Hudson Edge Investment Partners Inc 13F annual report
Hudson Edge Investment Partners Inc is an investment fund managing more than $518 billion ran by Joann Conry. There are currently 191 companies in Mrs. Conry’s portfolio. The largest investments include HDFC Bank and Icon Plc, together worth $97.7 billion.
$518 billion Assets Under Management (AUM)
As of 30th July 2024, Hudson Edge Investment Partners Inc’s top holding is 792,800 shares of HDFC Bank currently worth over $51 billion and making up 9.9% of the portfolio value.
Relative to the number of outstanding shares of HDFC Bank, Hudson Edge Investment Partners Inc owns more than approximately 0.1% of the company.
In addition, the fund holds 149,100 shares of Icon Plc worth $46.7 billion, whose value grew 17.0% in the past six months.
The third-largest holding is Ryanair Holdings Plc-sp Adr worth $42.9 billion and the next is Taiwan Semiconductor Manufacturing worth $34.6 billion, with 198,955 shares owned.
Currently, Hudson Edge Investment Partners Inc's portfolio is worth at least $518 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Hudson Edge Investment Partners Inc
The Hudson Edge Investment Partners Inc office and employees reside in Jersey City, New Jersey. According to the last 13-F report filed with the SEC, Joann Conry serves as the Managing Partner, CCO at Hudson Edge Investment Partners Inc.
Recent trades
In the most recent 13F filing, Hudson Edge Investment Partners Inc revealed that it had opened a new position in
HDFC Bank and bought 792,800 shares worth $51 billion.
This means they effectively own approximately 0.1% of the company.
HDFC Bank makes up
44.0%
of the fund's Finance sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Johnson & Johnson by buying
3,986 additional shares.
This makes their stake in Johnson & Johnson total 49,925 shares worth $7.3 billion.
Johnson & Johnson dropped approximately 0.1% in the past year.
On the other hand, there are companies that Hudson Edge Investment Partners Inc is getting rid of from its portfolio.
Hudson Edge Investment Partners Inc closed its position in Thermo Fisher Scientific on 6th August 2024.
It sold the previously owned 8,953 shares for $5.2 billion.
Joann Conry also disclosed a decreased stake in Icon Plc by approximately 0.1%.
This leaves the value of the investment at $46.7 billion and 149,100 shares.
One of the average hedge funds
The two most similar investment funds to Hudson Edge Investment Partners Inc are Gateway Advisory and Lawson Kroeker Investment Management Inc/ne. They manage $518 billion and $518 billion respectively.
Joann Conry investment strategy
Hudson Edge Investment Partners Inc’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Finance — making up 22.4% of
the total portfolio value.
The fund focuses on investments in the United States as
84.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
50% of the total holdings value.
On the other hand, small-cap stocks make up only 3.1% of the portfolio.
The average market cap of the portfolio companies is close to $91.4 billion.
The complete list of Hudson Edge Investment Partners Inc trades based on 13F SEC filings
These positions were updated on August 6th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| HDFC Bank Ltd. |
