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Kelly Services Class A

145 hedge funds and large institutions have $473M invested in Kelly Services Class A in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

8% more capital invested

Capital invested by funds: $440M → $473M (+$33.1M)

1% more funds holding

Funds holding: 143145 (+2)

0.72% less ownership

Funds ownership: 77.6%76.88% (-0.72%)

38% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 58

Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
36
Reduced
58
Closed
17
Calls
$1M
Puts
Net Calls
+$1M
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$87.6M -$1.72M -102,835 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$58.1M -$1.99M -118,769 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$50.3M -$472K -28,227 -0.9%
State Street
4
State Street
Massachusetts
$20.4M -$881K -52,702 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$19.2M +$12.2M +726,654 +181%
JP Morgan Chase
6
JP Morgan Chase
New York
$19M +$3.71M +222,139 +25%
LSV Asset Management
7
LSV Asset Management
Illinois
$18.3M -$222K -13,300 -1%
Charles Schwab
8
Charles Schwab
California
$13.2M +$77.7K +4,645 +0.6%
Norges Bank
9
Norges Bank
Norway
$11.3M -$1.3M -77,744 -10%
TSW
10
Thompson Siegel & Walmsley
Virginia
$8.86M -$37.4K -2,239 -0.4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$8.78M +$11.5K +688 +0.1%
Wells Fargo
12
Wells Fargo
California
$8.02M -$434K -25,944 -5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.63M -$427K -25,548 -5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.4M -$264K -15,785 -4%
Northern Trust
15
Northern Trust
Illinois
$7.38M -$203K -12,139 -3%
Prudential Financial
16
Prudential Financial
New Jersey
$6.83M +$793K +47,424 +13%
Invesco
17
Invesco
Georgia
$6.06M +$243K +14,527 +4%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$5.29M -$168K -10,051 -3%
WC
19
Walthausen & Co
New York
$4.82M -$1.32M -78,650 -22%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$4.78M -$784K -46,880 -14%
Principal Financial Group
21
Principal Financial Group
Iowa
$4.57M +$74.7K +4,467 +2%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$4.33M +$1.2M +71,610 +39%
N
23
Nuveen
North Carolina
$4.08M -$44K -2,634 -1%
Goldman Sachs
24
Goldman Sachs
New York
$4.08M +$2.94M +175,556 +275%
PPA
25
Parametric Portfolio Associates
Washington
$4.01M +$218K +13,036 +6%

KELYA Hedge Fund Activity: Q3 2020 in Review

145 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Kelly Services Class A (KELYA) for Q3 2020, worth a combined $473M — up 7.5% from $440M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new KELYA positions and 17 closed out — a net gain of 2 holders — while 36 added to existing stakes and 58 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $12.2M. The largest seller was Acadian Asset Management, cutting an estimated $4.87M.

  • 145 institutional investors held Kelly Services Class A (KELYA) as of Q3 2020, up from 143 in Q2 2020.
  • Funds reported $473M of Kelly Services Class A stock for Q3 2020, up 7.5% quarter-over-quarter.
  • 19 funds opened new Kelly Services Class A positions in Q3 2020 and 17 closed out, a net change of +2 holders.
  • The largest Kelly Services Class A buyer in Q3 2020 was Fidelity Investments, an estimated $12.2M added.
  • The largest Kelly Services Class A seller in Q3 2020 was Acadian Asset Management, an estimated $4.87M sold.

Based on aggregated 13F filings for Q3 2020.