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Savers
SVV

98 hedge funds and large institutions have $3.08B invested in Savers in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

3% more funds holding

Funds holding: 95 → 98 (+3)

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10.33% less ownership

Funds ownership: 113.13% → 102.8% (-10%)

19% less capital invested

Capital invested by funds: $3.8B → $3.08B (-$720M)

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
49
Increased
22
Reduced
17
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$48.2M
2
BlackRock
BlackRock
New York
+$29.2M
3
American Century Companies
American Century Companies
Missouri
+$24.5M
4
JP Morgan Chase
JP Morgan Chase
New York
+$15.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$14.7M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$17.2M
2
Millennium Management
Millennium Management
New York
-$8.1M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$7.7M
4
HRCM
Hood River Capital Management
Florida
-$7.11M
5
Norges Bank
Norges Bank
Norway
-$5.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Adage Capital Partners
26
Adage Capital Partners
Massachusetts
$6.16M -$1.62M -70,000 -18%
Holocene Advisors
27
Holocene Advisors
New York
$5.72M +$178K +7,710 +3%
GCM
28
Ghisallo Capital Management
Massachusetts
$5.6M – – –
Northern Trust
29
Northern Trust
Illinois
$3.92M +$4.84M +209,775 New
Charles Schwab
30
Charles Schwab
California
$3.39M +$4.19M +181,619 New
N
31
Nuveen
North Carolina
$3.03M +$3.47M +150,427 +1,291%
Renaissance Technologies
32
Renaissance Technologies
New York
$2.99M +$3.7M +160,069 New
RA
33
Royce & Associates
New York
$2.83M +$3.5M +151,726 New
OLA
34
Oliver Luxxe Assets
New Jersey
$2.47M +$3.05M +132,309 New
Squarepoint
35
Squarepoint
New York
$2.39M – – –
Morgan Stanley
36
Morgan Stanley
New York
$2.15M +$2.18M +94,318 +452%
WCA
37
Waratah Capital Advisors
Ontario, Canada
$2.08M +$2.57M +111,299 New
FG
38
Formula Growth
Quebec, Canada
$2.02M +$2.47M +107,000 +10,700%
IP
39
Interval Partners
New York
$1.87M +$2.31M +100,000 New
ECM
40
ExodusPoint Capital Management
New York
$1.67M +$620K +26,875 +43%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.41M +$1.74M +75,261 New
Legal & General Group
42
Legal & General Group
United Kingdom
$1.4M +$1.73M +74,989 New
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$1.25M +$1.55M +66,959 New
SGM
44
Seven Grand Managers
New York
$1.08M +$415K +17,972 +45%
HCP
45
Hiddenite Capital Partners
New York
$1.05M +$1.29M +56,000 New
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$1.02M +$1.26M +54,650 New
Fidelity International
47
Fidelity International
Bermuda
$934K -$924K -40,000 -44%
MS
48
Maven Securities
Jersey
$924K -$37.7K -1,632 -3%
AIMCA
49
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$866K +$1.07M +46,388 New
SO
50
STRS Ohio
Ohio
$819K +$1.01M +43,900 New
1
2
3 4 5

SVV Hedge Fund Activity: Q3 2023 in Review

98 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Savers (SVV) for Q3 2023, worth a combined $3.08B — down 19% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SVV positions and 45 closed out — a net gain of 4 holders — while 22 added to existing stakes and 17 trimmed.

The largest buyer was Vanguard Group, adding an estimated $48.2M. The largest seller was Citadel Advisors, cutting an estimated $17.2M.

  • 98 institutional investors held Savers (SVV) as of Q3 2023, up from 95 in Q2 2023.
  • Funds reported $3.08B of Savers stock for Q3 2023, down 19% quarter-over-quarter.
  • 49 funds opened new Savers positions in Q3 2023 and 45 closed out, a net change of +4 holders.
  • The largest Savers buyer in Q3 2023 was Vanguard Group, an estimated $48.2M added.
  • The largest Savers seller in Q3 2023 was Citadel Advisors, an estimated $17.2M sold.

Based on aggregated 13F filings for Q3 2023.