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HSBC
HSBC

Overview Fund Activity

409 hedge funds and large institutions have $2.52B invested in HSBC in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 142 increasing their positions, 119 reducing their positions, and 32 closing their positions.

Holders
409
Holders Change
+37
Holders Change %
+9.95%
% of All Funds
6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
75
Increased
142
Reduced
119
Closed
32
Calls
$293M
Puts
$300M
Net Calls
-$6.94M
Net Calls Change
+$74.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$502M
2
Goldman Sachs
2
Goldman Sachs
New York
$200M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$22M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$471M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$48.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$33M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$91.6M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$47.5M
5
Ameriprise
5
Ameriprise
Minnesota
$9.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPM
26
Meritage Portfolio Management
Kansas
$10M +$649K +16,015 +7%
Ameriprise
27
Ameriprise
Minnesota
$9.1M -$8.31M -204,767 -48%
APG Asset Management
28
APG Asset Management
Netherlands
$7.5M +$921K +25,100 +14%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$7.21M +$7.01M +172,920 +3,518%
Osaic Holdings
30
Osaic Holdings
Arizona
$7.07M -$2.16M -53,230 -23%
AAIM
31
American Assets Investment Management
California
$6.77M – – –
RG
32
Renaissance Group
Kentucky
$6.5M -$150K -3,698 -2%
Creative Planning
33
Creative Planning
Kansas
$6.34M +$907K +22,381 +17%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$6.33M +$2.09M +51,635 +49%
PC
35
Promethos Capital
Massachusetts
$6.16M +$6.16M +152,060 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$5.89M +$136K +3,356 +2%
HighTower Advisors
37
HighTower Advisors
Illinois
$5.87M +$229K +5,656 +4%
HAI
38
Hennessy Advisors Inc
California
$5.79M -$332K -8,200 -5%
GQG Partners
39
GQG Partners
Florida
$5.74M +$5.74M +141,557 New
Mariner
40
Mariner
Kansas
$5.66M +$270K +6,664 +5%
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$5.55M +$580K +14,319 +12%
UBS Group
42
UBS Group
Switzerland
$5.23M -$341K -8,406 -6%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$4.92M +$4.59M +113,201 +1,375%
M&T Bank
44
M&T Bank
New York
$4.88M -$105K -2,602 -2%
RAM
45
Ramirez Asset Management
New York
$4.86M +$358K +8,830 +8%
QT
46
Quantbot Technologies
New York
$4.65M +$567K +13,998 +14%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$4.64M +$1.06M +26,128 +30%
SEI Investments
48
SEI Investments
Pennsylvania
$4.47M +$1.26M +30,975 +39%
QCM
49
Quantinno Capital Management
New York
$4.39M +$543K +13,392 +14%
MHP
50
Manatuck Hill Partners
Connecticut
$4.36M – – –
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