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Harley-Davidson

495 hedge funds and large institutions have $6.86B invested in Harley-Davidson in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 170 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 525495 (-30)

7.94% less ownership

Funds ownership: 103.33%95.39% (-7.9%)

19% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 170

22% less capital invested

Capital invested by funds: $8.79B → $6.86B (-$1.93B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

35% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 72

39% less call options, than puts

Call options by funds: $89.3M | Put options by funds: $146M

Holders
495
Holders Change
-30
Holders Change %
-5.71%
% of All Funds
11.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
47
Increased
137
Reduced
170
Closed
72
Calls
$89.3M
Puts
$146M
Net Calls
-$56.2M
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
476
Convergence Investment Partners
Florida
$2K +$2.15K +45 New
TC
477
Trilogy Capital
California
$2K +$2.39K +50 New
Nomura Holdings
478
Nomura Holdings
Japan
$1.24K +$870K +18,177 +169%
GFP
479
Gryphon Financial Partners
Ohio
$1K -$335 -7 -19%
BWM
480
Baystate Wealth Management
Massachusetts
$1K
BWA
481
BDO Wealth Advisors
Florida
$1K
EA
482
Edge Advisors
Georgia
$1K
EFSCE
483
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
OFW
484
Omnia Family Wealth
Florida
$1K
RFM
485
Royal Fund Management
Florida
$1K
TFO
486
Tarbox Family Office
California
$1K
TFA
487
Transamerica Financial Advisors
Florida
$1K +$48 +1 +5%
AC
488
Avestar Capital
New York
$1K +$574 +12 New
FGC
489
Financial Gravity Companies
Texas
$1K +$622 +13 +186%
FGAM
490
Financial Gravity Asset Management
Texas
$1K +$957 +20 New
PA
491
Parallel Advisors
California
$1K +$1.15K +24 New
ACS
492
Archford Capital Strategies
Illinois
$1K +$1.39K +29 New
SWA
493
Sutton Wealth Advisors
Florida
$472
State of New Jersey Common Pension Fund D
494
State of New Jersey Common Pension Fund D
New Jersey
-$35.6M -700,000 Closed
NIMC
495
NWQ Investment Management Company
California
-$13.2M -259,979 Closed
GAM
496
Gotham Asset Management
New York
-$9.57M -188,089 Closed
CC
497
Carlson Capital
Texas
-$9.07M -178,366 Closed
OCM
498
Olstein Capital Management
New York
-$4.48M -88,000 Closed
ERIM
499
Eagle Ridge Investment Management
Connecticut
-$4.42M -86,791 Closed
Millennium Management
500
Millennium Management
New York
-$3.38M -66,343 Closed