HIM
KFX

Herald Investment Management’s KOFAX LIMITED COM STK KFX Stock Holding History

Herald Investment Management’s Portfolio KFX Stock Details KFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$23M Hold
2,100,000
– – 8.3% 1
2014
Q4 		$14.6M Hold
2,100,000
– – 5.67% 2
2014
Q3 		$13M Buy
+2,100,000
New +$16.2M 5.21% 3

Other funds holding KFX

PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Herald Investment Management's KFX Position: Q1 2015 in Review

Herald Investment Management held its KOFAX LIMITED COM STK (KFX) position steady in Q1 2015 at 2,100,000 shares worth $23M. The position accounts for 8.3% of the portfolio, ranked #1.

Herald Investment Management first reported a position in KFX in Q3 2014 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold KFX as of Q1 2015.

  • Herald Investment Management held 2,100,000 shares of KOFAX LIMITED COM STK worth $23M as of Q1 2015.
  • Herald Investment Management left its KOFAX LIMITED COM STK share count unchanged in Q1 2015.
  • KOFAX LIMITED COM STK made up 8.3% of Herald Investment Management's portfolio in Q1 2015, its #1 holding.
  • Herald Investment Management first reported a position in KOFAX LIMITED COM STK in Q3 2014 and has held it in 3 quarters since.
  • 103 funds tracked by Wall St. Rank held KOFAX LIMITED COM STK as of Q1 2015.

Based on Herald Investment Management's 13F filing for Q1 2015, filed 22 May 2015.