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474 hedge funds and large institutions have $8.21B invested in Lear in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 158 increasing their positions, 173 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 45

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

48% more call options, than puts

Call options by funds: $31.3M | Put options by funds: $21.1M

7% more funds holding

Funds holding: 444474 (+30)

6% more capital invested

Capital invested by funds: $7.77B → $8.21B (+$438M)

1.41% more ownership

Funds ownership: 98.36%99.77% (+1.4%)

9% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 173

Holders
474
Holders Change
+30
Holders Change %
+6.76%
% of All Funds
6.91%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
79
Increased
158
Reduced
173
Closed
45
Calls
$31.3M
Puts
$21.1M
Net Calls
+$10.2M
Net Calls Change
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.06B -$53.5M -398,838 -5%
Pzena Investment Management
2
Pzena Investment Management
New York
$883M -$35.1M -261,513 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$835M +$193K +1,443 +0%
State Street
4
State Street
Massachusetts
$349M +$6.46M +48,178 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$334M +$63.2M +471,352 +25%
Franklin Resources
6
Franklin Resources
California
$308M +$20.6M +153,282 +8%
Diamond Hill Capital Management
7
Diamond Hill Capital Management
Ohio
$302M +$13.6M +101,334 +5%
GA
8
Greenhaven Associates
New York
$253M +$406K +3,030 +0.2%
Morgan Stanley
9
Morgan Stanley
New York
$175M +$95.3M +711,018 +134%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$174M +$20.1M +149,958 +14%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$157M -$21M -156,415 -12%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$157M -$111M -827,543 -43%
Goldman Sachs
13
Goldman Sachs
New York
$155M +$55M +410,318 +59%
LAM
14
Lyrical Asset Management
New York
$151M +$51.1M +380,771 +55%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$144M +$3.1M +23,132 +2%
Boston Partners
16
Boston Partners
Massachusetts
$139M +$52.6M +391,949 +66%
Harris Associates
17
Harris Associates
Illinois
$116M -$1.86M -13,875 -2%
Amundi
18
Amundi
France
$101M -$1.49M -11,100 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$97.2M -$852K -6,356 -0.9%
LSV Asset Management
20
LSV Asset Management
Illinois
$90.8M -$1.86M -13,860 -2%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$85.9M -$1.29M -9,600 -2%
Norges Bank
22
Norges Bank
Norway
$79.6M -$3.6M -26,860 -5%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$76.4M +$65.7M +490,324 +970%
Northern Trust
24
Northern Trust
Illinois
$71.8M -$2.76M -20,582 -4%
Charles Schwab
25
Charles Schwab
California
$63.7M +$1.83M +13,624 +3%

LEA Hedge Fund Activity: Q4 2023 in Review

474 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lear (LEA) for Q4 2023, worth a combined $8.21B — up 5.6% from $7.77B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new LEA positions and 45 closed out — a net gain of 34 holders — while 158 added to existing stakes and 173 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $95.3M. The largest seller was Massachusetts Financial Services, cutting an estimated $111M.

  • 474 institutional investors held Lear (LEA) as of Q4 2023, up from 444 in Q3 2023.
  • Funds reported $8.21B of Lear stock for Q4 2023, up 5.6% quarter-over-quarter.
  • 79 funds opened new Lear positions in Q4 2023 and 45 closed out, a net change of +34 holders.
  • The largest Lear buyer in Q4 2023 was Morgan Stanley, an estimated $95.3M added.
  • The largest Lear seller in Q4 2023 was Massachusetts Financial Services, an estimated $111M sold.

Based on aggregated 13F filings for Q4 2023.