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Harley-Davidson

409 hedge funds and large institutions have $3.85B invested in Harley-Davidson in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 116 increasing their positions, 128 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $63.4M | Put options by funds: $45.3M

1.36% more ownership

Funds ownership: 83.91%85.27% (+1.4%)

2% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 62

1% less funds holding

Funds holding: 413409 (-4)

9% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 128

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

23% less capital invested

Capital invested by funds: $5.01B → $3.85B (-$1.16B)

Holders
409
Holders Change
-4
Holders Change %
-0.97%
% of All Funds
5.91%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
63
Increased
116
Reduced
128
Closed
62
Calls
$63.4M
Puts
$45.3M
Net Calls
+$18.1M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$444M -$6.95M -191,291 -1%
HPM
2
H. Partners Management
New York
$389M -$7.27M -200,000 -2%
BlackRock
3
BlackRock
New York
$367M -$11.5M -315,444 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$288M +$17.6M +485,601 +6%
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$257M -$2.68M -73,653 -1%
Boston Partners
6
Boston Partners
Massachusetts
$216M -$3.92M -107,895 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$210M +$25.7M +708,260 +13%
LSV Asset Management
8
LSV Asset Management
Illinois
$191M +$30.6M +842,407 +17%
State Street
9
State Street
Massachusetts
$129M +$503K +13,846 +0.4%
JAM
10
Jupiter Asset Management
United Kingdom
$121M -$54.8M -1,508,551 -29%
Citadel Advisors
11
Citadel Advisors
Florida
$89M +$34.4M +947,339 +56%
American Century Companies
12
American Century Companies
Missouri
$75.9M +$24.6M +678,092 +43%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$70.4M -$12.3K -339 -0%
Morgan Stanley
14
Morgan Stanley
New York
$68.6M -$17.9M -492,187 -19%
Brown Advisory
15
Brown Advisory
Maryland
$53.2M +$9.69M +266,782 +20%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$48.3M -$1.7M -46,750 -3%
Charles Schwab
17
Charles Schwab
California
$44.1M -$2.15M -59,189 -4%
Norges Bank
18
Norges Bank
Norway
$36.8M -$4.55M -125,271 -10%
Millennium Management
19
Millennium Management
New York
$33.6M -$11.2M -308,700 -24%
Invesco
20
Invesco
Georgia
$31.8M +$7.46M +205,262 +28%
Northern Trust
21
Northern Trust
Illinois
$31.4M +$2.71M +74,578 +9%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$22.8M -$4M -110,177 -14%
First Trust Advisors
23
First Trust Advisors
Illinois
$21.5M -$2.42M -66,546 -9%
Bank of America
24
Bank of America
North Carolina
$20.8M -$4.3M -118,327 -16%
RJA
25
Raymond James & Associates
Florida
$20.7M +$994K +27,364 +5%