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102 hedge funds and large institutions have $3.41B invested in Savers in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,990% more call options, than puts

Call options by funds: $509K | Put options by funds: $10K

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

57% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 23

19% more funds holding

Funds holding: 86102 (+16)

13% more capital invested

Capital invested by funds: $3.01B → $3.41B (+$392M)

1.41% more ownership

Funds ownership: 108.09%109.5% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
102
Holders Change
+16
Holders Change %
+18.6%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
36
Reduced
23
Closed
10
Calls
$509K
Puts
$10K
Net Calls
+$499K
Net Calls Change
+$502K
Name Holding Trade Value Shares
Change
Change in
Stake
AM
1
Ares Management
California
$2.6B
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$96.4M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$87.5M +$13.1M +700,795 +18%
JP Morgan Chase
4
JP Morgan Chase
New York
$64.8M +$1.17M +62,764 +2%
American Century Companies
5
American Century Companies
Missouri
$51.5M +$6.99M +374,351 +16%
AllianceBernstein
6
AllianceBernstein
Tennessee
$50M +$1.79M +96,049 +4%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$49.1M +$3.83M +205,351 +9%
Vanguard Group
8
Vanguard Group
Pennsylvania
$43.4M -$271K -14,492 -0.6%
BlackRock
9
BlackRock
New York
$40.4M +$741K +39,696 +2%
Ameriprise
10
Ameriprise
Minnesota
$30.7M +$9.25M +495,650 +45%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27M +$26.2M +1,401,846 New
EA
12
Emerald Advisers
Pennsylvania
$24.2M +$1.61M +86,262 +7%
N
13
Nuveen
North Carolina
$21M +$11.8M +630,474 +137%
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$18.9M +$943K +50,514 +5%
FAM
15
Fred Alger Management
New York
$18.6M +$8.53M +456,887 +90%
State Street
16
State Street
Massachusetts
$15.1M +$5.14M +275,098 +54%
TCM
17
TimesSquare Capital Management
New York
$14.7M -$492K -26,376 -3%
SCM
18
Simcoe Capital Management
New York
$14.4M
Marshall Wace
19
Marshall Wace
United Kingdom
$13.1M +$6.14M +328,972 +93%
Deutsche Bank
20
Deutsche Bank
Germany
$10.7M +$1.36M +72,599 +15%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$9.84M +$194K +10,402 +2%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$9.29M +$7.25M +388,425 +417%
Norges Bank
23
Norges Bank
Norway
$8.95M -$18.3M -978,621 -68%
Federated Hermes
24
Federated Hermes
Pennsylvania
$8.87M -$373K -20,000 -4%
ER
25
EVR Research
Virginia
$6.27M +$6.07M +325,000 New

SVV Hedge Fund Activity: Q1 2024 in Review

102 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Savers (SVV) for Q1 2024, worth a combined $3.41B — up 13% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SVV positions and 10 closed out — a net gain of 17 holders — while 36 added to existing stakes and 23 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $26.2M. The largest seller was Norges Bank, cutting an estimated $18.3M.

  • 102 institutional investors held Savers (SVV) as of Q1 2024, up from 86 in Q4 2023.
  • Funds reported $3.41B of Savers stock for Q1 2024, up 13% quarter-over-quarter.
  • 27 funds opened new Savers positions in Q1 2024 and 10 closed out, a net change of +17 holders.
  • The largest Savers buyer in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $26.2M added.
  • The largest Savers seller in Q1 2024 was Norges Bank, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2024.