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Charles Schwab
SCHW

Overview Fund Activity

1,201 hedge funds and large institutions have $69.7B invested in Charles Schwab in 2020 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 528 increasing their positions, 317 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+157
Holders Change %
+15.04%
% of All Funds
21.31%
Holding in Top 10
67
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+97.06%
% of All Funds
1.19%
New
237
Increased
528
Reduced
317
Closed
68
Calls
$589M
Puts
$683M
Net Calls
-$93.7M
Net Calls Change
+$8.25M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.51B
2
Vanguard Group
Vanguard Group
Pennsylvania
$5.95B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.96B
4
State Street
State Street
Massachusetts
$3.28B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.74B

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$302M
2
Dodge & Cox
Dodge & Cox
California
$4.51B
3
ROIC
Route One Investment Company
California
$414M
4
NI
Nuance Investments
Missouri
$94M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
51
Janus Henderson Group
United Kingdom
$252M +$224M +4,227,648 +805%
Aberdeen Group
52
Aberdeen Group
United Kingdom
$225M -$17.5M -330,449 -7%
PPA
53
Parametric Portfolio Associates
Washington
$222M +$36.8M +694,392 +20%
PI
54
Putnam Investments
Massachusetts
$220M -$3.49M -65,815 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
55
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$216M +$213M +4,021,627 +9,698%
Deutsche Bank
56
Deutsche Bank
Germany
$215M +$48M +905,270 +29%
SCA
57
Southpoint Capital Advisors
New York
$212M +$212M +4,000,000 New
CS
58
Credit Suisse
Switzerland
$210M +$13.7M +257,487 +7%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$197M +$24M +453,239 +14%
FPP
60
Findlay Park Partners
United Kingdom
$197M -$53.6M -1,010,531 -21%
RL
61
Ruffer LLP
United Kingdom
$192M -$10.5M -197,139 -5%
YAM
62
Yacktman Asset Management
Texas
$184M +$181M +3,417,906 +7,733%
Wells Fargo
63
Wells Fargo
California
$180M +$29.2M +550,331 +19%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$178M +$4.29M +80,934 +2%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$175M +$50.6M +954,413 +41%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$174M +$33.4M +629,765 +24%
Ameriprise
67
Ameriprise
Minnesota
$173M -$63.3M -1,192,680 -27%
Grantham, Mayo, Van Otterloo & Co (GMO)
68
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$168M -$41.5M -781,724 -20%
IIP
69
Intermede Investment Partners
United Kingdom
$164M +$31.8M +598,760 +24%
Bessemer Group
70
Bessemer Group
New Jersey
$160M +$142M +2,675,961 +779%
Canada Pension Plan Investment Board
71
Canada Pension Plan Investment Board
Ontario, Canada
$157M +$92.9M +1,751,041 +145%
LIP
72
Liontrust Investment Partners
United Kingdom
$151M +$151M +2,843,042 New
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$148M +$27M +509,496 +22%
US Bancorp
74
US Bancorp
Minnesota
$147M +$10.8M +202,722 +8%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$141M -$22.6M -425,394 -14%
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