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HSBC
HSBC

Overview Fund Activity

348 hedge funds and large institutions have $3.74B invested in HSBC in 2016 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 23 closing their positions.

Holders
348
Holders Change
+45
Holders Change %
+14.85%
% of All Funds
8.71%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
74
Increased
127
Reduced
87
Closed
23
Calls
$126M
Puts
$258M
Net Calls
-$132M
Net Calls Change
-$28.9M

Top Buyers

1
HL
1
Harding Loevner
New Jersey
$74.9M
2
CI
2
Cambiar Investors
Colorado
$261M
3
Northern Trust
3
Northern Trust
Illinois
$157M
4
MS
4
Maven Securities
Jersey
$33.3M
5
MICM
5
Matthews International Capital Management
California
$112M

Top Sellers

1
NMC
1
Nine Masts Capital
Hong Kong
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$7.33M
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$8.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.66M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$259M
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$517M 12,868,635 +68,087 +0.5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$513M 12,756,333 +183,452 +1%
CI
3
Cambiar Investors
Colorado
$261M 6,494,805 +1,290,209 +25%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$259M 6,457,232 -255,296 -4%
Northern Trust
5
Northern Trust
Illinois
$157M 3,895,264 +1,277,196 +49%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$156M 3,891,425 +150,405 +4%
Bank of America
7
Bank of America
North Carolina
$154M 3,826,851 +645,874 +20%
SCCM
8
Schafer Cullen Capital Management
New York
$150M 3,739,596 +58,326 +2%
MICM
9
Matthews International Capital Management
California
$112M 2,799,337 +793,300 +40%
Capital Research Global Investors
10
Capital Research Global Investors
California
$87.7M 2,182,837 +28,175 +1%
HL
11
Harding Loevner
New Jersey
$74.9M 1,864,771 +1,862,691 +89,552%
Ameriprise
12
Ameriprise
Minnesota
$72M 1,792,502 +36,174 +2%
BIP
13
Brandes Investment Partners
California
$67.5M 1,680,294 -147,255 -8%
Franklin Resources
14
Franklin Resources
California
$61.3M 1,524,734 -113,739 -7%
PPA
15
Parametric Portfolio Associates
Washington
$60.9M 1,515,654 +293,342 +24%
Morgan Stanley
16
Morgan Stanley
New York
$60.1M 1,496,590 +166,135 +12%
Goldman Sachs
17
Goldman Sachs
New York
$53M 1,319,112 +16,062 +1%
Wells Fargo
18
Wells Fargo
California
$50.5M 1,257,651 +24,809 +2%
UBS Group
19
UBS Group
Switzerland
$47M 1,168,496 -9,548 -0.8%
AG
20
Aperio Group
California
$44.4M 1,104,454 -241,573 -18%
CCM
21
Cullen Capital Management
New York
$44.3M 1,102,250 -160 -0%
SCM
22
Segantii Capital Management
Hong Kong
$43.2M 1,075,754 +22,925 +2%
Bessemer Group
23
Bessemer Group
New Jersey
$40.7M 1,011,811 -54,001 -5%
MS
24
Maven Securities
Jersey
$33.3M 820,822 +820,822 New
JFL
25
Jarislowsky, Fraser Ltd
Quebec, Canada
$31.8M 792,157 +58,067 +8%
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