LOAR icon

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
$113M
2
UBS Group
UBS Group
Switzerland
$42.9M
3
Invesco
Invesco
Georgia
$83.3M
4
State Street
State Street
Massachusetts
$70.5M
5
SAM
Silvercrest Asset Management
New York
$19.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$21.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$55.2M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$0
4
Capital Research Global Investors
Capital Research Global Investors
California
$4.98M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
176
Kensico Capital Management
Connecticut
– -$1.41M -19,100 Closed
PAMP
177
Polar Asset Management Partners
Ontario, Canada
– -$1.35M -18,200 Closed
Russell Investments Group
178
Russell Investments Group
United Kingdom
– -$1.22M -16,494 Closed
LCM
179
Legato Capital Management
California
– -$1.01M -13,604 Closed
FIG
180
Fortress Investment Group
New York
– -$739K -10,000 Closed
Calamos Advisors
181
Calamos Advisors
Illinois
– -$630K -8,521 Closed
Point72 Asset Management
182
Point72 Asset Management
Connecticut
– -$614K -8,314 Closed
EI
183
Ethic Inc
New York
– -$424K -5,731 Closed
OAM
184
Oxford Asset Management
United Kingdom
– -$418K -5,657 Closed
HI
185
HBK Investments
Texas
– -$370K -5,000 Closed
WAM
186
Weiss Asset Management
Massachusetts
– -$369K -4,991 Closed
LIP
187
Lighthouse Investment Partners
Florida
– -$317K -4,289 Closed
M&T Bank
188
M&T Bank
New York
– -$306K -4,138 Closed
NRD
189
Nebula Research & Development
New York
– -$302K -4,083 Closed
Truist Financial
190
Truist Financial
North Carolina
– -$280K -3,784 Closed
AIM
191
Aigen Investment Management
New York
– -$262K -3,549 Closed
MCC
192
Malaga Cove Capital
California
– -$227K -3,077 Closed
ET
193
Entropy Technologies
New York
– -$222K -3,000 Closed
RAG
194
RIA Advisory Group
Iowa
– -$220K -2,972 Closed
OPS
195
Orion Portfolio Solutions
Nebraska
– -$218K -2,950 Closed
BCI
196
Brinker Capital Investments
Pennsylvania
– -$218K -2,950 Closed
CIBC Asset Management
197
CIBC Asset Management
Ontario, Canada
– -$201K -2,721 Closed
Group One Trading
198
Group One Trading
Illinois
– -$117K -1,585 Closed
Simplex Trading
199
Simplex Trading
Illinois
– -$102K -1,389 Closed
RS
200
R Squared
Hong Kong
– -$95K -1,286 Closed
5 6 7
8
9