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Loar Holdings

182 hedge funds and large institutions have $5.5B invested in Loar Holdings in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 68 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,619% more call options, than puts

Call options by funds: $27.8M | Put options by funds: $1.62M

300% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 15

79% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 38

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more funds holding

Funds holding: 138182 (+44)

10% more capital invested

Capital invested by funds: $5B → $5.5B (+$493M)

4.63% more ownership

Funds ownership: 74.79%79.42% (+4.6%)

Holders
182
Holders Change
+44
Holders Change %
+31.88%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
60
Increased
68
Reduced
38
Closed
15
Calls
$27.8M
Puts
$1.62M
Net Calls
+$26.2M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
26
Capital Research Global Investors
California
$26.3M -$20M -243,821 -41%
DCM
27
Driehaus Capital Management
Illinois
$25.2M -$7.61M -92,824 -21%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$25.2M +$13.5M +164,912 +94%
BCPEMI
29
Bain Capital Public Equity Management II
Massachusetts
$22.9M +$6.86M +83,743 +37%
Artisan Partners
30
Artisan Partners
Wisconsin
$21.3M -$1.3M -15,862 -5%
Loomis, Sayles & Company
31
Loomis, Sayles & Company
Massachusetts
$19.7M -$696K -8,487 -3%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$19.3M +$21.5M +261,730 New
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$17.7M +$18.7M +228,187 +2,146%
SFM
34
Soros Fund Management
New York
$16.6M +$2.05M +25,000 +13%
GCM
35
Ghisallo Capital Management
Massachusetts
$14.8M +$15.2M +185,000 +1,233%
Franklin Resources
36
Franklin Resources
California
$14.1M +$169K +2,059 +1%
Deutsche Bank
37
Deutsche Bank
Germany
$13.4M +$14.9M +181,881 New
Citadel Advisors
38
Citadel Advisors
Florida
$13.4M +$14.9M +181,805 New
ZDA
39
Zweig-DiMenna Associates
New York
$12.8M +$598K +7,300 +4%
Charles Schwab
40
Charles Schwab
California
$12.2M +$4.75M +57,987 +54%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$11.2M -$408K -4,982 -3%
BAMCO Inc
42
BAMCO Inc
New York
$10.1M +$4.98M +60,755 +80%
JG
43
Jain Global
New York
$10M +$11.1M +135,670 New
NCGI
44
Next Century Growth Investors
Minnesota
$9.15M +$90.7K +1,106 +0.9%
Walleye Capital
45
Walleye Capital
New York
$8.79M +$9.75M +118,892 New
SGM
46
Seven Grand Managers
New York
$8.13M +$820K +10,000 +10%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$7.52M +$1.03M +12,592 +14%
Northern Trust
48
Northern Trust
Illinois
$7.43M +$4.7M +57,317 +132%
WP
49
Woodline Partners
California
$6.2M +$4.19M +51,149 +156%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$6.15M +$4.62M +56,371 +210%

LOAR Hedge Fund Activity: Q4 2024 in Review

182 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Loar Holdings (LOAR) for Q4 2024, worth a combined $5.5B — up 9.8% from $5B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new LOAR positions and 15 closed out — a net gain of 45 holders — while 68 added to existing stakes and 38 trimmed.

The largest buyer was Vanguard Group, adding an estimated $127M. The largest seller was Abrams Capital Management, cutting an estimated $82.5M.

  • 182 institutional investors held Loar Holdings (LOAR) as of Q4 2024, up from 138 in Q3 2024.
  • Funds reported $5.5B of Loar Holdings stock for Q4 2024, up 9.8% quarter-over-quarter.
  • 60 funds opened new Loar Holdings positions in Q4 2024 and 15 closed out, a net change of +45 holders.
  • The largest Loar Holdings buyer in Q4 2024 was Vanguard Group, an estimated $127M added.
  • The largest Loar Holdings seller in Q4 2024 was Abrams Capital Management, an estimated $82.5M sold.

Based on aggregated 13F filings for Q4 2024.