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ALR.PRB

Alere Inc

Delisted

ALR.PRB was delisted on the 2nd of October, 2017.

27 hedge funds and large institutions have $591M invested in Alere Inc in 2015 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $559M → $591M (+$32.6M)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

4% less funds holding

Funds holding: 2827 (-1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
1
Increased
9
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$190M -$25.1M -73,514 -12%
LA
2
Linden Advisors
New York
$98.4M +$5.64M +16,508 +6%
EVM
3
Eaton Vance Management
Massachusetts
$63M +$364K +1,065 +0.6%
OCM
4
Oaktree Capital Management
California
$52.8M +$13.7M +40,000 +37%
Deutsche Bank
5
Deutsche Bank
Germany
$46.4M +$10.3M +30,063 +30%
EIG
6
EdgePoint Investment Group
Ontario, Canada
$27.6M
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$26.7M
State Street
8
State Street
Massachusetts
$17.9M +$2.34M +6,842 +16%
Ameriprise
9
Ameriprise
Minnesota
$14.2M -$649K -1,900 -5%
AAMU
10
Amundi Asset Management US
Massachusetts
$13.3M
PI
11
Putnam Investments
Massachusetts
$9.18M -$241K -706 -3%
PCM
12
Palisade Capital Management
New Jersey
$7.97M +$134K +391 +2%
CS
13
Credit Suisse
Switzerland
$5.7M +$991K +2,900 +22%
Credit Agricole
14
Credit Agricole
France
$5.04M -$822K -2,404 -15%
JG
15
Jefferies Group
New York
$4.5M -$2.91M -8,523 -40%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.36M
PCMF
17
Private Capital Management (Florida)
Florida
$1.85M +$15.4K +45 +0.9%
AM
18
Ares Management
California
$1.46M
MIM
19
Marco Investment Management
Georgia
$629K
MAA
20
Managed Account Advisors
New Jersey
$414K +$19.8K +58 +5%
SIM
21
SSI Investment Management
California
$347K -$2.22M -6,500 -87%
PCC
22
Park Circle Company
Maryland
$329K
VKH
23
Virtu KCG Holdings
New York
$273K -$182K -532 -40%
UBS Group
24
UBS Group
Switzerland
$194K -$8.89K -26 -5%
SC
25
Saturna Capital
Washington
$71K

ALR.PRB Hedge Fund Activity: Q2 2015 in Review

27 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Alere Inc (ALR.PRB) for Q2 2015, worth a combined $591M — up 5.8% from $559M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of ALR.PRB and 1 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 9 added.

The largest buyer was Oaktree Capital Management, adding an estimated $13.7M. The largest seller was Fidelity Investments, cutting an estimated $25.1M.

  • 27 institutional investors held Alere Inc (ALR.PRB) as of Q2 2015, down from 28 in Q1 2015.
  • Funds reported $591M of Alere Inc stock for Q2 2015, up 5.8% quarter-over-quarter.
  • 1 fund opened new Alere Inc positions in Q2 2015 and 2 closed out, a net change of -1 holder.
  • The largest Alere Inc buyer in Q2 2015 was Oaktree Capital Management, an estimated $13.7M added.
  • The largest Alere Inc seller in Q2 2015 was Fidelity Investments, an estimated $25.1M sold.

Based on aggregated 13F filings for Q2 2015.