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Harley-Davidson
HOG

Overview Fund Activity

540 hedge funds and large institutions have $7.65B invested in Harley-Davidson in 2015 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 145 increasing their positions, 226 reducing their positions, and 67 closing their positions.

Holders
540
Holders Change
+3
Holders Change %
+0.56%
% of All Funds
14.18%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
75
Increased
145
Reduced
226
Closed
67
Calls
$117M
Puts
$212M
Net Calls
-$94.9M
Net Calls Change
-$77.8M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$359M
2
IFP
2
Independent Franchise Partners
United Kingdom
$91.8M
3
Invesco
3
Invesco
Georgia
$153M
4
IAM
4
Impala Asset Management
Florida
$73.4M
5
MAMU
5
Marathon Asset Management (UK)
United Kingdom
$58.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$241M
2
Boston Partners
2
Boston Partners
Massachusetts
$62.5M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$11M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$96.7M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$2.16M
Name Market Value Shares Shares
Change 		Shares
Change %
RB
376
Rodgers Brothers
Pennsylvania
$241K 5,300 +5,300 New
PTC
377
Petrus Trust Company
Texas
$239K 5,274 +5,274 New
PL
378
Parthenon LLC
Kentucky
$238K 5,245 +20 +0.4%
DI
379
Diligent Investors
California
$234K 5,156 – –
ICAS
380
Investors Capital Advisory Services
Massachusetts
$229K 5,050 – –
Teacher Retirement System of Texas
381
Teacher Retirement System of Texas
Texas
$228K 5,018 -6,131 -55%
HEIP
382
Hudson Edge Investment Partners
New Jersey
$228K 5,025 -1,445 -22%
FIM
383
Freedom Investment Management
Connecticut
$225K 4,967 -30,640 -86%
Daiwa Securities Group
384
Daiwa Securities Group
Japan
$222K 4,900 -128,119 -96%
BHWM
385
Bar Harbor Wealth Management
New Hampshire
$219K 4,819 +1,145 +31%
CI
386
Conning Inc
Connecticut
$218K 4,806 -320 -6%
PGIM
387
Pacific Global Investment Management
California
$216K 4,748 +25 +0.5%
SPC
388
Sigma Planning Corp
Michigan
$215K 4,742 +51 +1%
MWAC
389
Mariner Wealth Advisors (Cincinnati)
Ohio
$215K 4,735 +4,735 New
CC
390
ClearArc Capital
Ohio
$213K 4,682 -303 -6%
KA
391
Kovack Advisors
Florida
$211K 4,657 -85 -2%
FNFDCM
392
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$209K 4,600 – –
SB
393
Suntrust Banks
Georgia
$208K 4,602 +4,602 New
NEIRG
394
New England Investment & Retirement Group
Massachusetts
$204K 4,497 +1 +0%
FAAS
395
First Allied Advisory Services
California
$204K 4,498 +4,498 New
CS
396
Candriam SCA
Luxembourg
$202K 4,450 -2,826 -39%
SAM
397
SignalPoint Asset Management
Missouri
$201K 4,421 – –
EOJOAM
398
E. Ohman J:or Asset Management
Sweden
$200K 4,400 – –
HNB
399
Huntington National Bank
Ohio
$195K 4,296 -1,169 -21%
CLOS
400
Compagnie Lombard Odier SCmA
Switzerland
$182K 4,000 +4,000 New
14 15
16
17 18