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Sphere 3D
5 hedge funds and large institutions have $1.85M invested in Sphere 3D in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
+5
Holders Change %
–
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.02M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$306K |
| 3 |
BHWM
Bar Harbor Wealth Management
Concord,
New Hampshire
|
+$204K |
| 4 |
MCM
Marathon Capital Management
Hunt Valley,
Maryland
|
+$204K |
| 5 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
+$102K |
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of Montreal
Toronto,
Ontario, Canada
| $941K | +$1.02M | +10 | New |
|
|
2
Fidelity Investments
Boston,
Massachusetts
| $344K | +$306K | +3 | New |
|
|
MCM
3
Marathon Capital Management
Hunt Valley,
Maryland
| $187K | +$204K | +2 | New |
|
|
BHWM
4
Bar Harbor Wealth Management
Concord,
New Hampshire
| $170K | +$204K | +2 | New |
|
|
CCM
5
Condor Capital Management
Martinsville,
New Jersey
| $123K | +$102K | +1 | New |
|
6
Morgan Stanley
New York
| $37K | – | – | – |
|
7
Wells Fargo
San Francisco,
California
| $34K | – | – | – |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $11K | – | – | – |
|
9
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $3K | – | – | – |
|
|
U
10
UBS
Zurich,
Switzerland
| $3K | – | – | – |
|
ANY Hedge Fund Activity: Q3 2014 in Review
5 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Sphere 3D (ANY) for Q3 2014, worth a combined $1.85M.
Buyers outnumbered sellers: 5 funds opened new ANY positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $1.02M.
- 5 institutional investors held Sphere 3D (ANY) as of Q3 2014, up from 0 in Q2 2014.
- Funds reported $1.85M of Sphere 3D stock for Q3 2014.
- 5 funds opened new Sphere 3D positions in Q3 2014 and 0 closed out, a net change of +5 holders.
- The largest Sphere 3D buyer in Q3 2014 was Bank of Montreal, an estimated $1.02M added.
Based on aggregated 13F filings for Q3 2014.