HSBC icon

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 %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$3.07M +$1.06M +26,848 +53%
API
52
Advisor Partners II
California
$2.97M +$215K +5,415 +8%
Sanders Capital
53
Sanders Capital
Florida
$2.92M +$2.92M +73,700 New
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$2.92M +$609K +15,367 +26%
BBL
55
Beck Bode LLC
Massachusetts
$2.87M -$136K -3,442 -5%
SEI Investments
56
SEI Investments
Pennsylvania
$2.8M +$510K +12,875 +22%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$2.71M -$741K -18,699 -21%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$2.67M -$289K -7,285 -10%
YCM
59
Yousif Capital Management
Michigan
$2.65M -$8.12K -205 -0.3%
BSW
60
Buckingham Strategic Wealth
Missouri
$2.62M +$2.62M +66,113 New
LNWWM
61
Laird Norton Wetherby Wealth Management
California
$2.5M +$433K +10,922 +21%
LPL Financial
62
LPL Financial
California
$2.44M -$131K -3,301 -5%
IWC
63
Integrated Wealth Concepts
Massachusetts
$2.43M -$5.79K -146 -0.2%
WFI
64
West Family Investments
California
$2.2M +$223K +5,623 +11%
PAG
65
Private Advisor Group
New Jersey
$2.16M +$45.8K +1,115 +2%
VPIM
66
Vanguard Personalized Indexing Management
California
$2.13M +$316K +7,965 +17%
FTDI
67
First Trust Direct Indexing
Massachusetts
$2.08M -$98K -2,474 -4%
Corient Private Wealth
68
Corient Private Wealth
Florida
$2.02M +$12K +303 +0.6%
QI
69
Qtron Investments
Massachusetts
$2.02M +$124K +3,121 +7%
CAM
70
Cresset Asset Management
Illinois
$2.01M +$2.01M +50,690 New
CIBC World Market
71
CIBC World Market
Ontario, Canada
$2M +$1.28M +32,422 +180%
Charles Schwab
72
Charles Schwab
California
$1.96M +$982K +24,782 +101%
KOC
73
Koss-Olinger Consulting
Florida
$1.94M +$56.3K +1,421 +3%
NW
74
Naviter Wealth
Arkansas
$1.91M +$211K +5,320 +12%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$1.9M +$850K +21,465 +81%
1 2
3
4 5