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Arlo Technologies

171 hedge funds and large institutions have $405M invested in Arlo Technologies in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

588% more call options, than puts

Call options by funds: $4.93M | Put options by funds: $717K

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

3% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 61

1.35% less ownership

Funds ownership: 75.79%74.44% (-1.4%)

2% less funds holding

Funds holding: 175171 (-4)

29% less capital invested

Capital invested by funds: $570M → $405M (-$165M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
171
Holders Change
-4
Holders Change %
-2.29%
% of All Funds
2.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
63
Reduced
61
Closed
22
Calls
$4.93M
Puts
$717K
Net Calls
+$4.22M
Net Calls Change
+$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$82.3M +$2.93M +400,551 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$39M +$612K +83,728 +1%
Primecap Management
3
Primecap Management
California
$31.7M -$1.23M -168,775 -3%
CC
4
Cannell Capital
Wyoming
$20M +$3.18M +434,233 +16%
State Street
5
State Street
Massachusetts
$17.9M +$774K +105,751 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$14.9M -$2.2K -301 -0%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$13.6M -$281K -38,387 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$11.9M -$132K -18,047 -0.9%
RHJA
9
Rice Hall James & Associates
California
$11.3M +$9.27M +1,267,979 +238%
DCM
10
Divisar Capital Management
California
$9.28M +$3.29M +449,431 +44%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$8.96M +$206K +28,202 +2%
N
12
Nuveen
North Carolina
$8.23M +$2.5M +341,323 +35%
DSCM
13
Divisadero Street Capital Management
Florida
$6.96M +$810K +110,800 +11%
RA
14
Royce & Associates
New York
$6.83M +$391K +53,400 +5%
BIP
15
Brandes Investment Partners
California
$6.02M +$169K +23,058 +2%
Northern Trust
16
Northern Trust
Illinois
$6.02M +$256K +34,973 +4%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$5.93M -$245K -33,507 -3%
HIM
18
Herald Investment Management
United Kingdom
$5.8M +$1.61M +220,756 +31%
Bank of America
19
Bank of America
North Carolina
$5.23M -$548K -74,898 -8%
Goldman Sachs
20
Goldman Sachs
New York
$5.02M -$1.56M -212,946 -21%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$4.4M +$230K +31,400 +5%
SAM
22
Silvercrest Asset Management
New York
$4.22M +$829K +113,320 +20%
Morgan Stanley
23
Morgan Stanley
New York
$3.83M +$486K +66,462 +12%
Ameriprise
24
Ameriprise
Minnesota
$3.62M -$26K -3,552 -0.6%
Principal Financial Group
25
Principal Financial Group
Iowa
$3.42M -$199K -27,188 -5%

ARLO Hedge Fund Activity: Q2 2022 in Review

171 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Arlo Technologies (ARLO) for Q2 2022, worth a combined $405M — down 29% from $570M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ARLO positions and 22 closed out — a net gain of 1 holder — while 63 added to existing stakes and 61 trimmed.

The largest buyer was Rice Hall James & Associates, adding an estimated $9.27M. The largest seller was EAM Global Investors, exiting entirely with an estimated $3.79M sold.

  • 171 institutional investors held Arlo Technologies (ARLO) as of Q2 2022, down from 175 in Q1 2022.
  • Funds reported $405M of Arlo Technologies stock for Q2 2022, down 29% quarter-over-quarter.
  • 23 funds opened new Arlo Technologies positions in Q2 2022 and 22 closed out, a net change of +1 holder.
  • The largest Arlo Technologies buyer in Q2 2022 was Rice Hall James & Associates, an estimated $9.27M added.
  • The largest Arlo Technologies seller in Q2 2022 was EAM Global Investors, an estimated $3.79M sold.

Based on aggregated 13F filings for Q2 2022.