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Home BancShares

248 hedge funds and large institutions have $2.81B invested in Home BancShares in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 39

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

81% more call options, than puts

Call options by funds: $4.91M | Put options by funds: $2.72M

29% more capital invested

Capital invested by funds: $2.18B → $2.81B (+$629M)

15% more funds holding

Funds holding: 215248 (+33)

3.02% more ownership

Funds ownership: 60.89%63.92% (+3%)

Holders
248
Holders Change
+33
Holders Change %
+15.35%
% of All Funds
6.18%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
55
Increased
129
Reduced
39
Closed
20
Calls
$4.91M
Puts
$2.72M
Net Calls
+$2.19M
Net Calls Change
+$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$443M +$96.9M +4,032,521 +30%
Vanguard Group
2
Vanguard Group
Pennsylvania
$327M +$58.2M +2,421,627 +23%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$269M -$2.22M -92,304 -0.9%
State Street
4
State Street
Massachusetts
$172M +$17M +708,231 +12%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$107M +$29M +1,206,395 +40%
Northern Trust
6
Northern Trust
Illinois
$95.1M +$7.19M +299,181 +9%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$67.2M +$35.8M +1,489,200 +127%
Goldman Sachs
8
Goldman Sachs
New York
$63.5M +$6.24M +259,876 +11%
GT
9
Glenmede Trust
Pennsylvania
$51M +$4.08M +169,737 +9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$47.2M +$8.52M +354,880 +23%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$46.8M +$12.3M +509,971 +38%
WRF
12
Waddell & Reed Financial
Kansas
$44.5M -$1.51M -62,870 -3%
Renaissance Technologies
13
Renaissance Technologies
New York
$40.3M +$32.1M +1,335,713 +506%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$38.2M -$5.64M -234,871 -13%
WHG
15
Westwood Holdings Group
Texas
$35.7M +$5.12M +213,283 +18%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$35.7M -$2.45M -101,794 -7%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$34.8M +$5.36M +223,062 +19%
Two Sigma Investments
18
Two Sigma Investments
New York
$24.5M +$18.1M +755,103 +350%
Victory Capital Management
19
Victory Capital Management
Texas
$23.6M -$6.31M -262,580 -22%
Ameriprise
20
Ameriprise
Minnesota
$23.1M +$7.57M +315,088 +52%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$21.5M +$18.7M +778,133 +1,072%
KCM
22
Kennedy Capital Management
Missouri
$21.1M +$8.62M +358,731 +75%
Norges Bank
23
Norges Bank
Norway
$21.1M +$969K +40,352 +5%
CCM
24
Copeland Capital Management
Pennsylvania
$20.9M +$509K +21,202 +3%
Charles Schwab
25
Charles Schwab
California
$20.5M +$4.7M +195,780 +32%