Hudson Edge Investment Partners Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 31, 2024), Hudson Edge Investment Partners Inc. reported 195 stock positions worth $539.4 million. Its top holding was HDFC Bank Ltd.-ADR (HDB) at 9.5% of the portfolio, followed by Icon (ICLR, 8.5%) and Ryanair Holdings PLC-SP ADR (RYAAY, 8.0%). Compared with Q2 2024, it opened 7 new positions, sold out of 5, added to 36 and reduced 75. The biggest buy was a new position in Oneok (OKE) and the biggest sale Exxon Mobil (XOM, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- JERSEY CITY, NJ
- CIK
- 0000740272
- Portfolio Value
- $539.4M (Q3 2024)
- SEC Filing
- 0001140361-24-044755 ↗ filed Oct 31, 2024
Holdings Value
Holdings 195 stocks · $539.4M
| HDB HDFC Bank Ltd.-ADR | 9.47% | 816,400 | $51.1M | Add +3.0% |
| ICLR Icon PLC | 8.45% | 158,659 | $45.6M | Add +6.4% |
| RYAAY Ryanair Holdings PLC-SP ADR | 7.96% | 950,250 | $42.9M | Add +158.2% |
| TSM Taiwan Semiconductor-SP ADR | 6.60% | 204,855 | $35.6M | Add +3.0% |
| JPM JPMorgan Chase & Co. | 1.67% | 42,821 | $9.0M | Reduce -15.5% |
| MET Metlife Inc. | 1.57% | 102,604 | $8.5M | Reduce -2.8% |
| JNJ Johnson & Johnson | 1.47% | 48,833 | $7.9M | Reduce -2.2% |
| BMY Bristol-Myers Squibb Co. | 1.32% | 137,698 | $7.1M | Add +5.1% |
| C Citigroup Inc. | 1.32% | 113,637 | $7.1M | Reduce -2.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.31% | 31,964 | $7.1M | Reduce -11.3% |
| SPG Simon Property Group Inc. | 1.30% | 41,434 | $7.0M | Reduce -8.1% |
| HUBB Hubbell Inc. | 1.27% | 15,947 | $6.8M | Reduce -2.3% |
| CSCO Cisco Systems Inc. | 1.25% | 126,713 | $6.7M | Reduce -3.8% |
| ETR Entergy Corp. | 1.25% | 51,077 | $6.7M | Reduce -12.7% |
| HCA HCA Healthcare Inc. | 1.24% | 16,490 | $6.7M | Reduce -1.9% |
| FISV Fiserv Inc. | 1.24% | 37,256 | $6.7M | Reduce -2.5% |
| URI United Rentals Inc. | 1.24% | 8,257 | $6.7M | Reduce -13.3% |
| XEL Xcel Energy Inc. | 1.24% | 102,243 | $6.7M | Reduce -12.7% |
| ABBV Abbvie Inc. | 1.23% | 33,611 | $6.6M | Reduce -12.1% |
| LMT Lockheed Martin Corp. | 1.22% | 11,299 | $6.6M | Reduce -17.7% |
| STT State Street Corp. | 1.22% | 74,580 | $6.6M | Reduce -10.7% |
| KHC The Kraft Heinz Co. | 1.21% | 186,137 | $6.5M | Add +1.1% |
| COF Capital One Financial Corp. | 1.20% | 43,278 | $6.5M | Add +4.1% |
| AFL Aflac Inc. | 1.19% | 57,538 | $6.4M | Reduce -7.4% |
| DOV Dover Corp. | 1.19% | 33,422 | $6.4M | Add +2.5% |
| HD Home Depot Inc. | 1.18% | 15,760 | $6.4M | Reduce -7.4% |
| CMCSA Comcast Corp. Class A | 1.18% | 151,831 | $6.3M | Reduce -0.2% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 1.17% | 35,450 | $6.3M | Reduce -6.8% |
| UDR Udr Inc. | 1.16% | 137,760 | $6.2M | Add +103.0% |
