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Aspen Aerogels

159 hedge funds and large institutions have $583M invested in Aspen Aerogels in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $525M → $583M (+$58.2M)

1.66% more ownership

Funds ownership: 94.87%96.53% (+1.7%)

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more funds holding

Funds holding: 159159 (0)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

22% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 60

69% less call options, than puts

Call options by funds: $14.8M | Put options by funds: $47.3M

Holders
159
Holders Change
Holders Change %
0%
% of All Funds
2.52%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
21
Increased
47
Reduced
60
Closed
20
Calls
$14.8M
Puts
$47.3M
Net Calls
-$32.5M
Net Calls Change
-$38.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KL
1
KIM LLC
Kansas
$136M
BlackRock
2
BlackRock
New York
$33.3M +$151K +21,296 +0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$29.6M +$99.5K +14,013 +0.4%
OCMI
4
Oaktop Capital Management II
New Jersey
$27.5M
GKFF
5
George Kaiser Family Foundation
Oklahoma
$27.2M
SC
6
Samjo Capital
New York
$25.9M +$9.06M +1,275,000 +73%
NIM
7
Needham Investment Management
New York
$21.7M +$1.85M +260,000 +11%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$19.6M -$282K -39,634 -2%
ACM
9
AIGH Capital Management
Maryland
$15.1M +$12.4M +1,752,022 New
AIC
10
AWM Investment Company
New York
$14.3M
AAP
11
Ardsley Advisory Partners
Connecticut
$13.3M +$237K +33,322 +2%
RA
12
Royce & Associates
New York
$12.6M +$2.53M +356,466 +32%
TAM
13
Telemark Asset Management
Massachusetts
$10.8M -$2.17M -305,000 -20%
State Street
14
State Street
Massachusetts
$10.2M -$51.9K -7,311 -0.6%
UM
15
UniSuper Management
Australia
$9.32M +$916K +128,974 +14%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$9.25M +$61K +8,591 +0.8%
N
17
Nuveen
North Carolina
$8.76M -$969K -136,339 -12%
FCM
18
Frontier Capital Management
Massachusetts
$8.29M +$6.85M +963,587 New
Ameriprise
19
Ameriprise
Minnesota
$7.56M -$689K -97,042 -10%
PCM
20
Penn Capital Management
Pennsylvania
$6.8M +$177K +24,915 +3%
Federated Hermes
21
Federated Hermes
Pennsylvania
$6.45M
RI
22
Redwood Investments
Massachusetts
$6.27M -$392K -55,122 -7%
Citadel Advisors
23
Citadel Advisors
Florida
$5.74M +$1.69M +238,171 +55%
RHJA
24
Rice Hall James & Associates
California
$5.36M +$3.51M +494,662 +385%
EIM
25
Essex Investment Management
Massachusetts
$5.12M -$2.96M -416,334 -41%

ASPN Hedge Fund Activity: Q3 2023 in Review

159 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aspen Aerogels (ASPN) for Q3 2023, worth a combined $583M — up 11% from $525M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ASPN positions and 20 closed out — a net gain of 1 holder — while 47 added to existing stakes and 60 trimmed.

The largest buyer was AIGH Capital Management, opening a new position worth an estimated $12.4M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $4.84M sold.

  • 159 institutional investors held Aspen Aerogels (ASPN) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $583M of Aspen Aerogels stock for Q3 2023, up 11% quarter-over-quarter.
  • 21 funds opened new Aspen Aerogels positions in Q3 2023 and 20 closed out, a net change of +1 holder.
  • The largest Aspen Aerogels buyer in Q3 2023 was AIGH Capital Management, an estimated $12.4M added.
  • The largest Aspen Aerogels seller in Q3 2023 was Driehaus Capital Management, an estimated $4.84M sold.

Based on aggregated 13F filings for Q3 2023.