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Aspen Aerogels

41 hedge funds and large institutions have $196M invested in Aspen Aerogels in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

41% more funds holding

Funds holding: 2941 (+12)

0.39% more ownership

Funds ownership: 84.27%84.66% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less capital invested

Capital invested by funds: $214M → $196M (-$17.9M)

Holders
41
Holders Change
+12
Holders Change %
+41.38%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
18
Increased
13
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$69M
GKFF
2
George Kaiser Family Foundation
Oklahoma
$31.9M
RO
3
Reservoir Operations
New York
$29M
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$14.2M +$841K +83,030 +6%
GGHC
5
Gilder Gagnon Howe & Co
New York
$12.3M +$5.81M +573,300 +88%
PRCM
6
Pine River Capital Management
Minnesota
$8.72M +$1.83M +180,417 +26%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$7.41M +$1.65M +163,065 +29%
Federated Hermes
8
Federated Hermes
Pennsylvania
$7.3M +$375K +37,050 +5%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$3.07M
NC
10
NBW Capital
Massachusetts
$2.26M +$20K +1,974 +0.9%
AAM
11
ACK Asset Management
Connecticut
$2.06M +$41.5K +4,100 +2%
BFA
12
BlackRock Fund Advisors
California
$1.39M +$1.4M +138,311 New
Vanguard Group
13
Vanguard Group
Pennsylvania
$1.25M -$19.8K -1,952 -2%
SC
14
Sculptor Capital
New York
$975K
OA
15
Omega Advisors
New York
$779K +$783K +77,300 New
GL
16
GLG LLC
New York
$775K -$487K -48,092 -38%
Northern Trust
17
Northern Trust
Illinois
$689K +$71K +7,009 +11%
WJA
18
Williams Jones & Associates
New York
$455K +$245K +24,200 +116%
BIT
19
BlackRock Institutional Trust
California
$447K +$449K +44,322 New
LBH
20
Lehman Brothers Holdings
New York
$379K
BPC
21
Banque Pictet & Cie
Switzerland
$312K -$8.98K -887 -3%
State Street
22
State Street
Massachusetts
$273K +$274K +27,100 New
Millennium Management
23
Millennium Management
New York
$202K -$545K -53,850 -73%
CS
24
Credit Suisse
Switzerland
$173K +$174K +17,211 New
TD Asset Management
25
TD Asset Management
Ontario, Canada
$158K +$37.5K +3,700 +31%

ASPN Hedge Fund Activity: Q3 2014 in Review

41 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Aspen Aerogels (ASPN) for Q3 2014, worth a combined $196M — down 8.3% from $214M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ASPN positions and 5 closed out — a net gain of 13 holders — while 13 added to existing stakes and 4 trimmed.

The largest buyer was Gilder Gagnon Howe & Co, adding an estimated $5.81M. The largest seller was Barclays, exiting entirely with an estimated $11.9M sold.

  • 41 institutional investors held Aspen Aerogels (ASPN) as of Q3 2014, up from 29 in Q2 2014.
  • Funds reported $196M of Aspen Aerogels stock for Q3 2014, down 8.3% quarter-over-quarter.
  • 18 funds opened new Aspen Aerogels positions in Q3 2014 and 5 closed out, a net change of +13 holders.
  • The largest Aspen Aerogels buyer in Q3 2014 was Gilder Gagnon Howe & Co, an estimated $5.81M added.
  • The largest Aspen Aerogels seller in Q3 2014 was Barclays, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2014.