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Arlo Technologies

163 hedge funds and large institutions have $618M invested in Arlo Technologies in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more capital invested

Capital invested by funds: $360M → $618M (+$257M)

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

6% more funds holding

Funds holding: 154163 (+9)

2.24% more ownership

Funds ownership: 67.77%70.02% (+2.2%)

4% more call options, than puts

Call options by funds: $3M | Put options by funds: $2.89M

2% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 53

Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
52
Reduced
53
Closed
18
Calls
$3M
Puts
$2.89M
Net Calls
+$108K
Net Calls Change
+$3.05M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$132M +$3.64M +466,311 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$63.2M +$3.05M +391,137 +7%
Primecap Management
3
Primecap Management
California
$55.4M -$770K -98,680 -2%
State Street
4
State Street
Massachusetts
$27.7M +$1.3M +166,529 +7%
CC
5
Cannell Capital
Wyoming
$25.9M -$5.31M -679,800 -22%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$25M -$379K -48,600 -2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$24M -$413K -52,925 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$20.3M -$326K -41,716 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$14.4M +$394K +50,447 +4%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$10.9M +$71.5K +9,158 +0.9%
Invesco
11
Invesco
Georgia
$10.8M +$3.47M +444,820 +76%
BIP
12
Brandes Investment Partners
California
$10.4M +$7.17M +919,165 +1,271%
Northern Trust
13
Northern Trust
Illinois
$10M -$5.5K -704 -0.1%
Bank of America
14
Bank of America
North Carolina
$9.5M -$987K -126,487 -12%
LLL
15
Lynrock Lake LP
New York
$9.45M +$1.09M +139,943 +18%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$8.7M -$582K -74,600 -8%
Ameriprise
17
Ameriprise
Minnesota
$6.71M +$2M +256,857 +67%
HIM
18
Herald Investment Management
United Kingdom
$6.61M
Principal Financial Group
19
Principal Financial Group
Iowa
$6.04M -$60.4K -7,744 -1%
DCM
20
Divisar Capital Management
California
$5.67M +$3.67M +470,587 +672%
N
21
Nuveen
North Carolina
$5.65M -$15.9K -2,037 -0.3%
DSCM
22
Divisadero Street Capital Management
Florida
$5.2M +$3.87M +496,044 New
RA
23
Royce & Associates
New York
$4.77M +$3.55M +455,000 New
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$4.74M +$1.69M +216,174 +92%
Morgan Stanley
25
Morgan Stanley
New York
$4.72M -$144K -18,405 -4%

ARLO Hedge Fund Activity: Q4 2021 in Review

163 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Arlo Technologies (ARLO) for Q4 2021, worth a combined $618M — up 71% from $360M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ARLO positions and 18 closed out — a net gain of 12 holders — while 52 added to existing stakes and 53 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $7.17M. The largest seller was Cannell Capital, cutting an estimated $5.31M.

  • 163 institutional investors held Arlo Technologies (ARLO) as of Q4 2021, up from 154 in Q3 2021.
  • Funds reported $618M of Arlo Technologies stock for Q4 2021, up 71% quarter-over-quarter.
  • 30 funds opened new Arlo Technologies positions in Q4 2021 and 18 closed out, a net change of +12 holders.
  • The largest Arlo Technologies buyer in Q4 2021 was Brandes Investment Partners, an estimated $7.17M added.
  • The largest Arlo Technologies seller in Q4 2021 was Cannell Capital, an estimated $5.31M sold.

Based on aggregated 13F filings for Q4 2021.