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HSBC
HSBC

Overview Fund Activity

362 hedge funds and large institutions have $2.35B invested in HSBC in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 142 increasing their positions, 79 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+27
Holders Change %
+8.06%
% of All Funds
5.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
142
Reduced
79
Closed
36
Calls
$214M
Puts
$187M
Net Calls
+$26.5M
Net Calls Change
-$42.3M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$175M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$40.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$329M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$434M
5
BlackRock
5
BlackRock
New York
$79M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Jane Street
2
Jane Street
New York
$173M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$66.8M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$456K
Name Holding Trade Value Shares
Change 		Shares
Change %
MPM
26
Meritage Portfolio Management
Kansas
$9.24M -$451K -11,383 -5%
RG
27
Renaissance Group
Kentucky
$6.82M -$1.09M -27,453 -14%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$6.69M -$321K -8,108 -5%
AAIM
29
American Assets Investment Management
California
$6.61M – – –
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$6.15M +$1.11M +28,076 +22%
HAI
31
Hennessy Advisors Inc
California
$6.11M -$345K -8,700 -5%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$5.88M +$2.56M +64,521 +77%
UBS Group
33
UBS Group
Switzerland
$5.81M +$212K +5,339 +4%
SFI
34
Susquehanna Fundamental Investments
Pennsylvania
$5.55M – – –
Creative Planning
35
Creative Planning
Kansas
$5.48M +$1.7M +42,813 +45%
HighTower Advisors
36
HighTower Advisors
Illinois
$4.9M +$3M +75,591 +157%
Mariner
37
Mariner
Kansas
$4.82M +$749K +18,910 +18%
M&T Bank
38
M&T Bank
New York
$4.64M +$103K +2,599 +2%
APG Asset Management
39
APG Asset Management
Netherlands
$4.47M +$4.47M +123,000 New
TWI
40
Thomas White International
Illinois
$4.43M -$3.84K -97 -0.1%
Osaic Holdings
41
Osaic Holdings
Arizona
$4.42M +$1.86M +46,831 +72%
OPS
42
Orion Portfolio Solutions
Nebraska
$4.3M -$61.3K -1,546 -1%
BCI
43
Brinker Capital Investments
Pennsylvania
$4.3M -$61.3K -1,546 -1%
RFC
44
Regions Financial Corp
Alabama
$4.29M +$49.7K +1,254 +1%
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$4.26M +$610K +15,398 +17%
MHP
46
Manatuck Hill Partners
Connecticut
$4.26M – – –
SGI
47
Summit Global Investments
Utah
$4.16M +$58.6K +1,480 +1%
US Bancorp
48
US Bancorp
Minnesota
$4.01M +$367K +9,271 +10%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$3.68M +$3.04M +76,770 +479%
CCA
50
Catalyst Capital Advisors
New York
$3.13M +$624K +15,750 +25%
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