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Advanced Energy
AEIS

Overview Fund Activity

253 hedge funds and large institutions have $2.81B invested in Advanced Energy in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 24 closing their positions.

Holders
253
Holders Change
+25
Holders Change %
+10.96%
% of All Funds
5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
55
Increased
90
Reduced
70
Closed
24
Calls
$2.74M
Puts
$4.1M
Net Calls
-$1.36M
Net Calls Change
-$1.35M

Top Buyers

1
HJGA
1
Hardman Johnston Global Advisors
Connecticut
$23.8M
2
Victory Capital Management
2
Victory Capital Management
Texas
$160M
3
CRCP
3
Copper Rock Capital Partners
Massachusetts
$21.3M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$20.9M
5
RI
5
Redwood Investments
Massachusetts
$19.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$173M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$45.6M
3
Franklin Resources
3
Franklin Resources
California
$71.1M
4
AIM
4
Artemis Investment Management
United Kingdom
$22.9M
5
Man Group
5
Man Group
United Kingdom
$6.85M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$410M 5,753,164 +28,130 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$291M 4,092,565 +41,297 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$173M 2,435,972 -1,526,285 -39%
Ameriprise
4
Ameriprise
Minnesota
$165M 2,318,893 +152,906 +7%
Victory Capital Management
5
Victory Capital Management
Texas
$160M 2,243,625 +322,212 +17%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$87.3M 1,225,584 -66,043 -5%
EARNEST Partners
7
EARNEST Partners
Georgia
$78.7M 1,104,996 +74,030 +7%
State Street
8
State Street
Massachusetts
$77.5M 1,088,404 -36,312 -3%
Franklin Resources
9
Franklin Resources
California
$71.1M 998,988 -271,608 -21%
Northern Trust
10
Northern Trust
Illinois
$61.5M 864,336 -28,892 -3%
ACB
11
Aristotle Capital Boston
Massachusetts
$59.2M 831,223 +20,216 +2%
Renaissance Technologies
12
Renaissance Technologies
New York
$45.6M 639,800 -349,422 -35%
Principal Financial Group
13
Principal Financial Group
Iowa
$43.8M 614,929 +36,265 +6%
Norges Bank
14
Norges Bank
Norway
$43.5M 610,295 – –
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$42.2M 592,984 +14,360 +2%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$38.1M 534,896 +177,227 +50%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$37.1M 521,456 +12,958 +3%
ICOM
18
Investment Counselors of Maryland
Maryland
$35.4M 496,695 +8,207 +2%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$32.8M 459,981 -20,554 -4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$31.3M 439,269 -63,460 -13%
ClearBridge Investments
21
ClearBridge Investments
New York
$30.9M 431,382 +50,213 +13%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$28.4M 398,554 -29,204 -7%
PF
23
Phoenix Financial
Israel
$27.6M 390,048 -23,923 -6%
RA
24
Royce & Associates
New York
$27.3M 382,968 -3,248 -0.8%
Invesco
25
Invesco
Georgia
$25M 350,737 +47,067 +15%
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