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Webster Financial

457 hedge funds and large institutions have $5.96B invested in Webster Financial in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 169 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

0.5% more ownership

Funds ownership: 86.4%86.9% (+0.5%)

1% less funds holding

Funds holding: 461457 (-4)

1% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 171

8% less call options, than puts

Call options by funds: $3.76M | Put options by funds: $4.07M

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

14% less capital invested

Capital invested by funds: $6.94B → $5.96B (-$979M)

Holders
457
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
7.28%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
169
Reduced
171
Closed
48
Calls
$3.76M
Puts
$4.07M
Net Calls
-$312K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$51.7M +$29.6M +615,996 +89%
Holocene Advisors
27
Holocene Advisors
New York
$51.1M +$14.6M +304,171 +31%
T. Rowe Price Investment Management
28
T. Rowe Price Investment Management
Maryland
$49.5M +$5.58M +116,212 +10%
Charles Schwab
29
Charles Schwab
California
$49.1M -$132M -2,739,921 -69%
Morgan Stanley
30
Morgan Stanley
New York
$48.5M +$1.22M +25,388 +2%
PCM
31
Polaris Capital Management
Massachusetts
$46.4M
ACL
32
Azora Capital LP
Florida
$38.8M +$13.9M +289,731 +42%
Fisher Asset Management
33
Fisher Asset Management
Washington
$34.7M -$2.79M -58,084 -6%
SFM
34
Systematic Financial Management
New Jersey
$34.6M -$21.2K -441 -0.1%
SEI Investments
35
SEI Investments
Pennsylvania
$34M +$2.84M +59,157 +7%
SO
36
STRS Ohio
Ohio
$32.2M +$4.55M +94,832 +13%
UBS AM
37
UBS AM
Illinois
$28.8M -$706K -14,713 -2%
Legal & General Group
38
Legal & General Group
United Kingdom
$27.5M -$958K -19,967 -3%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$25.7M -$2.47M -51,379 -7%
FWIA
40
Fort Washington Investment Advisors
Ohio
$25.6M +$7.94M +165,441 +34%
Goldman Sachs
41
Goldman Sachs
New York
$24.3M -$51.7M -1,076,525 -64%
Ameriprise
42
Ameriprise
Minnesota
$23.5M +$933K +19,435 +3%
Victory Capital Management
43
Victory Capital Management
Texas
$23M +$26.1M +544,517 +1,422%
CRM
44
Cramer Rosenthal McGlynn
Connecticut
$23M -$11.7M -243,823 -30%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$22.7M +$5M +104,220 +22%
AU
46
Algebris (UK)
United Kingdom
$22.4M +$10.1M +210,439 +59%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$22.3M -$148K -3,088 -0.5%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.6M -$2.64M -55,083 -9%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$19.3M +$1.03M +21,392 +5%
Retirement Systems of Alabama
50
Retirement Systems of Alabama
Alabama
$18.9M +$701K +14,614 +3%