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Harley-Davidson

469 hedge funds and large institutions have $5.22B invested in Harley-Davidson in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 137 increasing their positions, 154 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $83.7M | Put options by funds: $49.7M

7% more capital invested

Capital invested by funds: $4.86B → $5.22B (+$361M)

3.32% more ownership

Funds ownership: 89.16%92.48% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 59

2% less funds holding

Funds holding: 477469 (-8)

11% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 154

Holders
469
Holders Change
-8
Holders Change %
-1.68%
% of All Funds
10.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
57
Increased
137
Reduced
154
Closed
59
Calls
$83.7M
Puts
$49.7M
Net Calls
+$33.9M
Net Calls Change
+$65.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$632M +$3.29M +90,473 +0.5%
BlackRock
2
BlackRock
New York
$507M +$123M +3,367,376 +31%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$466M -$9.4M -258,237 -2%
Dodge & Cox
4
Dodge & Cox
California
$350M +$3.26M +89,600 +0.9%
Invesco
5
Invesco
Georgia
$316M +$17M +467,575 +6%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$268M -$9.18M -252,318 -3%
State Street
7
State Street
Massachusetts
$265M +$20.7M +569,041 +8%
Ameriprise
8
Ameriprise
Minnesota
$160M +$87.5M +2,404,025 +115%
KP
9
Kiltearn Partners
United Kingdom
$151M -$18.6M -512,153 -11%
LSV Asset Management
10
LSV Asset Management
Illinois
$146M +$3.11M +85,495 +2%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$138M +$9.24M +253,800 +7%
JAM
12
Jupiter Asset Management
United Kingdom
$117M +$16.1M +441,474 +16%
BGC
13
Beutel, Goodman & Co
Ontario, Canada
$105M +$3.48M +95,538 +2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$102M +$14.4M +396,000 +16%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$90.4M +$4.07M +111,836 +5%
Northern Trust
16
Northern Trust
Illinois
$64.8M -$2.12M -58,204 -3%
Charles Schwab
17
Charles Schwab
California
$61.4M +$7.91M +217,440 +14%
Canada Life
18
Canada Life
Manitoba, Canada
$60.3M +$10.5M +288,544 +20%
Norges Bank
19
Norges Bank
Norway
$56.6M
AAMU
20
Amundi Asset Management US
Massachusetts
$44.5M -$6.63M -182,237 -13%
MAMU
21
Marathon Asset Management (UK)
United Kingdom
$40.7M +$332K +9,119 +0.8%
GLA
22
Great Lakes Advisors
Illinois
$40.5M -$9.86M -270,785 -19%
Legal & General Group
23
Legal & General Group
United Kingdom
$39.3M +$7.24M +198,839 +22%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$39.1M -$48.7K -1,339 -0.1%
Goldman Sachs
25
Goldman Sachs
New York
$38.1M -$2.41M -66,215 -6%