We are live on ! Find out more

108 hedge funds and large institutions have $2.13B invested in Savers in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

6% more funds holding

Funds holding: 102108 (+6)

3% more call options, than puts

Call options by funds: $33K | Put options by funds: $32K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.97% less ownership

Funds ownership: 109.5%107.53% (-2%)

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

37% less capital invested

Capital invested by funds: $3.41B → $2.13B (-$1.28B)

Holders
108
Holders Change
+6
Holders Change %
+5.88%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
35
Reduced
39
Closed
18
Calls
$33K
Puts
$32K
Net Calls
+$1K
Net Calls Change
-$498K
Name Holding Trade Value Shares
Change
Change in
Stake
AM
1
Ares Management
California
$1.65B
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$61.2M
JP Morgan Chase
3
JP Morgan Chase
New York
$45.1M +$4.83M +323,656 +10%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$40.6M +$11.5M +771,144 +30%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$32.2M -$28.5M -1,909,210 -42%
Vanguard Group
6
Vanguard Group
Pennsylvania
$27.5M -$90.1K -6,034 -0.3%
MP
7
Makaira Partners
California
$27.4M +$33.4M +2,240,000 New
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$25.3M +$23.7M +1,586,964 +329%
Ameriprise
9
Ameriprise
Minnesota
$23.3M +$4.64M +310,593 +20%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.1M +$7.19M +481,423 +34%
BlackRock
11
BlackRock
New York
$22.6M -$3.73M -250,074 -12%
SM
12
Sunriver Management
Connecticut
$20.6M +$25.1M +1,680,088 New
TCM
13
TimesSquare Capital Management
New York
$9.5M +$241K +16,150 +2%
EA
14
Emerald Advisers
Pennsylvania
$9.16M -$7.53M -504,340 -40%
State Street
15
State Street
Massachusetts
$8.51M -$1.33M -88,943 -11%
SCM
16
Simcoe Capital Management
New York
$8.04M -$1.36M -91,368 -12%
Marshall Wace
17
Marshall Wace
United Kingdom
$6.71M -$1.98M -132,437 -19%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$6.03M -$263K -17,594 -3%
CP
19
CenterBook Partners
Connecticut
$5.33M +$6.5M +435,628 New
Federated Hermes
20
Federated Hermes
Pennsylvania
$5.1M -$642K -43,000 -9%
Baillie Gifford & Co
21
Baillie Gifford & Co
United Kingdom
$5M +$6.1M +408,533 New
EMFAT
22
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.91M -$8.65M -579,419 -59%
Morgan Stanley
23
Morgan Stanley
New York
$4.31M +$3.59M +240,174 +214%
FAM
24
Fred Alger Management
New York
$3.87M -$9.71M -650,663 -67%
Millennium Management
25
Millennium Management
New York
$3.87M +$2.09M +139,811 +79%

SVV Hedge Fund Activity: Q2 2024 in Review

108 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Savers (SVV) for Q2 2024, worth a combined $2.13B — down 37% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SVV positions and 18 closed out — a net gain of 6 holders — while 35 added to existing stakes and 39 trimmed.

The largest buyer was Makaira Partners, opening a new position worth an estimated $33.4M. The largest seller was American Century Companies, exiting entirely with an estimated $51.5M sold.

  • 108 institutional investors held Savers (SVV) as of Q2 2024, up from 102 in Q1 2024.
  • Funds reported $2.13B of Savers stock for Q2 2024, down 37% quarter-over-quarter.
  • 24 funds opened new Savers positions in Q2 2024 and 18 closed out, a net change of +6 holders.
  • The largest Savers buyer in Q2 2024 was Makaira Partners, an estimated $33.4M added.
  • The largest Savers seller in Q2 2024 was American Century Companies, an estimated $51.5M sold.

Based on aggregated 13F filings for Q2 2024.