Savers
86 hedge funds and large institutions have $3.01B invested in Savers in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 32 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
75% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 20
5.28% more ownership
Funds ownership: 102.8% → 108.09% (+5.3%)
2% less capital invested
Capital invested by funds: $3.08B → $3.01B (-$65.4M)
12% less funds holding
Funds holding: 98 → 86 (-12)
38% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 32
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$58.1M |
| 2 |
JP Morgan Chase
New York
|
+$18.8M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$16M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$14.2M |
| 5 |
SCM
Simcoe Capital Management
New York
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$13M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$9.52M |
| 3 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$7.55M |
| 4 |
OAM
Ophir Asset Management
Sydney,
Australia
|
-$7.47M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$6.59M |
SVV Hedge Fund Activity: Q4 2023 in Review
86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Savers (SVV) for Q4 2023, worth a combined $3.01B — down 2.1% from $3.08B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of SVV and 20 opened new positions — a net loss of 12 holders — while 20 trimmed existing stakes and 35 added.
The largest buyer was Fidelity Investments, adding an estimated $58.1M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $13M sold.
- 86 institutional investors held Savers (SVV) as of Q4 2023, down from 98 in Q3 2023.
- Funds reported $3.01B of Savers stock for Q4 2023, down 2.1% quarter-over-quarter.
- 20 funds opened new Savers positions in Q4 2023 and 32 closed out, a net change of -12 holders.
- The largest Savers buyer in Q4 2023 was Fidelity Investments, an estimated $58.1M added.
- The largest Savers seller in Q4 2023 was Loomis, Sayles & Company, an estimated $13M sold.
Based on aggregated 13F filings for Q4 2023.