| SNA Snap-on Inc. | 1.16% | 21,543 | $6.2M | Reduce -1.9% |
| AEP American Electric Power | 1.14% | 59,808 | $6.1M | Reduce -13.8% |
| STZ Constellation Brands Inc. Class A | 1.14% | 23,764 | $6.1M | Add +9.7% |
| GPC Genuine Parts Co. | 1.11% | 42,972 | $6.0M | Add +12.6% |
| UNH Unitedhealth Group Inc. | 1.10% | 10,180 | $6.0M | Reduce -17.9% |
| NUE Nucor Corp. | 1.10% | 39,562 | $5.9M | Add +36.8% |
| EMR Emerson Electric Co. | 1.09% | 53,883 | $5.9M | Reduce -2.3% |
| CFG Citizens Financial Group | 1.07% | 141,117 | $5.8M | Reduce -11.9% |
| ACN Accenture PLC Class A | 1.07% | 16,274 | $5.8M | Add +37.2% |
| COR Cencora Inc. | 1.05% | 25,152 | $5.7M | Add +25.2% |
| BERY Berry Global Group Inc. | 1.00% | 79,225 | $5.4M | Reduce -2.3% |
| HSY The Hershey Co. | 1.00% | 28,059 | $5.4M | Add +0.8% |
| MPC Marathon Petroleum Corp. | 0.99% | 32,862 | $5.4M | Reduce -2.5% |
| OKE Oneok Inc. | 0.98% | 58,052 | $5.3M | New |
| COP Conocophillips | 0.96% | 49,412 | $5.2M | Reduce -2.3% |
| EOG EOG Resources Inc. | 0.96% | 42,056 | $5.2M | Reduce -2.2% |
| IPG Interpublic Group of Cos Inc. | 0.95% | 161,304 | $5.1M | Reduce -2.3% |
| CVS CVS Health Corp. | 0.92% | 79,115 | $5.0M | Reduce -2.3% |
| DGX Quest Diagnostics Inc. | 0.91% | 31,700 | $4.9M | Add +4.5% |
| HSIC Henry Schein Inc. | 0.89% | 65,772 | $4.8M | Reduce -2.2% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.87% | 38,846 | $4.7M | Reduce -1.5% |
| INTC Intel Corp. | 0.76% | 174,538 | $4.1M | Add +7.6% |
| MDT Medtronic PLC | 0.74% | 44,144 | $4.0M | New |
| WBD Warner Bros Discovery Inc. | 0.73% | 480,412 | $4.0M | Reduce -2.3% |
| DG Dollar General Corp. | 0.58% | 37,102 | $3.1M | Add +3.3% |
| LOW Lowe's Cos Inc. | 0.57% | 11,444 | $3.1M | Reduce -1.5% |
| MCD McDonald's Corp. | 0.52% | 9,203 | $2.8M | Reduce -1.6% |
| AAPL Apple Inc. | 0.49% | 11,233 | $2.6M | Reduce -2.2% |
| V Visa Inc. Class A | 0.36% | 7,095 | $2.0M | No change |
| PEP Pepsico Inc. | 0.31% | 9,945 | $1.7M | Reduce -1.2% |
| BLK BlackRock Inc. | 0.31% | 1,766 | $1.7M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 0.31% | 10,025 | $1.7M | Reduce -4.2% |
| QCOM Qualcomm Inc. | 0.26% | 8,150 | $1.4M | Reduce -1.8% |
| NRG NRG Energy Inc. | 0.21% | 12,673 | $1.2M | Reduce -4.4% |
| BX Blackstone Inc. | 0.20% | 7,083 | $1.1M | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 0.20% | 6,522 | $1.1M | Reduce -5.8% |
| NVDA Nvidia Corp. | 0.17% | 7,440 | $904K | No change |
| HOMB Home Bancshares Inc. | 0.17% | 33,129 | $897K | Add +9.0% |
| PRGS Progress Software Corp. | 0.16% | 12,468 | $840K | Reduce -8.8% |
| CW Curtiss-Wright Corp. | 0.15% | 2,526 | $830K | No change |