Opened
792,800
|
$51,000,824,000 | 9.85% |
| Icon Plc |
3.51%
149,100
|
$46,738,377,000 | 9.03% |
| Ryanair Holdings Plc-sp Adr |
2.80%
368,100
|
$42,861,564,000 | 8.28% |
| Taiwan Semiconductor Manufacturing |
23.76%
198,955
|
$34,580,369,000 | 6.68% |
| JPMorgan Chase & Co. |
3.11%
50,661
|
$10,246,694,000 | 1.98% |
| MetLife, Inc. |
2.96%
105,514
|
$7,406,028,000 | 1.43% |
| Citigroup Inc |
3.40%
116,377
|
$7,385,284,000 | 1.43% |
| Johnson & Johnson |
8.68%
49,925
|
$7,297,038,000 | 1.41% |
| Simon Property Group, Inc. |
2.71%
45,101
|
$6,846,332,000 | 1.32% |
| Abbvie Inc |
2.00%
38,250
|
$6,560,640,000 | 1.27% |
| Lockheed Martin Corp. |
9.54%
13,732
|
$6,414,217,000 | 1.24% |
| Unitedhealth Group Inc |
2.77%
12,402
|
$6,315,843,000 | 1.22% |
| Entergy Corp. |
15.19%
58,497
|
$6,259,179,000 | 1.21% |
| Cisco Systems, Inc. |
10.11%
131,659
|
$6,255,119,000 | 1.21% |
| Xcel Energy Inc. |
8.84%
117,087
|
$6,253,617,000 | 1.21% |
| International Business Machines Corp. |
5.16%
36,038
|
$6,232,772,000 | 1.20% |
| State Street Corp. |
3.39%
83,492
|
$6,178,408,000 | 1.19% |
| United Rentals, Inc. |
6.65%
9,525
|
$6,160,103,000 | 1.19% |
| American Electric Power Company Inc. |
4.65%
69,398
|
$6,088,981,000 | 1.18% |
| Emerson Electric Co. |
3.42%
55,163
|
$6,076,756,000 | 1.17% |
| Exxon Mobil Corp. |
3.44%
52,085
|
$5,996,025,000 | 1.16% |
| Hubbell Inc. |
4.34%
16,317
|
$5,963,537,000 | 1.15% |
| Comcast Corp |
16.06%
152,171
|
$5,959,016,000 | 1.15% |
| Kraft Heinz Co |
11.72%
184,191
|
$5,934,634,000 | 1.15% |
| Dover Corp. |
11.64%
32,621
|
$5,886,459,000 | 1.14% |
| Home Depot, Inc. |
10.54%
17,024
|
$5,860,342,000 | 1.13% |
| Marathon Petroleum Corp |
2.32%
33,692
|
$5,844,888,000 | 1.13% |
| Conoco Phillips |
5.87%
50,552
|
$5,782,138,000 | 1.12% |
| Citizens Financial Group, Inc. |
10.77%
160,234
|
$5,773,231,000 | 1.12% |
| Capital One Financial Corp. |
8.82%
41,584
|
$5,757,305,000 | 1.11% |
| M & T Bank Corp |
10.84%
38,024
|
$5,755,313,000 | 1.11% |
| Snap-on, Inc. |
0.32%
21,963
|
$5,740,909,000 | 1.11% |
| Fiserv, Inc. |
2.15%
38,216
|
$5,695,713,000 | 1.10% |
| Constellation Brands, Inc. |
3.06%
21,673
|
$5,576,029,000 | 1.08% |
| Aflac Inc. |
14.16%
62,136
|
$5,549,366,000 | 1.07% |
| Bristol-Myers Squibb Co. |
5.44%
131,022
|
$5,441,344,000 | 1.05% |
| EOG Resources, Inc. |
16.62%
42,996
|
$5,411,907,000 | 1.05% |
| HCA Healthcare Inc |
8.38%
16,810
|
$5,400,717,000 | 1.04% |
| Genuine Parts Co. |
8.06%
38,182
|
$5,281,334,000 | 1.02% |
| Thermo Fisher Scientific Inc. |
Closed
8,953
|
$5,203,573,000 | |
| Hershey Company |
6.50%
27,846
|
$5,118,930,000 | 0.99% |
| Intel Corp. |
27.50%
162,272
|
$5,025,564,000 | 0.97% |
| Coca-Cola Co |
13.44%
76,579
|
$4,874,253,000 | 0.94% |
| Interpublic Group Of Cos., Inc. |
3.02%
165,084
|
$4,802,294,000 | 0.93% |
| CVS Health Corp |
4.27%
80,985
|
$4,782,974,000 | 0.92% |
| Berry Global Group Inc |
14.35%
81,085
|
$4,771,852,000 | 0.92% |
| Dollar General Corp. |
3.25%
35,909
|
$4,748,247,000 | 0.92% |
| Nucor Corp. |
86.47%
28,922
|
$4,571,990,000 | 0.88% |
| Cencora Inc. |
Opened
20,086
|
$4,525,376,000 | 0.87% |
| Henry Schein Inc. |
3.36%
67,272
|
$4,312,135,000 | 0.83% |
