MRNY vs HIPS overlap
2 institutions report holding both MRNY and HIPS.
MRNYHIPS
Pick 2 to 4 ETFs.
We don’t have holdings for HIPS. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
2
institutions report holding both, of 40 holding any
MRNY0.0% of its 13F dollars, 20.0% of its 10 holders
HIPS2.1% of its 13F dollars, 6.3% of its 32 holders
Largest institutions holding both
| Firm | MRNY | HIPS |
|---|---|---|
| Osaic Holdings, Inc. | $1K | $525K |
| Wells Fargo & Company | $11 | $15 |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: MRNY institutional holders, HIPS institutional holders.
Frequently asked questions
Do institutions hold both MRNY and HIPS?
2 Form 13F filers report positions in both, out of 40 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.