| NMIH Nmi Holdings Inc. filed as NMI HLDGS INC | 0.15% | 20,078 | $827K | No change |
| CACI Caci International Inc. Class A | 0.15% | 1,605 | $810K | No change |
| EVR Evercore Inc. Class A | 0.14% | 3,075 | $779K | Reduce -17.5% |
| CVX Chevron Corp. | 0.14% | 5,244 | $772K | Reduce -3.4% |
| SLM SLM Corp. | 0.14% | 33,639 | $769K | No change |
| J Jacobs Solutions Inc. | 0.14% | 5,677 | $743K | Reduce -4.9% |
| NEE Nextera Energy Inc. | 0.13% | 8,600 | $727K | No change |
| HWC Hancock Whitney Corp. | 0.12% | 13,090 | $670K | Add +12.1% |
| ENS Enersys | 0.12% | 6,550 | $668K | Add +28.9% |
| MMS Maximus Inc. | 0.12% | 7,155 | $667K | No change |
| WCC Wesco International Inc. | 0.12% | 3,886 | $653K | Add +14.8% |
| ALG Alamo Group Inc. | 0.12% | 3,575 | $644K | No change |
| CI The Cigna Group | 0.12% | 1,847 | $640K | No change |
| EFOR Everforth Inc. filed as ASGN INC | 0.12% | 6,798 | $634K | No change |
| WKC World Kinect Corp. | 0.12% | 20,482 | $633K | Reduce -20.4% |
| MCHP Microchip Technology Inc. | 0.11% | 7,711 | $619K | Reduce -3.1% |
| NGVT Ingevity Corp. | 0.11% | 15,400 | $601K | Add +29.0% |
| HR Healthcare Realty Trust Inc. | 0.11% | 32,084 | $582K | Add +14.9% |
| NNN NNN REIT Inc. | 0.11% | 12,000 | $582K | Reduce -4.8% |
| FNB FNB Corp. | 0.11% | 40,686 | $574K | Add +14.6% |
| OSBC Old Second Bancorp Inc. | 0.11% | 36,362 | $567K | Add +83.7% |
| STAG Stag Industrial Inc. | 0.10% | 14,456 | $565K | No change |
| KNX Knight-Swift Transportation | 0.10% | 10,411 | $562K | No change |
| AMZN Amazon.com Inc. | 0.10% | 3,013 | $561K | No change |
| LBRT Liberty Energy Inc. | 0.10% | 29,244 | $558K | Add +13.2% |
| MRK Merck & Co. Inc. | 0.10% | 4,849 | $551K | No change |
| LYB Lyondellbasell Indu Class A | 0.10% | 5,741 | $551K | Reduce -5.0% |
| ABCB Ameris Bancorp | 0.10% | 8,755 | $546K | Reduce -12.7% |
| IOSP Innospec Inc. | 0.10% | 4,693 | $531K | No change |
| RRX Regal Rexnord Corp. | 0.10% | 3,188 | $529K | Add +39.5% |
| VVV Valvoline Inc. | 0.10% | 12,595 | $527K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| XOM Exxon Mobil Corp. | Reduce -98.9% | 0.01% | −1.15 |
| KO The Coca-Cola Co. | Reduce -99.9% | 0.00% | −0.94 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.40 |
| JPM JPMorgan Chase & Co. | Reduce -15.5% | 1.67% | −0.31 |
| COP Conocophillips | Reduce -2.3% | 0.96% | −0.15 |
| MPC Marathon Petroleum Corp. | Reduce -2.5% | 0.99% | −0.14 |
| UNH Unitedhealth Group Inc. | Reduce -17.9% | 1.10% | −0.12 |
| C Citigroup Inc. | Reduce -2.4% | 1.32% | −0.11 |
| EOG EOG Resources Inc. | Reduce -2.2% | 0.96% | −0.09 |
| EMR Emerson Electric Co. | Reduce -2.3% | 1.09% | −0.08 |