| J.m. Smucker Co. |
2.39%
39,446
|
$4,301,192,000 | 0.83% |
| Quest Diagnostics, Inc. |
25.52%
30,343
|
$4,153,350,000 | 0.80% |
| Warner Bros. Discovery Inc |
7.57%
491,852
|
$3,659,379,000 | 0.71% |
| Accenture plc |
349.36%
11,863
|
$3,599,353,000 | 0.70% |
| UDR Inc |
Opened
67,853
|
$2,792,151,000 | 0.54% |
| Lowe`s Cos., Inc. |
No change
11,622
|
$2,562,186,000 | 0.49% |
| Apple Inc |
3.71%
11,485
|
$2,418,971,000 | 0.47% |
| McDonald`s Corp |
1.06%
9,353
|
$2,383,519,000 | 0.46% |
| Lam Research Corp. |
No change
1,932
|
$2,057,290,000 | 0.40% |
| Alphabet Inc |
13.24%
17,392
|
$3,181,243,000 | 0.61% |
| Visa Inc |
No change
7,095
|
$1,862,225,000 | 0.36% |
| Pepsico Inc |
No change
10,070
|
$1,660,845,000 | 0.32% |
| Qualcomm, Inc. |
28.56%
8,300
|
$1,653,194,000 | 0.32% |
| Blackrock Inc. |
Opened
1,792
|
$1,410,877,000 | 0.27% |
| NRG Energy Inc. |
85.75%
13,253
|
$1,031,879,000 | 0.20% |
| NVIDIA Corp |
900.00%
7,440
|
$919,138,000 | 0.18% |
| Blackstone Inc |
No change
7,283
|
$901,635,000 | 0.17% |
| Chevron Corp. |
No change
5,431
|
$849,517,000 | 0.16% |
| Jacobs Engineering Group Inc. |
1.39%
5,967
|
$833,650,000 | 0.16% |
| Evercore Inc |
10.94%
3,728
|
$777,027,000 | 0.15% |
| Progress Software Corp. |
24.99%
13,665
|
$741,463,000 | 0.14% |
| Microchip Technology, Inc. |
1.24%
7,961
|
$728,432,000 | 0.14% |
| Home Bancshares Inc |
10.65%
30,398
|
$728,336,000 | 0.14% |
| SLM Corp. |
No change
33,639
|
$699,355,000 | 0.14% |
| Caci International Inc. |
No change
1,605
|
$690,359,000 | 0.13% |
| Curtiss-Wright Corp. |
No change
2,526
|
$684,495,000 | 0.13% |
| NMI Holdings Inc |
No change
20,078
|
$683,455,000 | 0.13% |
| World Kinect Corp |
9.14%
25,727
|
$663,757,000 | 0.13% |
| Solaris Oilfield Infrastructure Inc |
No change
72,903
|
$625,508,000 | 0.12% |
| Alamo Group Inc. |
13.46%
3,575
|
$618,475,000 | 0.12% |
| Maximus Inc. |
No change
7,155
|
$613,184,000 | 0.12% |
| Cigna Group/the |
36.38%
1,847
|
$610,563,000 | 0.12% |
| NextEra Energy Inc |
No change
8,600
|
$608,966,000 | 0.12% |
| Merck & Co Inc |
No change
4,849
|
$600,306,000 | 0.12% |
| ASGN Inc |
No change
6,798
|
$599,380,000 | 0.12% |
| Amazon.com Inc. |
27.85%
3,013
|
$582,262,000 | 0.11% |
| Innospec Inc |
No change
4,693
|
$580,008,000 | 0.11% |
| LyondellBasell Industries NV |
No change
6,041
|
$577,882,000 | 0.11% |
| Hancock Whitney Corp. |
No change
11,675
|
$558,415,000 | 0.11% |
| Valvoline Inc |
No change
12,595
|
$544,104,000 | 0.11% |
| Liberty Energy Inc |
No change
25,836
|
$539,714,000 | 0.10% |
| NNN REIT Inc |
No change
12,600
|
$536,760,000 | 0.10% |
| Wesco International, Inc. |
7.41%
3,386
|
$536,749,000 | 0.10% |
| Independent Bank Corporation (Ionia, MI) |
No change
19,703
|
$531,981,000 | 0.10% |
| Enersys |
12.53%
5,083
|
$526,192,000 | 0.10% |
| Ingevity Corp |
No change
11,939
|
$521,854,000 | 0.10% |
| STAG Industrial Inc |
No change
14,456
|
$521,283,000 | 0.10% |
| Knight-Swift Transportation Holdings Inc |
15.72%
10,411
|
$519,717,000 | 0.10% |
| Fox Factory Holding Corp |
Opened
10,621
|
$511,826,000 | 0.10% |
| Ameris Bancorp |
16.28%
10,026
|
$504,809,000 | 0.10% |
| Ollies Bargain Outlet Holdings Inc |
Opened
5,073
|
$498,016,000 | 0.10% |
| Sanfilippo (John B.) & Son, Inc |
