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Hennessy Advisors

48 hedge funds and large institutions have $29.7M invested in Hennessy Advisors in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

27.34% more ownership

Funds ownership: 0%27.34% (+27%)

4% more funds holding

Funds holding: 4648 (+2)

8% less capital invested

Capital invested by funds: $32.3M → $29.7M (-$2.62M)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change

HNNA Hedge Fund Activity: Q4 2016 in Review

48 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Hennessy Advisors (HNNA) for Q4 2016, worth a combined $29.7M — down 8.1% from $32.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HNNA positions and 4 closed out — a net gain of 2 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $421K. The largest seller was Granite Investment Partners, cutting an estimated $944K.

  • 48 institutional investors held Hennessy Advisors (HNNA) as of Q4 2016, up from 46 in Q3 2016.
  • Funds reported $29.7M of Hennessy Advisors stock for Q4 2016, down 8.1% quarter-over-quarter.
  • 6 funds opened new Hennessy Advisors positions in Q4 2016 and 4 closed out, a net change of +2 holders.
  • The largest Hennessy Advisors buyer in Q4 2016 was Morgan Stanley, an estimated $421K added.
  • The largest Hennessy Advisors seller in Q4 2016 was Granite Investment Partners, an estimated $944K sold.

Based on aggregated 13F filings for Q4 2016.