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Advanced Energy
AEIS

Overview Fund Activity

269 hedge funds and large institutions have $1.97B invested in Advanced Energy in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 104 reducing their positions, and 53 closing their positions.

Holders
269
Holders Change
-25
Holders Change %
-8.5%
% of All Funds
6.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
86
Reduced
104
Closed
53
Calls
$6.07M
Puts
$9.12M
Net Calls
-$3.06M
Net Calls Change
+$469K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$40.4M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$42.9M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$19.1M
4
ICOM
4
Investment Counselors of Maryland
Maryland
$18.7M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$86.9M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$6.75M
2
PIMC
2
Praesidium Investment Management Company
New York
$0
3
JIM
3
Jupiter Investment Management
United Kingdom
$0
4
MWNA
4
Marshall Wace North America
New York
$0
5
Victory Capital Management
5
Victory Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$292M 5,650,981 +11,597 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$209M 4,039,419 +84,232 +2%
Renaissance Technologies
3
Renaissance Technologies
New York
$86.9M 1,682,822 +290,200 +21%
Ameriprise
4
Ameriprise
Minnesota
$80.5M 1,558,231 -196,585 -11%
Deutsche Bank
5
Deutsche Bank
Germany
$74.8M 1,447,519 -7,644 -0.5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$59.4M 1,150,050 +41,664 +4%
State Street
7
State Street
Massachusetts
$58.7M 1,136,479 +73,564 +7%
Franklin Resources
8
Franklin Resources
California
$57.1M 1,104,646 +196,494 +22%
EARNEST Partners
9
EARNEST Partners
Georgia
$51M 987,999 -4,768 -0.5%
Northern Trust
10
Northern Trust
Illinois
$45.2M 874,686 -13,781 -2%
RA
11
Royce & Associates
New York
$44.7M 865,110 +213,898 +33%
LSV Asset Management
12
LSV Asset Management
Illinois
$42.9M 829,735 +751,200 +957%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$40.4M 782,539 +751,629 +2,432%
Norges Bank
14
Norges Bank
Norway
$32.6M 630,529 – –
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$31.8M 614,930 +290,020 +89%
Principal Financial Group
16
Principal Financial Group
Iowa
$31.6M 612,146 -21,732 -3%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$27.5M 531,920 -3,614 -0.7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$24.9M 481,413 -21,466 -4%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$23.3M 450,536 -34,065 -7%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$21.3M 412,668 -3,559 -0.9%
EIP
21
Epoch Investment Partners
New York
$20.9M 405,439 -876 -0.2%
Westfield Capital Management
22
Westfield Capital Management
Massachusetts
$19.9M 386,003 -4,870 -1%
ClearBridge Investments
23
ClearBridge Investments
New York
$19.1M 370,639 +370,639 New
ICOM
24
Investment Counselors of Maryland
Maryland
$18.7M 362,095 +362,095 New
Charles Schwab
25
Charles Schwab
California
$18.6M 360,049 +14,080 +4%
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