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Arlo Technologies

133 hedge funds and large institutions have $264M invested in Arlo Technologies in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 36

0.64% more ownership

Funds ownership: 87.42%88.05% (+0.64%)

0% less call options, than puts

Call options by funds: $5.02M | Put options by funds: $5.04M

1% less capital invested

Capital invested by funds: $268M → $264M (-$4.01M)

11% less funds holding

Funds holding: 149133 (-16)

41% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 29

Holders
133
Holders Change
-16
Holders Change %
-10.74%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
47
Reduced
36
Closed
29
Calls
$5.02M
Puts
$5.04M
Net Calls
-$15K
Net Calls Change
+$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$45.4M +$2M +510,131 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$45M +$318K +81,005 +0.7%
Primecap Management
3
Primecap Management
California
$20.5M +$226K +57,440 +1%
VCA
4
VIEX Capital Advisors
Florida
$19.4M -$1.7M -432,796 -8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$18.5M -$4.04M -1,027,639 -18%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$15.8M +$4.37K +1,113 +0%
State Street
7
State Street
Massachusetts
$8.26M +$213K +54,114 +3%
Northern Trust
8
Northern Trust
Illinois
$6.78M +$107K +27,170 +2%
Group One Trading
9
Group One Trading
Illinois
$5.45M +$953K +242,565 +22%
AA
10
AQR Arbitrage
Connecticut
$4.45M
CC
11
Cannell Capital
Wyoming
$4.26M +$4.17M +1,062,125 New
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$3.73M +$3.14M +799,636 +611%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.66M +$238K +60,728 +7%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$3.62M -$2.21M -563,654 -38%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.61M +$110K +27,909 +3%
Morgan Stanley
16
Morgan Stanley
New York
$3.34M +$2.99M +761,562 +1,069%
Norges Bank
17
Norges Bank
Norway
$2.91M -$974K -248,138 -25%
CG
18
Cutler Group
California
$2.85M +$2.79M +710,030 New
JP Morgan Chase
19
JP Morgan Chase
New York
$2.7M -$216K -55,074 -7%
Principal Financial Group
20
Principal Financial Group
Iowa
$2.4M +$4.65K +1,184 +0.2%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$2.3M +$1.34M +341,158 +147%
Ameriprise
22
Ameriprise
Minnesota
$2.15M +$453K +115,238 +27%
Fuller & Thaler Asset Management
23
Fuller & Thaler Asset Management
California
$2.03M -$9.82K -2,500 -0.5%
MSE
24
MUFG Securities EMEA
United Kingdom
$1.9M
N
25
Nuveen
North Carolina
$1.76M +$1.72M +438,031 New

ARLO Hedge Fund Activity: Q2 2019 in Review

133 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Arlo Technologies (ARLO) for Q2 2019, worth a combined $264M — down 1.5% from $268M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of ARLO and 17 opened new positions — a net loss of 12 holders — while 36 trimmed existing stakes and 47 added.

The largest buyer was Cannell Capital, opening a new position worth an estimated $4.17M. The largest seller was Vanguard Group, cutting an estimated $4.04M.

  • 133 institutional investors held Arlo Technologies (ARLO) as of Q2 2019, down from 149 in Q1 2019.
  • Funds reported $264M of Arlo Technologies stock for Q2 2019, down 1.5% quarter-over-quarter.
  • 17 funds opened new Arlo Technologies positions in Q2 2019 and 29 closed out, a net change of -12 holders.
  • The largest Arlo Technologies buyer in Q2 2019 was Cannell Capital, an estimated $4.17M added.
  • The largest Arlo Technologies seller in Q2 2019 was Vanguard Group, an estimated $4.04M sold.

Based on aggregated 13F filings for Q2 2019.