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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 %
VRS
576
Virginia Retirement Systems
Virginia
– – -4,383 Closed
ECM
577
Everence Capital Management
Indiana
– – -4,305 Closed
AIP
578
Ameritas Investment Partners
Nebraska
– – -4,028 Closed
BF
579
BOK Financial
Oklahoma
– – -3,993 Closed
CL
580
CPWM LLC
Washington
– – -3,979 Closed
CC
581
Curian Capital
Colorado
– – -3,960 Closed
BRWA
582
B. Riley Wealth Advisors
Florida
– – -3,927 Closed
Calamos Advisors
583
Calamos Advisors
Illinois
– – -3,900 Closed
Bank of Nova Scotia
584
Bank of Nova Scotia
Ontario, Canada
– – -3,872 Closed
SIG
585
Schooner Investment Group
Pennsylvania
– – -2,000 Closed
W
586
Wealthfront
California
– – -1,713 Closed
BAM
587
Barrett Asset Management
New York
– – -1,500 Closed
Cohen & Steers
588
Cohen & Steers
New York
– – -1,100 Closed
LFR
589
Lehman Financial Resources
Pennsylvania
– – -800 Closed
BAM
590
Bruderman Asset Management
New York
– – -602 Closed
BCM
591
Brookstone Capital Management
Illinois
– – -589 Closed
FA
592
Financial Advantage
Maryland
– – -500 Closed
MAS
593
Madden Advisory Services
Florida
– – -400 Closed
BWFA
594
Baltimore-Washington Financial Advisors
Maryland
– – -206 Closed
KPCM
595
Kings Point Capital Management
New York
– – -200 Closed
DBT
596
Dubuque Bank & Trust
Iowa
– – -200 Closed
HCMT
597
Highland Capital Management (Tennessee)
Tennessee
– – -175 Closed
BBHC
598
Brown Brothers Harriman & Co
New York
– – -154 Closed
RPG
599
Risk Paradigm Group
Texas
– – -150 Closed
RIA
600
Regal Investment Advisors
Michigan
– – -122 Closed
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