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Idacorp
IDA

Overview Fund Activity

389 hedge funds and large institutions have $4.02B invested in Idacorp in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 122 increasing their positions, 142 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-3
Holders Change %
-0.77%
% of All Funds
6.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
42
Increased
122
Reduced
142
Closed
41
Calls
$627K
Puts
$5.17M
Net Calls
-$4.54M
Net Calls Change
-$1.85M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$102M
2
RRAM
River Road Asset Management
Kentucky
+$45.6M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$31M
4
Victory Capital Management
Victory Capital Management
Texas
+$21M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$16.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$37.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33.9M
3
Franklin Resources
Franklin Resources
California
-$21.8M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$16.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
226
Crossmark Global Holdings
Texas
$375K -$23.5K -243 -6%
WSCM
227
Wellington Shields Capital Management
New York
$375K – – –
MSRPS
228
Maryland State Retirement & Pension System
Maryland
$373K – – –
Pictet Asset Management
229
Pictet Asset Management
Switzerland
$372K +$372K +3,976 New
BCM
230
Bayesian Capital Management
New York
$366K +$366K +3,913 New
PWP
231
Phillips Wealth Planners
Mississippi
$364K +$67.9K +712 +23%
MML Investors Services
232
MML Investors Services
Massachusetts
$360K +$14.2K +152 +4%
JIR
233
James Investment Research
Ohio
$354K – – –
Cetera Investment Advisers
234
Cetera Investment Advisers
Illinois
$348K -$749 -8 -0.2%
Mercer Global Advisors
235
Mercer Global Advisors
Colorado
$347K +$148K +1,575 +74%
TFS
236
Thoroughbred Financial Services
Tennessee
$346K +$346K +3,703 New
WG
237
Welch Group
Alabama
$342K – – –
AF
238
Allworth Financial
California
$336K -$19.7K -210 -6%
VCWA
239
Vanguard Capital Wealth Advisors
Colorado
$334K -$155K -1,657 -32%
AI
240
Arrien Investments
Idaho
$322K +$59K +630 +22%
Los Angeles Capital Management
241
Los Angeles Capital Management
California
$321K -$7.22M -77,074 -96%
TRCT
242
Tower Research Capital (TRC)
New York
$320K -$376K -4,013 -54%
PAS
243
Park Avenue Securities
New York
$319K +$319K +3,409 New
BRWA
244
B. Riley Wealth Advisors
Florida
$314K -$49K -523 -14%
II
245
Inspire Investing
Idaho
$307K +$19.8K +211 +7%
SAM
246
Shell Asset Management
Netherlands
$300K -$4.68K -50 -2%
DADC
247
D.A. Davidson & Co
Montana
$294K -$56.4K -602 -16%
FNA
248
First National Advisers
Nebraska
$291K +$291K +3,105 New
WTB
249
Washington Trust Bank
Washington
$289K -$1.69K -18 -0.6%
AC
250
AXQ Capital
New Jersey
$281K +$82.1K +877 +41%
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