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ALR.PRB

Alere Inc

Delisted

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

25 hedge funds and large institutions have $463M invested in Alere Inc in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

22% more capital invested

Capital invested by funds: $380M → $463M (+$82.9M)

7% less funds holding

Funds holding: 2725 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.62%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
4
Increased
8
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UOC
1
UBS O'Connor
Illinois
$147M +$144M +367,249 New
HCM
2
Highbridge Capital Management
New York
$54.9M +$14M +35,500 +35%
CL
3
CSS LLC
Illinois
$40.9M +$18.1M +45,918 +82%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$30M
EIG
5
EdgePoint Investment Group
Ontario, Canada
$26.4M -$27.5M -70,000 -52%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$24.5M
State Street
7
State Street
Massachusetts
$23.7M +$590K +1,500 +3%
WAM
8
Weiss Asset Management
Massachusetts
$19M -$29.8M -75,862 -62%
ACPU
9
Arrowgrass Capital Partners (US)
Delaware
$17.7M
AAMU
10
Amundi Asset Management US
Massachusetts
$15.4M
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$14M
Wells Fargo
12
Wells Fargo
California
$10M +$3.93M +10,001 +67%
ACI
13
AB CarVal Investors
Minnesota
$10M
CC
14
CQS Cayman
Cayman Islands
$7.93M +$7.87M +20,000 New
FPF
15
FNY Partners Fund
New York
$7.33M +$7.15M +18,182 +18,182%
CFIC
16
City Financial Investment Company
United Kingdom
$4.99M
Citigroup
17
Citigroup
New York
$2.85M +$389K +990 +16%
SG Americas Securities
18
SG Americas Securities
New York
$2M -$64.3M -163,448 -97%
PCMF
19
Private Capital Management (Florida)
Florida
$1.71M
PCM
20
Palisade Capital Management
New Jersey
$1.58M
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.25M
BFM
22
Boothbay Fund Management
New York
$251K
WAM
23
Wolverine Asset Management
Illinois
$101K +$99.9K +254 New
Bank of America
24
Bank of America
North Carolina
$61K +$39.3K +100 +192%
Morgan Stanley
25
Morgan Stanley
New York
$30K -$787 -2 -3%

ALR.PRB Hedge Fund Activity: Q3 2017 in Review

25 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Alere Inc (ALR.PRB) for Q3 2017, worth a combined $463M — up 22% from $380M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ALR.PRB and 4 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 8 added.

The largest buyer was UBS O'Connor, opening a new position worth an estimated $144M. The largest seller was SG Americas Securities, cutting an estimated $64.3M.

  • 25 institutional investors held Alere Inc (ALR.PRB) as of Q3 2017, down from 27 in Q2 2017.
  • Funds reported $463M of Alere Inc stock for Q3 2017, up 22% quarter-over-quarter.
  • 4 funds opened new Alere Inc positions in Q3 2017 and 5 closed out, a net change of -1 holder.
  • The largest Alere Inc buyer in Q3 2017 was UBS O'Connor, an estimated $144M added.
  • The largest Alere Inc seller in Q3 2017 was SG Americas Securities, an estimated $64.3M sold.

Based on aggregated 13F filings for Q3 2017.