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Harmony Gold Mining

100 hedge funds and large institutions have $366M invested in Harmony Gold Mining in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

964% more call options, than puts

Call options by funds: $6.14M | Put options by funds: $577K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.23% less ownership

Funds ownership: 33.06%30.84% (-2.2%)

15% less funds holding

Funds holding: 117100 (-17)

22% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 37

42% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 31

44% less capital invested

Capital invested by funds: $651M → $366M (-$285M)

Holders
100
Holders Change
-17
Holders Change %
-14.53%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
18
Increased
29
Reduced
37
Closed
31
Calls
$6.14M
Puts
$577K
Net Calls
+$5.56M
Net Calls Change
+$759K
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$133M -$16.3M -4,951,194 -8%
Renaissance Technologies
2
Renaissance Technologies
New York
$30.7M +$2.09M +636,747 +5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$30M +$2.41M +732,995 +6%
LIM
4
Lingotto Investment Management
United Kingdom
$25.8M
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$22.1M +$14.4M +4,389,711 +77%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$16.9M -$278K -84,663 -1%
Invesco
7
Invesco
Georgia
$12.2M +$3.32M +1,010,000 +22%
BlackRock
8
BlackRock
New York
$10.8M +$1.8M +548,846 +12%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$7.31M +$4.6M +1,400,598 +86%
RL
10
Ruffer LLP
United Kingdom
$5.94M
Morgan Stanley
11
Morgan Stanley
New York
$5.67M -$25.6M -7,781,503 -75%
Connor, Clark & Lunn Investment Management (CC&L)
12
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.33M +$941K +286,472 +13%
PCP
13
Polunin Capital Partners
United Kingdom
$4.52M
Barclays
14
Barclays
United Kingdom
$4.5M +$3.11M +945,890 +84%
GF
15
Gabelli Funds
New York
$4.35M -$2.2M -670,000 -25%
Jane Street
16
Jane Street
New York
$4.05M +$6.1M +1,856,098 New
Man Group
17
Man Group
United Kingdom
$3.05M +$3.84M +1,169,415 +506%
Lazard Asset Management
18
Lazard Asset Management
New York
$2.81M -$2.55M -777,646 -38%
American Century Companies
19
American Century Companies
Missouri
$2.65M +$1.82M +553,845 +84%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$2.46M +$344K +104,887 +10%
Millennium Management
21
Millennium Management
New York
$2.41M +$142K +43,258 +4%
USGIU
22
U.S. Global Investors (USGI)
Texas
$2.07M +$39.8K +12,111 +1%
FIM
23
Freedom Investment Management
Connecticut
$1.95M -$120K -36,637 -5%
UBS AM
24
UBS AM
Illinois
$1.89M -$155K -47,100 -5%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$1.52M +$414K +126,100 +22%

HMY Hedge Fund Activity: Q1 2020 in Review

100 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Harmony Gold Mining (HMY) for Q1 2020, worth a combined $366M — down 44% from $651M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of HMY and 18 opened new positions — a net loss of 13 holders — while 37 trimmed existing stakes and 29 added.

The largest buyer was Acadian Asset Management, adding an estimated $14.4M. The largest seller was Morgan Stanley, cutting an estimated $25.6M.

  • 100 institutional investors held Harmony Gold Mining (HMY) as of Q1 2020, down from 117 in Q4 2019.
  • Funds reported $366M of Harmony Gold Mining stock for Q1 2020, down 44% quarter-over-quarter.
  • 18 funds opened new Harmony Gold Mining positions in Q1 2020 and 31 closed out, a net change of -13 holders.
  • The largest Harmony Gold Mining buyer in Q1 2020 was Acadian Asset Management, an estimated $14.4M added.
  • The largest Harmony Gold Mining seller in Q1 2020 was Morgan Stanley, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2020.