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209 hedge funds and large institutions have $1.04B invested in Adeia in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 78 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

3% more funds holding

Funds holding: 203209 (+6)

5% less call options, than puts

Call options by funds: $3.76M | Put options by funds: $3.93M

20.78% less ownership

Funds ownership: 334.65%313.87% (-21%)

26% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 78

27% less capital invested

Capital invested by funds: $1.43B → $1.04B (-$388M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
209
Holders Change
+6
Holders Change %
+2.96%
% of All Funds
4.22%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
40
Increased
58
Reduced
78
Closed
34
Calls
$3.76M
Puts
$3.93M
Net Calls
-$177K
Net Calls Change
+$5.57M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$180M -$14.4M -3,910,788 -6%
Ameriprise
2
Ameriprise
Minnesota
$139M +$1.63M +441,243 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$136M -$3.39M -918,952 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$60.9M -$698 -189 -0%
State Street
5
State Street
Massachusetts
$40.4M -$1.83M -495,116 -4%
Renaissance Technologies
6
Renaissance Technologies
New York
$31.5M -$11M -2,990,876 -22%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$29.9M +$9.96M +2,696,599 +38%
CC
8
Clearline Capital
New York
$24.3M +$5.85M +1,583,245 +25%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$23.9M +$5.32M +1,439,065 +22%
Norges Bank
10
Norges Bank
Norway
$21.1M -$814K -220,276 -3%
AFG
11
American Financial Group
Ohio
$20.4M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$18.2M -$784K -212,220 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$17.2M -$1.13M -305,405 -5%
KCM
14
Kennedy Capital Management
Missouri
$15.9M +$1.88M +507,744 +11%
Northern Trust
15
Northern Trust
Illinois
$15.2M -$1.47M -399,232 -7%
Charles Schwab
16
Charles Schwab
California
$12.9M -$4.38M -1,185,594 -22%
RCMNY
17
Rubric Capital Management (New York)
New York
$11.5M +$11.2M +3,024,023 +400%
Principal Financial Group
18
Principal Financial Group
Iowa
$9.8M -$834K -225,893 -7%
TCMG
19
TSP Capital Management Group
New Jersey
$8.85M
TSW
20
Thompson Siegel & Walmsley
Virginia
$8.33M +$985K +266,614 +11%
LAM
21
Lapides Asset Management
Connecticut
$8.31M +$4.26M +1,153,278 +73%
ACB
22
Aristotle Capital Boston
Massachusetts
$8.12M +$472K +127,885 +5%
FCM
23
Frontier Capital Management
Massachusetts
$7.86M -$810K -219,285 -8%
Invesco
24
Invesco
Georgia
$7.39M -$448K -121,220 -5%
PCM
25
Peregrine Capital Management
Minnesota
$7M +$2.41M +652,250 +39%

ADEA Hedge Fund Activity: Q3 2020 in Review

209 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Adeia (ADEA) for Q3 2020, worth a combined $1.04B — down 27% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ADEA positions and 34 closed out — a net gain of 6 holders — while 58 added to existing stakes and 78 trimmed.

The largest buyer was Rubric Capital Management (New York), adding an estimated $11.2M. The largest seller was JP Morgan Chase, cutting an estimated $32.8M.

  • 209 institutional investors held Adeia (ADEA) as of Q3 2020, up from 203 in Q2 2020.
  • Funds reported $1.04B of Adeia stock for Q3 2020, down 27% quarter-over-quarter.
  • 40 funds opened new Adeia positions in Q3 2020 and 34 closed out, a net change of +6 holders.
  • The largest Adeia buyer in Q3 2020 was Rubric Capital Management (New York), an estimated $11.2M added.
  • The largest Adeia seller in Q3 2020 was JP Morgan Chase, an estimated $32.8M sold.

Based on aggregated 13F filings for Q3 2020.