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Hennessy Advisors

45 hedge funds and large institutions have $27.8M invested in Hennessy Advisors in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

64% more capital invested

Capital invested by funds: $17M → $27.8M (+$10.9M)

29% more funds holding

Funds holding: 3545 (+10)

Holders
45
Holders Change
+10
Holders Change %
+28.57%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
17
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Perritt Capital Management
Illinois
$4.24M +$187K +8,700 +5%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.78M
GIP
3
Granite Investment Partners
California
$2.81M +$127K +5,915 +5%
BFA
4
BlackRock Fund Advisors
California
$2.58M +$2.24M +104,292 +925%
MCM
5
Maltese Capital Management
New York
$2.21M +$32.3K +1,506 +2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.17M +$249K +11,586 +28%
ACM
7
Ativo Capital Management
Illinois
$1.12M +$437K +20,371 +68%
EGA
8
Eagle Global Advisors
Texas
$957K
BIT
9
BlackRock Institutional Trust
California
$929K +$657K +30,603 +278%
Northern Trust
10
Northern Trust
Illinois
$877K +$844K +39,311 New
State Street
11
State Street
Massachusetts
$736K +$708K +32,949 New
Renaissance Technologies
12
Renaissance Technologies
New York
$663K +$361K +16,800 +130%
GPGA
13
Grandeur Peak Global Advisors
Utah
$636K -$330K -15,359 -35%
Bank of America
14
Bank of America
North Carolina
$549K +$28.1K +1,307 +6%
WCWM
15
Willow Creek Wealth Management
California
$481K
CSIC
16
Clifford Swan Investment Counsel
California
$452K
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$384K +$322K +14,989 +674%
BIM
18
BlackRock Investment Management
Delaware
$364K +$334K +15,561 +2,053%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$361K -$110K -5,120 -24%
APCM
20
Arbiter Partners Capital Management
New York
$334K -$96.6K -4,500 -23%
TCIM
21
TIAA CREF Investment Management
New York
$313K +$301K +14,033 New
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$311K +$19K +885 +7%
JIC
23
Joel Isaacson & Co
New York
$301K
Deutsche Bank
24
Deutsche Bank
Germany
$272K +$94.6K +4,407 +56%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$202K +$195K +9,072 New

HNNA Hedge Fund Activity: Q2 2016 in Review

45 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hennessy Advisors (HNNA) for Q2 2016, worth a combined $27.8M — up 64% from $17M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HNNA positions and 3 closed out — a net gain of 10 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.24M. The largest seller was Grandeur Peak Global Advisors, cutting an estimated $330K.

  • 45 institutional investors held Hennessy Advisors (HNNA) as of Q2 2016, up from 35 in Q1 2016.
  • Funds reported $27.8M of Hennessy Advisors stock for Q2 2016, up 64% quarter-over-quarter.
  • 13 funds opened new Hennessy Advisors positions in Q2 2016 and 3 closed out, a net change of +10 holders.
  • The largest Hennessy Advisors buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $2.24M added.
  • The largest Hennessy Advisors seller in Q2 2016 was Grandeur Peak Global Advisors, an estimated $330K sold.

Based on aggregated 13F filings for Q2 2016.