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

Top Sellers

1
Norges Bank
Norges Bank
Norway
$0
2
Jane Street
Jane Street
New York
$173M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Renaissance Technologies
Renaissance Technologies
New York
$66.8M
5
CSS
Cubist Systematic Strategies
Connecticut
$456K
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
151
Glenmede Trust
Pennsylvania
$638K – – –
PFS
152
Prospera Financial Services
Texas
$622K +$622K +15,700 New
CA
153
Crumly & Associates
Illinois
$604K +$44.7K +1,127 +8%
State Street
154
State Street
Massachusetts
$592K -$761K -19,220 -56%
DC
155
Davenport & Co
Virginia
$591K +$591K +14,928 New
AP
156
Americana Partners
Texas
$558K +$8.32K +210 +2%
XT
157
XTX Topco
Cayman Islands
$536K +$78.3K +1,977 +17%
SW
158
SVB Wealth
Massachusetts
$536K +$37.9K +956 +8%
JFL
159
Jarislowsky, Fraser Ltd
Quebec, Canada
$508K -$114K -2,870 -18%
CWM
160
Cordatus Wealth Management
Pennsylvania
$506K +$506K +12,771 New
LFA
161
Legacy Financial Advisors
Kentucky
$504K +$50.9K +1,285 +11%
WS
162
Wedbush Securities
California
$495K -$24K -606 -5%
LWAM
163
Legacy Wealth Asset Management
Minnesota
$488K +$2.38K +60 +0.5%
SRC
164
Sage Rhino Capital
California
$482K +$26.1K +660 +6%
PP
165
PDS Planning
Ohio
$472K +$28.2K +712 +6%
CSS
166
Cubist Systematic Strategies
Connecticut
$456K -$4.86M -122,723 -91%
William Blair & Company
167
William Blair & Company
Illinois
$455K -$17K -429 -4%
HJIM
168
Henry James International Management
New York
$447K +$88.1K +2,224 +25%
CFG
169
Cooper Financial Group
California
$432K +$18.3K +462 +4%
HF
170
HRT Financial
New York
$431K +$431K +10,897 New
New York State Common Retirement Fund
171
New York State Common Retirement Fund
New York
$414K +$124K +3,121 +43%
SIGI
172
Susquehanna International Group (Ireland)
Ireland
$413K +$413K +10,414 New
IRC
173
Investors Research Corp
Georgia
$407K – – –
JCM
174
Jag Capital Management
Missouri
$406K -$10.1K -254 -2%
GT
175
Greenleaf Trust
Michigan
$400K +$15K +378 +4%
5 6
7
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