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Hennessy Advisors
HNNA

27 hedge funds and large institutions have $9.1M invested in Hennessy Advisors in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

7% more capital invested

Capital invested by funds: $8.55M → $9.1M (+$556K)

4% more funds holding

Funds holding: 26 → 27 (+1)

0.09% more ownership

Funds ownership: 11.1% → 11.18% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
4
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$216K
2
YMRC
Yorktown Management & Research Company
Virginia
+$194K
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.1K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$3.96K
5
Bank of America
Bank of America
North Carolina
+$604

Top Sellers

1
PCM
Perritt Capital Management
Illinois
-$268K
2
Morgan Stanley
Morgan Stanley
New York
-$168K
3
ZIM
ZPR Investment Management
Florida
-$153K
4
Deutsche Bank
Deutsche Bank
Germany
-$64.9K
5
BlackRock
BlackRock
New York
-$40.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
26
ZPR Investment Management
Florida
– -$153K -15,763 Closed
UBS Group
27
UBS Group
Switzerland
– -$4K -450 Closed
Wells Fargo
28
Wells Fargo
California
– +$10 +1 New
Barclays
29
Barclays
United Kingdom
– +$287 +29 New
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