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Quaker Houghton

245 hedge funds and large institutions have $2.74B invested in Quaker Houghton in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

40% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 63

7% more funds holding

Funds holding: 228245 (+17)

4% less capital invested

Capital invested by funds: $2.85B → $2.74B (-$105M)

1.84% less ownership

Funds ownership: 80.09%78.25% (-1.8%)

25% less call options, than puts

Call options by funds: $5.32M | Put options by funds: $7.05M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
245
Holders Change
+17
Holders Change %
+7.46%
% of All Funds
3.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
36
Increased
88
Reduced
63
Closed
19
Calls
$5.32M
Puts
$7.05M
Net Calls
-$1.74M
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
226
Hillsdale Investment Management
Ontario, Canada
$3.9K +$3.91K +20 New
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$3.7K
PA
228
Parallel Advisors
California
$3.51K
AF
229
Allworth Financial
California
$2.93K
VCM
230
Versant Capital Management
Arizona
$2.92K +$587 +3 +25%
JWA
231
JFS Wealth Advisors
Pennsylvania
$2.14K
BTI
232
Blue Trust Inc
Georgia
$2K +$783 +4 +100%
FMII
233
Farmers & Merchants Investments Inc
Nebraska
$1.95K
AWM
234
AllSquare Wealth Management
New York
$1.93K
IFAM
235
Institutional & Family Asset Management
Colorado
$1.75K
PWMG
236
Prestige Wealth Management Group
New Jersey
$1.56K
BIA
237
Bell Investment Advisors
California
$1.36K +$391 +2 +40%
IA
238
IFP Advisors
Florida
$974 +$978 +5 New
AF
239
Advisornet Financial
Minnesota
$780
HCP
240
Hexagon Capital Partners
Arkansas
$780
SIC
241
SJS Investment Consulting
Ohio
$585 -$391 -2 -40%
DI
242
Disciplined Investments
Oklahoma
$390 -$391 -2 -50%
BAAM
243
Baker Avenue Asset Management
California
$390
AWM
244
Abound Wealth Management
Tennessee
$390 +$391 +2 New
SFI
245
Susquehanna Fundamental Investments
Pennsylvania
-$3.29M -16,625 Closed
E
246
Ergoteles
New York
-$1.01M -5,111 Closed
First Trust Advisors
247
First Trust Advisors
Illinois
-$647K -3,269 Closed
Voloridge Investment Management
248
Voloridge Investment Management
Florida
-$415K -2,098 Closed
State of Wisconsin Investment Board
249
State of Wisconsin Investment Board
Wisconsin
-$313K -1,581 Closed
Mackenzie Financial
250
Mackenzie Financial
Ontario, Canada
-$298K -1,506 Closed