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218 hedge funds and large institutions have $1.71B invested in Adeia in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 81 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $675K

5.17% more ownership

Funds ownership: 379.9%385.06% (+5.2%)

7% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 81

10% less funds holding

Funds holding: 241218 (-23)

21% less capital invested

Capital invested by funds: $2.16B → $1.71B (-$456M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

32% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 47

Holders
218
Holders Change
-23
Holders Change %
-9.54%
% of All Funds
5.43%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
32
Increased
75
Reduced
81
Closed
47
Calls
$1.2M
Puts
$675K
Net Calls
+$520K
Net Calls Change
-$628K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$200M +$239M +22,200,715 +83,903%
Vanguard Group
2
Vanguard Group
Pennsylvania
$147M +$9.25M +859,357 +6%
Renaissance Technologies
3
Renaissance Technologies
New York
$83.1M -$1.68M -155,683 -2%
FCM
4
Frontier Capital Management
Massachusetts
$80.3M +$2.99M +277,784 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$59.9M -$46.4K -4,316 -0.1%
DRZID
6
DePrince Race & Zollo Inc (DRZ)
Florida
$53.9M +$28.2M +2,624,488 +78%
JHIU
7
Janus Henderson Investors US
Colorado
$50.7M +$34.2M +3,174,489 +128%
DCM
8
Daruma Capital Management
New York
$49.3M +$12.6M +1,174,790 +27%
Wells Fargo
9
Wells Fargo
California
$44.4M -$12.7M -1,183,764 -19%
GT
10
Glenmede Trust
Pennsylvania
$42M +$2.6M +241,935 +5%
State Street
11
State Street
Massachusetts
$41.4M +$1.63M +151,454 +3%
Bank of America
12
Bank of America
North Carolina
$40.6M +$8.23M +765,242 +20%
Invesco
13
Invesco
Georgia
$39.4M +$6.11M +567,915 +15%
Norges Bank
14
Norges Bank
Norway
$37.1M +$15.7M +1,457,330 +54%
TI
15
Trigran Investments
Illinois
$33.5M -$11.9M -1,105,990 -23%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$33M +$6.01M +558,503 +18%
JP Morgan Chase
17
JP Morgan Chase
New York
$28.8M +$27.5M +2,554,781 +394%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$27.3M +$10.7M +990,167 +48%
RCMNY
19
Rubric Capital Management (New York)
New York
$25.5M +$14.2M +1,323,000 +88%
Northern Trust
20
Northern Trust
Illinois
$24.9M +$467K +43,410 +2%
RCAMU
21
Rothschild & Co Asset Management US
Connecticut
$23.6M +$1.37M +127,212 +5%
PCM
22
Penn Capital Management
Pennsylvania
$22.8M +$6.28M +583,685 +39%
SBH
23
Segall Bryant & Hamill
Illinois
$20.1M -$4.45M -413,414 -16%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$18.6M -$277K -25,750 -1%
FCH
25
Freestone Capital Holdings
Washington
$18M -$1.53M -142,566 -7%

ADEA Hedge Fund Activity: Q1 2017 in Review

218 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Adeia (ADEA) for Q1 2017, worth a combined $1.71B — down 21% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of ADEA and 32 opened new positions — a net loss of 15 holders — while 81 trimmed existing stakes and 75 added.

The largest buyer was BlackRock, adding an estimated $239M. The largest seller was Fidelity Investments, cutting an estimated $15.4M.

  • 218 institutional investors held Adeia (ADEA) as of Q1 2017, down from 241 in Q4 2016.
  • Funds reported $1.71B of Adeia stock for Q1 2017, down 21% quarter-over-quarter.
  • 32 funds opened new Adeia positions in Q1 2017 and 47 closed out, a net change of -15 holders.
  • The largest Adeia buyer in Q1 2017 was BlackRock, an estimated $239M added.
  • The largest Adeia seller in Q1 2017 was Fidelity Investments, an estimated $15.4M sold.

Based on aggregated 13F filings for Q1 2017.