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Loar Holdings
LOAR

Overview Fund Activity

160 hedge funds and large institutions have $5.25B invested in Loar Holdings in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-22
Holders Change %
-12.09%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
73
Reduced
39
Closed
49
Calls
$8.44M
Puts
$1.08M
Net Calls
+$7.36M
Net Calls Change
-$18.9M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$79.1M
2
UBS Group
UBS Group
Switzerland
+$42.1M
3
Invesco
Invesco
Georgia
+$23.2M
4
State Street
State Street
Massachusetts
+$18.8M
5
SAM
Silvercrest Asset Management
New York
+$16.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$39.5M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$25.5M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$22.9M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$20.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
151
ORG Partners
Indiana
$713 +$713 +10 New
CA
152
Clearstead Advisors
Ohio
$707 +$707 +10 New
HCM
153
Hollencrest Capital Management
California
$424 – – –
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$376 +$376 +5 New
BIG
155
Brooklyn Investment Group
New York
$354 +$354 +5 New
SAM
156
Smartleaf Asset Management
Massachusetts
$263 – – –
Amundi
157
Amundi
France
$227 -$48.4K -639 -100%
QCG
158
Quadrant Capital Group
Ohio
$212 – – –
SS
159
SBI Securities
Japan
$71 -$142 -2 -67%
MCM
160
MV Capital Management
Maryland
$71 +$71 +1 New
Norges Bank
161
Norges Bank
Norway
– -$30.3M -410,316 Closed
BCPEMI
162
Bain Capital Public Equity Management II
Massachusetts
– -$22.9M -310,016 Closed
Balyasny Asset Management
163
Balyasny Asset Management
Illinois
– -$19.3M -261,730 Closed
Walleye Capital
164
Walleye Capital
New York
– -$8.79M -118,892 Closed
LP
165
LMR Partners
United Kingdom
– -$5.17M -70,000 Closed
EWM
166
Empirical Wealth Management
Washington
– -$5.05M -68,372 Closed
Squarepoint
167
Squarepoint
New York
– -$4.9M -66,320 Closed
OCM
168
Ovata Capital Management
Hong Kong
– -$3.7M -50,000 Closed
PAM
169
Pamalican Asset Management
Hong Kong
– -$3.23M -43,654 Closed
NIP
170
Nicholas Investment Partners
California
– -$3.02M -40,920 Closed
SAM
171
Scopus Asset Management
New York
– -$3M -40,625 Closed
LCG
172
Lisanti Capital Growth
New York
– -$2.81M -37,976 Closed
BCPE
173
Bain Capital Public Equity
Massachusetts
– -$2.75M -37,234 Closed
Jane Street
174
Jane Street
New York
– -$2.24M -30,352 Closed
MCM
175
Moore Capital Management
New York
– -$1.65M -22,292 Closed
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