488%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$2.17M +$2.13M +1,211,596 New
FIM
20
Freedom Investment Management
Connecticut
$1.95M -$1.25M -711,076 -39%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$1.8M +$208K +118,419 +13%
OAM
22
Oxford Asset Management
United Kingdom
$1.59M +$1.16M +660,258 +292%
USGIU
23
U.S. Global Investors (USGI)
Texas
$1.52M +$275K +156,993 +23%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$1.45M +$647K +368,874 +83%
Two Sigma Investments
25
Two Sigma Investments
New York
$1.2M +$923K +526,184 +372%

HMY Hedge Fund Activity: Q4 2018 in Review

88 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Harmony Gold Mining (HMY) for Q4 2018, worth a combined $251M — up 7.6% from $234M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of HMY and 15 opened new positions — a net loss of 5 holders — while 25 trimmed existing stakes and 27 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $3.91M. The largest seller was Morgan Stanley, cutting an estimated $4.17M.

  • 88 institutional investors held Harmony Gold Mining (HMY) as of Q4 2018, down from 94 in Q3 2018.
  • Funds reported $251M of Harmony Gold Mining stock for Q4 2018, up 7.6% quarter-over-quarter.
  • 15 funds opened new Harmony Gold Mining positions in Q4 2018 and 20 closed out, a net change of -5 holders.
  • The largest Harmony Gold Mining buyer in Q4 2018 was Millennium Management, an estimated $3.91M added.
  • The largest Harmony Gold Mining seller in Q4 2018 was Morgan Stanley, an estimated $4.17M sold.

Based on aggregated 13F filings for Q4 2018.