No change
5,050
|
$490,709,000 | 0.09% |
| F.N.B. Corp. |
No change
35,492
|
$485,531,000 | 0.09% |
| Championx Corporation |
12.86%
14,450
|
$479,885,000 | 0.09% |
| Selective Insurance Group Inc. |
No change
5,075
|
$476,187,000 | 0.09% |
| Johnson Controls International plc |
2.76%
7,119
|
$473,200,000 | 0.09% |
| Sabra Healthcare REIT Inc |
No change
30,502
|
$469,731,000 | 0.09% |
| Healthcare Realty Trust Inc |
13.19%
27,917
|
$460,072,000 | 0.09% |
| Envista Holdings Corp |
36.11%
27,657
|
$459,936,000 | 0.09% |
| Brunswick Corp. |
16.99%
6,232
|
$453,503,000 | 0.09% |
| Hologic, Inc. |
Closed
5,679
|
$442,735,000 | |
| AMN Healthcare Services Inc. |
No change
7,909
|
$405,178,000 | 0.08% |
| Old National Bancorp |
15.28%
23,466
|
$403,381,000 | 0.08% |
| Deluxe Corp. |
No change
17,524
|
$393,589,000 | 0.08% |
| Acadia Healthcare Company Inc |
Opened
5,779
|
$390,314,000 | 0.08% |
| Enterprise Financial Services Corp. |
16.48%
9,266
|
$379,072,000 | 0.07% |
| Apple Hospitality REIT Inc |
No change
25,807
|
$375,234,000 | 0.07% |
| Allete, Inc. |
Closed
6,238
|
$372,034,000 | |
| Coterra Energy Inc |
No change
13,589
|
$362,419,000 | 0.07% |
| LXP Industrial Trust |
25.40%
39,654
|
$361,644,000 | 0.07% |
| Mativ Holdings Inc |
No change
21,283
|
$360,960,000 | 0.07% |
| Verizon Communications Inc |
No change
8,371
|
$345,220,000 | 0.07% |
| Boston Beer Co., Inc. |
27.54%
1,121
|
$341,961,000 | 0.07% |
| Carters Inc |
15.55%
5,372
|
$332,903,000 | 0.06% |
| Idacorp, Inc. |
16.90%
3,530
|
$328,820,000 | 0.06% |
| PROG Holdings, Inc. |
No change
9,444
|
$327,518,000 | 0.06% |
| Avista Corp. |
No change
9,126
|
$315,851,000 | 0.06% |
| Pfizer Inc. |
No change
11,148
|
$311,921,000 | 0.06% |
| Regal Rexnord Corp |
22.32%
2,285
|
$308,978,000 | 0.06% |
| Perficient Inc. |
Closed
5,310
|
$298,900,000 | |
| Helen of Troy Ltd |
No change
3,182
|
$295,099,000 | 0.06% |
| Old Second Bancorporation Inc. |
Opened
19,797
|
$293,194,000 | 0.06% |
| Inmode Ltd |
No change
15,871
|
$289,487,000 | 0.06% |
| NXP Semiconductors NV |
4.12%
1,071
|
$288,195,000 | 0.06% |
| Ensign Group Inc |
20.87%
2,268
|
$280,529,000 | 0.05% |
| Jones Lang Lasalle Inc. |
No change
1,292
|
$265,222,000 | 0.05% |
| SouthState Corporation |
No change
3,416
|
$261,051,000 | 0.05% |
| L3Harris Technologies Inc |
No change
1,100
|
$247,038,000 | 0.05% |
| Clean Harbors, Inc. |
57.27%
1,090
|
$246,504,000 | 0.05% |
| Gray Television, Inc. |
11.91%
45,388
|
$236,018,000 | 0.05% |
| Samsung Electr-gdr Reg S |
58.24%
157
|
$232,360,000 | 0.04% |
| Microsoft Corporation |
58.17%
507
|
$226,097,000 | 0.04% |
| Airbnb, Inc. |
58.19%
1,431
|
$216,983,000 | 0.04% |
| Ralph Lauren Corp |
63.10%
1,149
|
$201,144,000 | 0.04% |
| RTX Corp |
No change
1,980
|
$198,772,000 | 0.04% |
| CareTrust REIT Inc |
40.71%
7,688
|
$192,969,000 | 0.04% |
| CIENA Corp. |
Closed
3,894
|
$192,558,000 | |
| Heartland Financial USA, Inc. |
Closed
5,424
|
$190,654,000 | |
| KB Financial Group Inc |
58.20%
3,304
|
$187,039,000 | 0.04% |
| 1-800 Flowers.com Inc. |
No change
19,499
|
$185,630,000 | 0.04% |
| Deere & Co. |
36.83%
482
|
$180,090,000 | 0.03% |
| Northrop Grumman Corp. |
58.23%
406
|
$176,996,000 | 0.03% |
| HP Inc |
Opened
4,936