| QCOM Qualcomm Inc. | Reduce -1.8% | 0.26% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -4.2% | 0.31% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -5.8% | 0.20% | −0.04 |
| CFG Citizens Financial Group | Reduce -11.9% | 1.07% | −0.04 |
| AEP American Electric Power | Reduce -13.8% | 1.14% | −0.04 |
| ENSG The Ensign Group Inc. | Reduce -72.0% | 0.02% | −0.04 |
| ABBV Abbvie Inc. | Reduce -12.1% | 1.23% | −0.04 |
| BBWI Bath & Body Works Inc. | Sold out | 0.00% | −0.03 |
| SEI Solaris Energy Infrastructur | Reduce -47.3% | 0.09% | −0.03 |
| MCHP Microchip Technology Inc. | Reduce -3.1% | 0.11% | −0.03 |
| LKQ LKQ Corp. | Sold out | 0.00% | −0.02 |
| SPG Simon Property Group Inc. | Reduce -8.1% | 1.30% | −0.02 |
| J Jacobs Solutions Inc. | Reduce -4.9% | 0.14% | −0.02 |
| CVX Chevron Corp. | Reduce -3.4% | 0.14% | −0.02 |
| RL Ralph Lauren Corp. | Reduce -47.0% | 0.02% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -17.7% | 1.22% | −0.01 |
| GTN Gray Media Inc. | Reduce -27.5% | 0.03% | −0.01 |
| CTRA Coterra Energy Inc. | Reduce -5.2% | 0.06% | −0.01 |
| NXPI NXP Semiconductors NV | Reduce -9.3% | 0.04% | −0.01 |
| EFSC Enterprise Financial Service | Reduce -30.9% | 0.06% | −0.01 |
| WKC World Kinect Corp. | Reduce -20.4% | 0.12% | −0.01 |
| ONB Old National Bancorp | Reduce -15.9% | 0.07% | −0.01 |
| LYB Lyondellbasell Indu Class A | Reduce -5.0% | 0.10% | −0.01 |
| LXP LXP Industrial Trust | Reduce -18.2% | 0.06% | −0.01 |
| IBCP Independent Bank Corp. - Mich | Reduce -22.4% | 0.09% | −0.01 |
| PEP Pepsico Inc. | Reduce -1.2% | 0.31% | −0.01 |
| XAWPX Abrdn Global Premier Propert | Sold out | 0.00% | −0.01 |
| CTRE Caretrust REIT Inc. | Reduce -30.6% | 0.03% | −0.01 |
| EVR Evercore Inc. Class A | Reduce -17.5% | 0.14% | −0.01 |
| HPQ HP Inc. | Reduce -14.2% | 0.03% | −0.01 |
| COHR Coherent Corp. | Reduce -33.0% | 0.02% | −0.00 |
| THQ Abrdn Healthcare Opport | Sold out | 0.00% | −0.00 |
| AMTM Amentum Holdings Inc. | Reduce -4.9% | 0.03% | −0.00 |
| PFE Pfizer Inc. | Reduce -3.6% | 0.06% | −0.00 |
| CVS CVS Health Corp. | Reduce -2.3% | 0.92% | −0.00 |
| NVST Envista Holdings Corp. | Reduce -14.0% | 0.09% | −0.00 |
| DE Deere & Co. | Reduce -10.4% | 0.03% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -4.8% | 0.07% | −0.00 |
| SBRA Sabra Health Care REIT Inc. | Reduce -13.7% | 0.09% | +0.00 |
| ABCB Ameris Bancorp | Reduce -12.7% | 0.10% | +0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| OKE Oneok Inc. | New | 0.98% | +0.98 |
| MDT Medtronic PLC | New | 0.74% | +0.74 |
| UDR Udr Inc. | Add +103.0% | 1.16% | +0.62 |
| ACN Accenture PLC Class A | Add +37.2% | 1.07% | +0.37 |
| BMY Bristol-Myers Squibb Co. | Add +5.1% | 1.32% | +0.27 |
| NUE Nucor Corp. | Add +36.8% | 1.10% | +0.22 |
