DRDGOLD LIMITED DRD
SPON ADR REPSTG · ADR · CUSIP 26152H301 · ISIN US26152H3012
- SectorMaterials
- IndustryGold and Silver Ores
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($32.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $7.95. Options: 5 managers hold calls ($539.1k notional), 6 hold puts ($1.2m).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 49 |
| Q4 2022 | 57 |
| Q1 2023 | 61 |
| Q2 2023 | 88 |
| Q3 2023 | 88 |
| Q4 2023 | 91 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 23 | 22 |
| Q1 2023 | 34 | 21 |
| Q2 2023 | 60 | 21 |
| Q3 2023 | 42 | 44 |
| Q4 2023 | 41 | 45 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $2.3m | $222.6k | 0.10 |
| Q2 2023 | $2.0m | $699.8k | 0.36 |
| Q3 2023 | $435.4k | $654.3k | 1.50 |
| Q4 2023 | $539.1k | $1.2m | 2.26 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +452.9k |
| MORGAN STANLEY | Added | +349.9k |
| CITADEL ADVISORS LLC | Added | +203.5k |
| MARSHALL WACE, LLP | New | +199.1k |
| JANE STREET GROUP, LLC | Added | +149.2k |
| GOLDMAN SACHS GROUP INC | New | +120.6k |
| HRT FINANCIAL LP | New | +95.3k |
| VAN ECK ASSOCIATES CORP | Added | +72.5k |
| Campbell & CO Investment Adviser LLC | New | +63.8k |
| Walleye Capital LLC | Added | +60.2k |
Biggest sellers
| Amundi | Sold out | -938.7k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -763.1k |
| AMERICAN CENTURY COMPANIES INC | Sold out | -292.2k |
| JPMORGAN CHASE & CO | Reduced | -180.5k |
| Dorsey Wright & Associates | Sold out | -158.2k |
| ENVESTNET ASSET MANAGEMENT INC | Sold out | -73.7k |
| Advisory Services Network, LLC | Reduced | -42.8k |
| Squarepoint Ops LLC | Sold out | -38.2k |
| STIFEL FINANCIAL CORP | Sold out | -33.9k |
| Grantham, Mayo, Van Otterloo & Co. LLC | Reduced | -30.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $364.1k45.8k shares |
| CITADEL ADVISORS LLC | Added | $92.2k11.6k shares |
| SIMPLEX TRADING, LLC | Added | $74.0k9.4k shares |
| GROUP ONE TRADING LLC | Reduced | $8.7k1.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $603.4k75.9k shares |
| CITADEL ADVISORS LLC | Reduced | $182.8k23.0k shares |
| SIMPLEX TRADING, LLC | Added | $173.0k21.8k shares |
| GROUP ONE TRADING LLC | Added | $158.2k19.9k shares |
| WOLVERINE TRADING, LLC | New | $102.6k12.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Insider purchases and sales in Q4 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| VAN ECK ASSOCIATES CORP 0.09% of their portfolio | 6.1m $48.8m | Added +72.5k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 999.1k $7.9m | Added +452.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 883.9k $7.0m | Reduced -16.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 704.2k $5.6m | Reduced -763.1k |
| BlackRock Inc. 0.00% of their portfolio | 479.5k $3.8m | Added +13.1k |
| U S GLOBAL INVESTORS INC 0.23% of their portfolio | 428.4k $3.4m | Reduced -3.4k |
| MORGAN STANLEY 0.00% of their portfolio | 376.8k $3.0m | Added +349.9k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 351.4k $2.8m | Added +23.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 223.5k $1.8m | Added +203.5k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 208.5k $1.7m | Added +149.2k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 199.1k $1.6m | New |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 176.2k $1.4m | Added +11.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 120.6k $958.8k | New |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 104.1k $827.8k | Reduced -1.9k |
| AJOVista, LLC 1.00% of their portfolio | 99.6k $791.5k | First filing |
| HRT FINANCIAL LP 0.01% of their portfolio | 95.3k $757.0k | New |
| PKO Investment Management Joint-Stock Co 0.09% of their portfolio | 90.8k $722.0k | Unchanged |
| BESSEMER GROUP INC 0.00% of their portfolio | 87.2k $693.0k | Reduced -9.5k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 84.6k $672.8k | Reduced -16.3k |
| Walleye Capital LLC 0.01% of their portfolio | 73.9k $587.4k | Added +60.2k |
| Trexquant Investment LP 0.01% of their portfolio | 72.6k $577.3k | Added +34.1k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.00% of their portfolio | 68.9k $547.8k | Reduced -30.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 64.2k $510.1k | Added +43.7k |
| Campbell & CO Investment Adviser LLC 0.05% of their portfolio | 63.8k $507.2k | New |
| Jump Financial, LLC 0.02% of their portfolio | 60.2k $479.0k | Added +30.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 56.8k $451.3k | Reduced -180.5k |
| UBS Group AG 0.00% of their portfolio | 56.6k $450.2k | Added +27.6k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 48.2k $383.5k | Added +34.6k |
| Cubist Systematic Strategies, LLC 0.00% of their portfolio | 43.0k $341.5k | Reduced -5.9k |