|
$172,859,000 | 0.03% |
| Bath & Body Works Inc |
36.95%
4,197
|
$163,893,000 | 0.03% |
| CNH Industrial NV |
Opened
15,930
|
$161,371,000 | 0.03% |
| Applied Materials Inc. |
No change
647
|
$152,686,000 | 0.03% |
| Federal Agricultural Mortgage Corp. |
No change
739
|
$133,626,000 | 0.03% |
| LKQ Corp |
24.39%
3,100
|
$128,929,000 | 0.02% |
| La-Z-Boy Inc. |
Closed
2,970
|
$111,731,000 | |
| Enterprise Products Partners L P |
Opened
3,600
|
$104,328,000 | 0.02% |
| Coherent Corp |
57.35%
1,384
|
$100,285,000 | 0.02% |
| Zebra Technologies Corp. |
98.00%
304
|
$93,915,000 | 0.02% |
| Fidelity National Information Services, Inc. |
Closed
1,257
|
$93,244,000 | |
| AdaptHealth Corp. |
18.83%
8,261
|
$82,610,000 | 0.02% |
| Starbucks Corp. |
Closed
894
|
$81,703,000 | |
| Target Corp |
Opened
539
|
$79,794,000 | 0.02% |
| Becton, Dickinson and Company |
Opened
325
|
$75,956,000 | 0.01% |
| McGrath Rentcorp |
51.09%
585
|
$62,332,000 | 0.01% |
| United Therapeutics Corp |
Closed
252
|
$57,889,000 | |
| Energy Transfer Lp |
Opened
2,600
|
$42,172,000 | 0.01% |
| abrdn Global Premier Properties Fund |
Opened
9,550
|
$36,481,000 | 0.01% |
| Hain Celestial Group Inc |
Closed
4,219
|
$33,161,000 | |
| Boston Scientific Corp. |
Opened
400
|
$30,804,000 | 0.01% |
| Mastercard Incorporated |
Opened
50
|
$22,058,000 | 0.00% |
| Seagate Technology Holdings Plc |
Opened
200
|
$20,654,000 | 0.00% |
| Berkshire Hathaway Inc. |
Opened
50
|
$20,340,000 | 0.00% |
| Abrdn Healthcare Opportunities |
Opened
850
|
$17,323,000 | 0.00% |
| Carlisle Companies Inc. |
Opened
40
|
$16,208,000 | 0.00% |
| Welltower Inc. |
Opened
150
|
$15,638,000 | 0.00% |
| Bank Of America Corp. |
Opened
350
|
$13,920,000 | 0.00% |
| General Dynamics Corp. |
Opened
40
|
$11,606,000 | 0.00% |
| American International Group Inc |
Opened
150
|
$11,136,000 | 0.00% |
| Public Service Enterprise Group Inc. |
Opened
150
|
$11,055,000 | 0.00% |
| RPM International, Inc. |
Opened
100
|
$10,768,000 | 0.00% |
| Hartford Financial Services Group Inc. |
Opened
100
|
$10,054,000 | 0.00% |
| Southern Company |
Opened
100
|
$7,757,000 | 0.00% |
| Avalonbay Communities Inc. |
Opened
20
|
$4,138,000 | 0.00% |
| Paccar Inc. |
Opened
33
|
$3,397,000 | 0.00% |
| Avery Dennison Corp. |
Opened
14
|
$3,061,000 | 0.00% |
| Cirrus Logic, Inc. |
96.34%
23
|
$2,936,000 | 0.00% |
| Jabil Inc |
96.05%
24
|
$2,611,000 | 0.00% |
| Universal Health Services, Inc. |
Opened
14
|
$2,589,000 | 0.00% |
| F5 Inc |
Opened
15
|
$2,583,000 | 0.00% |
| Mid-America Apartment Communities, Inc. |
Opened
17
|
$2,424,000 | 0.00% |
| Arrow Electronics Inc. |
Opened
20
|
$2,415,000 | 0.00% |
| Camden Property Trust |
Opened
22
|
$2,400,000 | 0.00% |
| Robert Half Inc |
Opened
34
|
$2,175,000 | 0.00% |
| Omega Healthcare Investors, Inc. |
Opened
61
|
$2,089,000 | 0.00% |
| Pinnacle West Capital Corp. |
Opened
24
|
$1,833,000 | 0.00% |
| Oge Energy Corp. |
Opened
44
|
$1,571,000 | 0.00% |
| Molson Coors Beverage Company |
Opened
30
|
$1,525,000 | 0.00% |
| Jazz Pharmaceuticals plc |
Opened
12
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$1,281,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 202 holdings | |||
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