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Hennessy Advisors

32 hedge funds and large institutions have $18.4M invested in Hennessy Advisors in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

0% less capital invested

Capital invested by funds: $18.4M → $18.4M (-$38.2K)

0.3% less ownership

Funds ownership: 15.77%15.47% (-0.3%)

22% less funds holding

Funds holding: 4132 (-9)

90% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 10

Holders
32
Holders Change
-9
Holders Change %
-21.95%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
15
Reduced
7
Closed
10
Calls
Puts
Net Calls
Net Calls Change

HNNA Hedge Fund Activity: Q3 2017 in Review

32 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Hennessy Advisors (HNNA) for Q3 2017, worth a combined $18.4M — down 0.21% from $18.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HNNA and 1 opened new positions — a net loss of 9 holders — while 7 trimmed existing stakes and 15 added.

The largest buyer was Wellington Management Group, adding an estimated $530K. The largest seller was Legal & General Group, exiting entirely with an estimated $744K sold.

  • 32 institutional investors held Hennessy Advisors (HNNA) as of Q3 2017, down from 41 in Q2 2017.
  • Funds reported $18.4M of Hennessy Advisors stock for Q3 2017, down 0.21% quarter-over-quarter.
  • 1 fund opened new Hennessy Advisors positions in Q3 2017 and 10 closed out, a net change of -9 holders.
  • The largest Hennessy Advisors buyer in Q3 2017 was Wellington Management Group, an estimated $530K added.
  • The largest Hennessy Advisors seller in Q3 2017 was Legal & General Group, an estimated $744K sold.

Based on aggregated 13F filings for Q3 2017.