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Hennessy Advisors

36 hedge funds and large institutions have $25.5M invested in Hennessy Advisors in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

10% less capital invested

Capital invested by funds: $28.2M → $25.5M (-$2.69M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
36
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$4.49M
2
$3.31M
3
$2.46M
4
$2.33M
5
$2.27M
6
$1.51M
7
$1.24M
8
$1.22M
9
$1.12M
10
$945K
11
$756K
12
$521K
13
$429K
14
$418K
15
$326K
16
$292K
17
$264K
18
$249K
19
$234K
20
$228K
21
$228K
22
$219K
23
$120K
24
$99K
25
$78K