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SEACOR Marine Holdings

39 hedge funds and large institutions have $45.9M invested in SEACOR Marine Holdings in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13.12% more ownership

Funds ownership: 42.27%55.39% (+13%)

9% less funds holding

Funds holding: 4339 (-4)

9% less capital invested

Capital invested by funds: $50.6M → $45.9M (-$4.72M)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
39
Holders Change
-4
Holders Change %
-9.3%
% of All Funds
0.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
2
Increased
10
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$14.1M +$20.8K +4,804 +0.1%
FFL
2
Flat Footed LLC
Wyoming
$7.86M +$10M +2,312,851 New
CG
3
Carlyle Group
District of Columbia
$3.9M
OC
4
Oppenheimer & Close
New York
$3.51M +$482K +111,161 +12%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.8M -$5.6K -1,292 -0.2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.69M -$190K -43,779 -5%
RR
7
Robotti Robert
$1.76M +$583K +134,650 +35%
First Manhattan
8
First Manhattan
New York
$1.49M +$334K +77,000 +21%
BlackRock
9
BlackRock
New York
$1.43M +$18.3K +4,217 +1%
PMG
10
Private Management Group
California
$1.27M -$50.3K -11,603 -3%
SAIG
11
Semper Augustus Investments Group
Colorado
$866K -$24.4K -5,628 -2%
Morgan Stanley
12
Morgan Stanley
New York
$777K +$104K +24,047 +12%
RA
13
Royce & Associates
New York
$738K
Geode Capital Management
14
Geode Capital Management
Massachusetts
$535K
BCM
15
Bridgeway Capital Management
Texas
$492K +$78K +18,000 +14%
HighTower Advisors
16
HighTower Advisors
Illinois
$292K -$871 -201 -0.2%
State Street
17
State Street
Massachusetts
$277K
Bank of America
18
Bank of America
North Carolina
$233K -$169 -39 -0.1%
SFI
19
Susquehanna Fundamental Investments
Pennsylvania
$210K -$45.1K -10,415 -14%
Northern Trust
20
Northern Trust
Illinois
$181K +$14.7K +3,390 +7%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$127K +$22.7K +5,235 +16%
PA
22
Perennial Advisors
New York
$92K -$7.37K -1,700 -6%
Renaissance Technologies
23
Renaissance Technologies
New York
$92K +$7.8K +1,800 +7%
TIM
24
Triad Investment Management
California
$49K +$62.6K +14,450 New
Squarepoint
25
Squarepoint
New York
$42K -$53.6K -12,374 -50%

SMHI Hedge Fund Activity: Q4 2021 in Review

39 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in SEACOR Marine Holdings (SMHI) for Q4 2021, worth a combined $45.9M — down 9.3% from $50.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SMHI and 2 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 10 added.

The largest buyer was Robotti Robert, adding an estimated $583K. The largest seller was Dimensional Fund Advisors, cutting an estimated $190K.

  • 39 institutional investors held SEACOR Marine Holdings (SMHI) as of Q4 2021, down from 43 in Q3 2021.
  • Funds reported $45.9M of SEACOR Marine Holdings stock for Q4 2021, down 9.3% quarter-over-quarter.
  • 2 funds opened new SEACOR Marine Holdings positions in Q4 2021 and 6 closed out, a net change of -4 holders.
  • The largest SEACOR Marine Holdings buyer in Q4 2021 was Robotti Robert, an estimated $583K added.
  • The largest SEACOR Marine Holdings seller in Q4 2021 was Dimensional Fund Advisors, an estimated $190K sold.

Based on aggregated 13F filings for Q4 2021.