IHS Holding
76 hedge funds and large institutions have $446M invested in IHS Holding in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 10 closing their positions.
254% more call options, than puts
Call options by funds: $138K | Put options by funds: $39K
90% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 10
56% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 18
27% more capital invested
Capital invested by funds: $350M → $446M (+$95.6M)
12% more funds holding
Funds holding: 68 → 76 (+8)
1.69% more ownership
Funds ownership: 12.1% → 13.79% (+1.7%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$44M |
| 2 |
IFA
Invus Financial Advisors
New York
|
+$6.96M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$5.28M |
| 4 |
Renaissance Technologies
New York
|
+$1.97M |
| 5 |
PCM
Prelude Capital Management
New York
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$10.4M |
| 2 |
Millennium Management
New York
|
-$2.03M |
| 3 |
BlackRock
New York
|
-$1.82M |
| 4 |
LCM
Laurion Capital Management
New York
|
-$1.54M |
| 5 |
SAM
Soviero Asset Management
New York
|
-$886K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
76
WealthPLAN Partners
Omaha,
Nebraska
| $2.44K | +$2.2K | +250 | New |
|
|
LCM
77
Laurion Capital Management
New York
| – | -$1.54M | -175,673 | Closed |
|
|
ACM
78
Adelante Capital Management
Alameda,
California
| – | -$651K | -74,340 | Closed |
|
|
CC
79
Centiva Capital
New York
| – | -$336K | -38,300 | Closed |
|
80
Jane Street
New York
| – | -$271K | -30,890 | Closed |
|
|
HF
81
HRT Financial
New York
| – | -$118K | -13,573 | Closed |
|
82
Simplex Trading
Chicago,
Illinois
| – | -$113K | -12,820 | Closed |
|
|
CM
83
Caption Management
Oklahoma City,
Oklahoma
| – | -$109K | -12,497 | Closed |
|
84
Group One Trading
Chicago,
Illinois
| – | -$24.6K | -2,802 | Closed |
|
85
Point72 Asset Management
Stamford,
Connecticut
| – | -$12.3K | -1,405 | Closed |
|
|
ACM
86
Aquatic Capital Management
Chicago,
Illinois
| – | -$4K | -400 | Closed |
|
IHS Hedge Fund Activity: Q2 2023 in Review
76 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in IHS Holding (IHS) for Q2 2023, worth a combined $446M — up 27% from $350M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IHS positions and 10 closed out — a net gain of 9 holders — while 28 added to existing stakes and 18 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $44M. The largest seller was Goldman Sachs, cutting an estimated $10.4M.
- 76 institutional investors held IHS Holding (IHS) as of Q2 2023, up from 68 in Q1 2023.
- Funds reported $446M of IHS Holding stock for Q2 2023, up 27% quarter-over-quarter.
- 19 funds opened new IHS Holding positions in Q2 2023 and 10 closed out, a net change of +9 holders.
- The largest IHS Holding buyer in Q2 2023 was Capital Research Global Investors, an estimated $44M added.
- The largest IHS Holding seller in Q2 2023 was Goldman Sachs, an estimated $10.4M sold.
Based on aggregated 13F filings for Q2 2023.