| COR Cencora Inc. | Add +25.2% | 1.05% | +0.18 |
| DGX Quest Diagnostics Inc. | Add +4.5% | 0.91% | +0.11 |
| GPC Genuine Parts Co. | Add +12.6% | 1.11% | +0.09 |
| COF Capital One Financial Corp. | Add +4.1% | 1.20% | +0.09 |
| ASO Academy Sports & Outdoors Inc. | New | 0.09% | +0.09 |
| KHC The Kraft Heinz Co. | Add +1.1% | 1.21% | +0.07 |
| STZ Constellation Brands Inc. Class A | Add +9.7% | 1.14% | +0.06 |
| DOV Dover Corp. | Add +2.5% | 1.19% | +0.05 |
| OSBC Old Second Bancorp Inc. | Add +83.7% | 0.11% | +0.05 |
| PDM Piedmont Realty Trust Inc. | New | 0.05% | +0.05 |
| RRX Regal Rexnord Corp. | Add +39.5% | 0.10% | +0.04 |
| LRCX Lam Research Corp. | New | 0.03% | +0.03 |
| MGRC McGrath Rentcorp | Add +257.4% | 0.04% | +0.03 |
| HOMB Home Bancshares Inc. | Add +9.0% | 0.17% | +0.03 |
| ENS Enersys | Add +28.9% | 0.12% | +0.02 |
| AMD Advanced Micro Devices | New | 0.02% | +0.02 |
| HR Healthcare Realty Trust Inc. | Add +14.9% | 0.11% | +0.02 |
| WCC Wesco International Inc. | Add +14.8% | 0.12% | +0.02 |
| HWC Hancock Whitney Corp. | Add +12.1% | 0.12% | +0.02 |
| FNB FNB Corp. | Add +14.6% | 0.11% | +0.01 |
| STWD Starwood Property Trust Inc. | New | 0.01% | +0.01 |
| NGVT Ingevity Corp. | Add +29.0% | 0.11% | +0.01 |
| BC Brunswick Corp. | Add +0.5% | 0.10% | +0.01 |
| HSY The Hershey Co. | Add +0.8% | 1.00% | +0.01 |
| SAM Boston Beer Company Inc. Class A | Add +22.3% | 0.07% | +0.01 |
| BDX Becton Dickinson and Co. | Add +22.5% | 0.02% | +0.00 |
| TGT Target Corp. | Add +3.7% | 0.02% | +0.00 |
| LBRT Liberty Energy Inc. | Add +13.2% | 0.10% | −0.00 |
| FOXF Fox Factory Holding Corp. | Add +16.8% | 0.10% | −0.00 |
| SSNHZ Samsung Electr-GDR Reg S | Add +20.4% | 0.04% | −0.00 |
| ACHC Acadia Healthcare Co. Inc. | Add +3.2% | 0.07% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.0% | 6.60% | −0.08 |
| INTC Intel Corp. | Add +7.6% | 0.76% | −0.21 |
| RYAAY Ryanair Holdings PLC-SP ADR | Add +158.2% | 7.96% | −0.32 |
| DG Dollar General Corp. | Add +3.3% | 0.58% | −0.34 |
| HDB HDFC Bank Ltd.-ADR | Add +3.0% | 9.47% | −0.38 |
| ICLR Icon PLC | Add +6.4% | 8.45% | −0.58 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 123 | $732.0M | TSM, ICLR, RYAAY, HDB, INFY |
| Q1 2026 | 101 | $684.3M | TSM, INFY, RYAAY, HDB, ICLR |
| Q4 2025 | 87 | $674.9M | TSM, RYAAY, HDB, INFY, ICLR |
| Q3 2025 | 88 | $617.8M | TSM, RYAAY, HDB, INFY, ICLR |
| Q2 2025 | 91 | $584.4M | HDB, RYAAY, TSM, INFY, ICLR |
| Q1 2025 | 101 | $491.8M | HDB, RYAAY, TSM, ICLR, HCA |
| Q4 2024 | 187 | $542.4M | HDB, TSM, RYAAY, ICLR, JPM |
| Q3 2024 | 195 | $539.4M | HDB, ICLR, RYAAY, TSM, JPM |
| Q2 2024 | 192 | $517.6M | HDB, ICLR, RYAAY, TSM, JPM |
| Q1 2024 | 160 | $512.2M | RYAAY, ICLR, TSM, JPM, MET |