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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 %
WT
426
Whittier Trust
California
$56K 1,234 – –
AF
427
Arrow Financial
New York
$55K 1,207 – –
EDRE
428
Edmond de Rothschild (Europe)
Luxembourg
$48K 1,050 – –
MCA
429
Mercer Capital Advisers
New Jersey
$45K 1,000 – –
CA
430
CapWealth Advisors
Tennessee
$45K 1,000 – –
SEC
431
Seven Eight Capital
New York
$45K 982 +982 New
AFP
432
Ausdal Financial Partners
Iowa
$45K 996 +996 New
GLI
433
Guardian Life Insurance
New York
$41K 904 -310 -26%
AAM
434
Advisors Asset Management
Colorado
$41K 900 -100 -10%
SIM
435
Sonora Investment Management
Arizona
$41K 900 -74 -8%
IPC
436
Independent Portfolio Consultants
Florida
$39K 860 – –
PFBT
437
Parkside Financial Bank & Trust
Missouri
$38K 834 -13 -2%
JFGIW
438
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K 833 +30 +4%
TCM
439
Tradewinds Capital Management
Washington
$37K 810 – –
EWM
440
Evercore Wealth Management
New York
$37K 810 +360 +80%
NFG
441
Next Financial Group
Texas
$33K 733 -183 -20%
FHA
442
First Horizon Advisors
Tennessee
$33K 721 +539 +296%
VIA
443
Vantage Investment Advisors
Pennsylvania
$32K 697 – –
AC
444
Alexandria Capital
Virginia
$32K 700 – –
MI
445
Markston International
New York
$30K 650 – –
SNT
446
Security National Trust
West Virginia
$30K 653 – –
AWM
447
Avior Wealth Management
Nebraska
$30K 663 +4 +0.6%
MFT
448
Moisand Fitzgerald Tamayo
Florida
$28K 615 +615 New
WOC
449
West Oak Capital
California
$27.2K 600 +125 +26%
SAMC
450
Shinko Asset Management Company
Japan
$27K 585 – –
16 17
18
19 20