Savers
103 hedge funds and large institutions have $1.77B invested in Savers in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 26 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 29
6% less call options, than puts
Call options by funds: $163K | Put options by funds: $174K
2.64% less ownership
Funds ownership: 107.53% → 104.89% (-2.6%)
5% less funds holding
Funds holding: 108 → 103 (-5)
15% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 26
17% less capital invested
Capital invested by funds: $2.13B → $1.77B (-$356M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.24M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$6.96M |
| 3 |
SM
Sunriver Management
Greenwich,
Connecticut
|
+$6.36M |
| 4 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
+$3.52M |
| 5 |
Goldman Sachs
New York
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$23.3M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$19.8M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$10.2M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$9.5M |
| 5 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$9.16M |
SVV Hedge Fund Activity: Q3 2024 in Review
103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Savers (SVV) for Q3 2024, worth a combined $1.77B — down 17% from $2.13B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of SVV and 22 opened new positions — a net loss of 4 holders — while 29 trimmed existing stakes and 35 added.
The largest buyer was Fidelity Investments, adding an estimated $8.24M. The largest seller was Ameriprise, exiting entirely with an estimated $23.3M sold.
- 103 institutional investors held Savers (SVV) as of Q3 2024, down from 108 in Q2 2024.
- Funds reported $1.77B of Savers stock for Q3 2024, down 17% quarter-over-quarter.
- 22 funds opened new Savers positions in Q3 2024 and 26 closed out, a net change of -4 holders.
- The largest Savers buyer in Q3 2024 was Fidelity Investments, an estimated $8.24M added.
- The largest Savers seller in Q3 2024 was Ameriprise, an estimated $23.3M sold.
Based on aggregated 13F filings for Q3 2024.