HANDELSBANKEN FONDER AB

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Handelsbanken Fonder AB is based out of Stockholm. Their last reported 13F filing for Q1 2021 included $17,617,264,000 in managed 13F securities and a top 10 holdings concentration of 22.04%. Handelsbanken Fonder AB's largest holding is Microsoft Corp. with shares held of 2,854,845. Whalewisdom has at least 27 13F filings, and 13 13G filings

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03/31/2021

13F Activity

  • Market Value $17.617 Billion
  • Prior Market Value $16.447 Billion
  • New Purchases66 stocks
  • Additional Purchases485 stocks
  • Sold out of53 stocks
  • Reduced holdings in269 stocks
  • Top 10 Holdings % 22.04 %
  • Turnover % [1]:7.64%
  • Turnover Alt % [2]: 6.95 %
  • Time Held Top20:6.85 quarters
  • Time Held Top10:6.70 quarters
  • Time Held All:4.00 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-05-17

Performance for Q1 2021: -0.23%
Performance Last 4 Quarters: 36.02%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

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Insider Transactions in the past year

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WhaleScore history for HANDELSBANKEN FONDER AB

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**EXPERIMENTAL** Current International Short Positions

Only includes UK, France, Germany, Japan, and HKEX are presently being processed.

Holder Issuer Net Short Position Position Date Origin

Short Position History (last 100)

Holder Net Short Position Position Date Origin
ALCUR FONDER AB Byggmax Group AB 0.51% 2021-02-25 Sweden
ALCUR FONDER AB Clas Ohlson Aktiebolag 0.59% 2021-03-01 Sweden
ALCUR FONDER AB Clas Ohlson Aktiebolag 0.67% 2021-02-23 Sweden
ALCUR FONDER AB Pandox Aktiebolag 0.75% 2021-02-19 Sweden
ALCUR FONDER AB Pandox Aktiebolag 0.6% 2021-02-09 Sweden
ALCUR FONDER AB Pandox Aktiebolag 0.55% 2021-01-27 Sweden
ALCUR FONDER AB Pandox Aktiebolag 0.71% 2021-01-15 Sweden
ALCUR FONDER AB Scandic Hotels Group AB 0.68% 2021-03-03 Sweden
ALCUR FONDER AB Scandic Hotels Group AB 0.76% 2021-02-22 Sweden
ALCUR FONDER AB Scandic Hotels Group AB 0.81% 2021-02-19 Sweden
ALCUR FONDER AB Scandic Hotels Group AB 1.2% 2021-02-15 Sweden
ALCUR FONDER AB Scandic Hotels Group AB 1.11% 2021-02-01 Sweden
ALCUR FONDER AB Scandic Hotels Group AB 1.31% 2021-01-21 Sweden
ALCUR FONDER AB Scandic Hotels Group AB 1.25% 2021-01-15 Sweden

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