NLI Holdings
50 hedge funds and large institutions have $18.3M invested in NLI Holdings in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 3 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 14
16% more capital invested
Capital invested by funds: $15.8M → $18.3M (+$2.48M)
0.97% more ownership
Funds ownership: 8.65% → 9.62% (+0.97%)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
2% less funds holding
Funds holding: 51 → 50 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$161K |
| 2 |
DA
Denali Advisors
San Diego,
California
|
+$67.2K |
| 3 |
Renaissance Technologies
New York
|
+$54.5K |
| 4 |
JP Morgan Chase
New York
|
+$33.7K |
| 5 |
Charles Schwab
San Francisco,
California
|
+$24.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$73K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$61.3K |
| 3 |
ZCM
Zebra Capital Management
Stamford,
Connecticut
|
-$47K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$20.9K |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$18.5K |
NL Hedge Fund Activity: Q4 2019 in Review
50 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in NLI Holdings (NL) for Q4 2019, worth a combined $18.3M — up 16% from $15.8M a quarter earlier.
Fund positioning in NL was balanced in Q4 2019: 3 funds opened new positions, 3 closed out, 19 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $161K. The largest seller was Dimensional Fund Advisors, cutting an estimated $73K.
- 50 institutional investors held NLI Holdings (NL) as of Q4 2019, down from 51 in Q3 2019.
- Funds reported $18.3M of NLI Holdings stock for Q4 2019, up 16% quarter-over-quarter.
- 3 funds opened new NLI Holdings positions in Q4 2019 and 3 closed out, a net change of 0 holders.
- The largest NLI Holdings buyer in Q4 2019 was Morgan Stanley, an estimated $161K added.
- The largest NLI Holdings seller in Q4 2019 was Dimensional Fund Advisors, an estimated $73K sold.
Based on aggregated 13F filings for Q4 2019.