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NLI Holdings

50 hedge funds and large institutions have $27.5M invested in NLI Holdings in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

529% more call options, than puts

Call options by funds: $107K | Put options by funds: $17K

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

0.55% less ownership

Funds ownership: 9.96%9.41% (-0.55%)

15% less funds holding

Funds holding: 5950 (-9)

35% less capital invested

Capital invested by funds: $42.2M → $27.5M (-$14.7M)

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
50
Holders Change
-9
Holders Change %
-15.25%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
19
Reduced
19
Closed
9
Calls
$107K
Puts
$17K
Net Calls
+$90K
Net Calls Change
+$227K

NL Hedge Fund Activity: Q3 2018 in Review

50 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in NLI Holdings (NL) for Q3 2018, worth a combined $27.5M — down 35% from $42.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NL and 2 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 19 added.

The largest buyer was Bank of New York Mellon, adding an estimated $117K. The largest seller was James Investment Research, cutting an estimated $428K.

  • 50 institutional investors held NLI Holdings (NL) as of Q3 2018, down from 59 in Q2 2018.
  • Funds reported $27.5M of NLI Holdings stock for Q3 2018, down 35% quarter-over-quarter.
  • 2 funds opened new NLI Holdings positions in Q3 2018 and 9 closed out, a net change of -7 holders.
  • The largest NLI Holdings buyer in Q3 2018 was Bank of New York Mellon, an estimated $117K added.
  • The largest NLI Holdings seller in Q3 2018 was James Investment Research, an estimated $428K sold.

Based on aggregated 13F filings for Q3 2018.