| OLD MISSION CAPITAL LLC 0.01% of their portfolio | 38.7k $307.5k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 35.4k $281.4k | Reduced -21.6k |
| Dynamic Technology Lab Private Ltd 0.03% of their portfolio | 35.3k $280.0k | Added +20.7k |
| Creative Planning 0.00% of their portfolio | 30.9k $245.3k | Added +9.9k |
| Engineers Gate Manager LP 0.01% of their portfolio | 28.6k $227.1k | New |
| Heritage Trust Co 0.03% of their portfolio | 28.5k $226.6k | New |
| Creekmur Asset Management LLC 0.07% of their portfolio | 27.1k $215.8k | First filing |
| AE Wealth Management LLC 0.00% of their portfolio | 23.6k $183.4k | New |
| Vident Advisory, LLC 0.00% of their portfolio | 22.8k $181.1k | Reduced -14.7k |
| VIRTUS ADVISERS, LLC 0.11% of their portfolio | 22.8k $181.1k | Added +4.6k |
| Graham Capital Management, L.P. 0.01% of their portfolio | 20.3k $161.7k | New |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 17.1k $136.0k | Added +4.0k |
| QUADRANT CAPITAL GROUP LLC 0.01% of their portfolio | 17.0k $135.3k | Added +860 |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 15.3k $121.0k | Reduced -6.0k |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 15.1k $120.0k | Added +7.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 14.7k $117.1k | Reduced -43 |
| Rathbones Group PLC 0.00% of their portfolio | 14.3k $113.9k | Unchanged |
| SG Americas Securities, LLC 0.00% of their portfolio | 14.3k $114.0k | Reduced -9.5k |
| WEDBUSH SECURITIES INC 0.00% of their portfolio | 13.8k $110.0k | Unchanged |
| Centiva Capital, LP 0.01% of their portfolio | 13.5k $107.0k | New |
| WOLVERINE TRADING, LLC 0.00% of their portfolio | 13.3k $105.8k | New |
| Mutual Advisors, LLC 0.00% of their portfolio | 12.8k $102.1k | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 12.4k $98.4k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 11.6k $93.3k | Reduced -12.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 11.5k $91.3k | New |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 10.6k $84.3k | Reduced -1.8k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 8.6k $68.7k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 3.7k $29.3k | Added +313 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 0.01% of their portfolio | 3.5k $27.8k | First filing |
| Banque Cantonale Vaudoise 0.00% of their portfolio | 3.4k $27.0k | Reduced -5.6k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 3.2k $25.3k | Added +3.2k |
| Point72 Middle East FZE 0.00% of their portfolio | 2.5k $19.7k | New |
| US BANCORP \DE\ 0.00% of their portfolio | 2.5k $19.5k | Added +2.2k |
| Blue Trust, Inc. 0.00% of their portfolio | 2.1k $18.0k | Added +2.1k |
| Point72 Asia (Singapore) Pte. Ltd. 0.00% of their portfolio | 1.9k $14.7k | First filing |
| SIGNATUREFD, LLC 0.00% of their portfolio | 1.8k $14.5k | Unchanged |
| Tradition Wealth Management, LLC 0.00% of their portfolio | 1.4k $11.0k | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 1.4k $11.0k | Added +379 |
| Lindbrook Capital, LLC 0.00% of their portfolio | 1.2k $9.9k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 1.0k $8.0k | Unchanged |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 815 $6.0k | Unchanged |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 600 $4.8k | New |
| S.A. Mason LLC 0.00% of their portfolio | 600 $4.8k | Reduced -70 |
| Financial Connections Group, Inc. 0.00% of their portfolio | 537 $4.0k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 499 $4.0k | Unchanged |
| WealthCollab, LLC 0.00% of their portfolio | 471 $3.7k | First filing |
| New England Capital Financial Advisors LLC 0.00% of their portfolio | 450 $3.6k | Unchanged |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 420 $3.3k | Unchanged |
| GAMMA Investing LLC 0.00% of their portfolio | 170 $1.3k | First filing |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 155 $1.2k | Reduced -40 |
| Pinpoint Asset Management Ltd 0.00% of their portfolio | 102 $810 | Reduced -1.1k |
| FMR LLC 0.00% of their portfolio | 100 $795 | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 86 $684 | Reduced -914 |
| Sound Income Strategies, LLC 0.00% of their portfolio | 63 $501 | Reduced -200 |
| Parallel Advisors, LLC 0.00% of their portfolio | 41 $326 | Unchanged |
| Bartlett & Co. LLC 0.00% of their portfolio | 24 $0 | Unchanged |
| BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio | 24 $192 | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 20 $159 | Reduced -63 |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 18 $143 | First filing |
| Advisory Services Network, LLC 0.00% of their portfolio | 10 $80 | Reduced -42.8k |
| Leonteq Securities AG 0.00% of their portfolio | 1 $8 | Reduced -50 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |