405 hedge funds and large institutions have $3.45B invested in HSBC in 2019 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 119 increasing their positions, 141 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+19
Holders Change %
+4.92%
% of All Funds
8%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.04%
New
77
Increased
119
Reduced
141
Closed
51
Calls
$175M
Puts
$320M
Net Calls
-$145M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LP
276
LMR Partners
United Kingdom
$85.6K -$18.8K -482,423 -18%
IA
277
IFP Advisors
Florida
$83K +$50K +1,261 +151%
WAP
278
Wealthcare Advisory Partners
Pennsylvania
$78K
Rockefeller Capital Management
279
Rockefeller Capital Management
New York
$74K +$16.1K +411 +28%
CFGS
280
Concourse Financial Group Securities
Alabama
$68K +$15.5K +394 +30%
JCM
281
Jacobi Capital Management
Pennsylvania
$67K
EW
282
Evoke Wealth
California
$66K +$3.21K +82 +5%
WTC
283
WhitTier Trust Company
Nevada
$60K
RWB
284
RMR Wealth Builders
New Jersey
$59K +$59K +1,506 New
FIB
285
First Interstate Bank
Montana
$58K -$27.9K -720 -33%
Toronto Dominion Bank
286
Toronto Dominion Bank
Ontario, Canada
$57K
GRP
287
Global Retirement Partners
California
$56K
EI
288
Ellevest Inc
New York
$55K +$55K +1,402 New
LWM
289
Liberty Wealth Management
California
$53K -$2.4K -61 -4%
RWA
290
Ropes Wealth Advisors
Massachusetts
$53K
HB
291
Horizon Bancorp
Indiana
$47K +$47K +1,200 New
PCG
292
Private Capital Group
Connecticut
$46K -$131K -3,392 -74%
ZB
293
Zions Bancorporation
Utah
$44K -$37.6K -957 -46%
CFG
294
Citizens Financial Group
Rhode Island
$39K
FHA
295
Flagship Harbor Advisors
Massachusetts
$39K +$3.44K +88 +10%
CAW
296
Cornerstone Advisors (Washington)
Washington
$38K +$13K +331 +52%
TCWM
297
Total Clarity Wealth Management
Illinois
$38K +$38K +984 New
AWA
298
Artemis Wealth Advisors
New York
$37.6K +$37.6K +961 New
AAP
299
Arax Advisory Partners
Colorado
$37K -$1.74K -45 -4%
EDRH
300
Edmond de Rothschild Holding
Switzerland
$35K