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Arlo Technologies

157 hedge funds and large institutions have $450M invested in Arlo Technologies in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

51% more capital invested

Capital invested by funds: $297M → $450M (+$153M)

34% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 44

12% more funds holding

Funds holding: 140157 (+17)

0.67% less ownership

Funds ownership: 73.75%73.09% (-0.67%)

2% less call options, than puts

Call options by funds: $5.26M | Put options by funds: $5.39M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
157
Holders Change
+17
Holders Change %
+12.14%
% of All Funds
2.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
59
Reduced
44
Closed
9
Calls
$5.26M
Puts
$5.39M
Net Calls
-$134K
Net Calls Change
-$964K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$92.6M +$3.78M +621,440 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$40.1M +$504K +82,792 +2%
Primecap Management
3
Primecap Management
California
$39M -$463K -76,080 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$26M -$796K -130,700 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$25.7M +$123K +20,239 +0.6%
State Street
6
State Street
Massachusetts
$17M -$553K -90,929 -4%
Northern Trust
7
Northern Trust
Illinois
$12.7M -$248K -40,664 -2%
CC
8
Cannell Capital
Wyoming
$11.2M -$6.64M -1,091,513 -43%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$9.31M +$434K +71,336 +6%
Invesco
10
Invesco
Georgia
$9.06M +$4.71M +773,385 +199%
Bank of America
11
Bank of America
North Carolina
$8.72M +$20.7K +3,405 +0.3%
N
12
Nuveen
North Carolina
$8.08M +$1.15M +189,240 +22%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$7.99M +$1.01M +165,242 +19%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$7.91M
Renaissance Technologies
15
Renaissance Technologies
New York
$7.57M +$474K +77,899 +9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$6.41M -$104K -17,079 -2%
Millennium Management
17
Millennium Management
New York
$6.17M -$2.18M -358,057 -31%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$6.09M +$2.33M +382,949 +96%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$5.91M +$67.8K +11,132 +1%
Assenagon Asset Management
20
Assenagon Asset Management
Luxembourg
$5.71M -$377K -61,960 -8%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$4.97M +$1.86M +305,900 +92%
Principal Financial Group
22
Principal Financial Group
Iowa
$4.24M -$92.5K -15,198 -3%
Charles Schwab
23
Charles Schwab
California
$4.11M +$172K +28,202 +6%
Norges Bank
24
Norges Bank
Norway
$3.8M -$1.15M -189,555 -28%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$3.57M -$150K -24,570 -5%

ARLO Hedge Fund Activity: Q4 2020 in Review

157 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Arlo Technologies (ARLO) for Q4 2020, worth a combined $450M — up 51% from $297M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ARLO positions and 9 closed out — a net gain of 18 holders — while 59 added to existing stakes and 44 trimmed.

The largest buyer was Invesco, adding an estimated $4.71M. The largest seller was Cannell Capital, cutting an estimated $6.64M.

  • 157 institutional investors held Arlo Technologies (ARLO) as of Q4 2020, up from 140 in Q3 2020.
  • Funds reported $450M of Arlo Technologies stock for Q4 2020, up 51% quarter-over-quarter.
  • 27 funds opened new Arlo Technologies positions in Q4 2020 and 9 closed out, a net change of +18 holders.
  • The largest Arlo Technologies buyer in Q4 2020 was Invesco, an estimated $4.71M added.
  • The largest Arlo Technologies seller in Q4 2020 was Cannell Capital, an estimated $6.64M sold.

Based on aggregated 13F filings for Q4 2020.