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111 hedge funds and large institutions have $1.74B invested in Savers in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,378% more call options, than puts

Call options by funds: $532K | Put options by funds: $36K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

8% more funds holding

Funds holding: 103111 (+8)

1.23% more ownership

Funds ownership: 104.89%106.12% (+1.2%)

0% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 32

2% less capital invested

Capital invested by funds: $1.77B → $1.74B (-$34M)

Holders
111
Holders Change
+8
Holders Change %
+7.77%
% of All Funds
1.46%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
27
Increased
32
Reduced
32
Closed
18
Calls
$532K
Puts
$36K
Net Calls
+$496K
Net Calls Change
+$507K
Name Holding Trade Value Shares
Change
Change in
Stake
AM
1
Ares Management
California
$1.38B
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$61.2M +$19.6M +1,970,894 +49%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$41M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$40.3M +$4.89M +491,881 +14%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$37.8M +$31.2M +3,138,844 +570%
JP Morgan Chase
6
JP Morgan Chase
New York
$27.7M -$7.22M -726,747 -21%
Vanguard Group
7
Vanguard Group
Pennsylvania
$24.4M +$679K +68,316 +3%
MP
8
Makaira Partners
California
$21.1M -$2.35M -236,000 -10%
BlackRock
9
BlackRock
New York
$20.8M +$1.49M +149,714 +8%
Ameriprise
10
Ameriprise
Minnesota
$11.3M +$11M +1,104,735 New
State Street
11
State Street
Massachusetts
$5.83M +$412K +41,411 +8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$5.69M +$118K +11,855 +2%
Marshall Wace
13
Marshall Wace
United Kingdom
$5.55M +$5M +503,230 +1,329%
Primecap Management
14
Primecap Management
California
$4.84M +$4.07M +409,850 +662%
Goldman Sachs
15
Goldman Sachs
New York
$4.65M -$601K -60,447 -12%
ACM
16
Archon Capital Management
Washington
$3.95M +$3.82M +384,884 New
Verition Fund Management
17
Verition Fund Management
Connecticut
$3.74M +$1.14M +114,574 +46%
Morgan Stanley
18
Morgan Stanley
New York
$2.62M -$620K -62,362 -20%
FAM
19
Fred Alger Management
New York
$2.53M -$569K -57,274 -19%
Charles Schwab
20
Charles Schwab
California
$2.31M +$174K +17,482 +8%
Northern Trust
21
Northern Trust
Illinois
$2.29M +$137K +13,764 +7%
Universal-Beteiligungs- und Servicegesellschaft
22
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.99M +$1.92M +193,715 New
HA
23
Homestead Advisers
Virginia
$1.53M
UBS Group
24
UBS Group
Switzerland
$1.49M +$855K +86,052 +144%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.28M +$601K +60,507 +94%

SVV Hedge Fund Activity: Q4 2024 in Review

111 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Savers (SVV) for Q4 2024, worth a combined $1.74B — down 1.9% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SVV positions and 18 closed out — a net gain of 9 holders — while 32 added to existing stakes and 32 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $31.2M. The largest seller was Sunriver Management, exiting entirely with an estimated $24.2M sold.

  • 111 institutional investors held Savers (SVV) as of Q4 2024, up from 103 in Q3 2024.
  • Funds reported $1.74B of Savers stock for Q4 2024, down 1.9% quarter-over-quarter.
  • 27 funds opened new Savers positions in Q4 2024 and 18 closed out, a net change of +9 holders.
  • The largest Savers buyer in Q4 2024 was Baillie Gifford & Co, an estimated $31.2M added.
  • The largest Savers seller in Q4 2024 was Sunriver Management, an estimated $24.2M sold.

Based on aggregated 13F filings for Q4 2024.