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473 hedge funds and large institutions have $6.6B invested in Cognex in 2022 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 166 increasing their positions, 163 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $11.5M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.6% more ownership

Funds ownership: 90.42%92.02% (+1.6%)

2% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 163

1% less capital invested

Capital invested by funds: $6.67B → $6.6B (-$73.1M)

3% less funds holding

Funds holding: 490473 (-17)

15% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 61

Holders
473
Holders Change
-17
Holders Change %
-3.47%
% of All Funds
8.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
52
Increased
166
Reduced
163
Closed
61
Calls
$18.1M
Puts
$11.5M
Net Calls
+$6.58M
Net Calls Change
+$7.35M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
26
GW&K Investment Management
Massachusetts
$57.5M +$27.2M +599,749 +76%
Chevy Chase Trust
27
Chevy Chase Trust
Maryland
$57.2M +$2.76M +60,931 +5%
Axa
28
Axa
France
$54M -$987K -21,790 -2%
Fidelity International
29
Fidelity International
Bermuda
$53.8M +$22.5M +497,402 +62%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$53.7M -$364K -8,032 -0.6%
Legal & General Group
31
Legal & General Group
United Kingdom
$52.1M +$29.7K +655 +0.1%
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$51.6M -$36.3M -802,730 -39%
N
33
Nuveen
North Carolina
$51.6M -$7M -154,507 -11%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$50.8M +$54.2M +1,197,312 +4,322%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$49.4M +$1.12M +24,740 +2%
Charles Schwab
36
Charles Schwab
California
$47.2M +$3.17M +69,968 +7%
Bank of America
37
Bank of America
North Carolina
$44.2M +$13.4M +296,844 +39%
Mitsubishi UFJ Trust & Banking
38
Mitsubishi UFJ Trust & Banking
Japan
$41.4M -$2.91M -64,313 -6%
FSCM
39
Front Street Capital Management
Montana
$39.9M +$279K +6,161 +0.6%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$38.7M +$3.28M +72,529 +9%
SIMG
41
Stephens Investment Management Group
Texas
$37.9M +$1.89M +41,737 +5%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$36.5M -$176K -3,884 -0.4%
Two Sigma Investments
43
Two Sigma Investments
New York
$36M +$17.8M +394,172 +83%
Morgan Stanley
44
Morgan Stanley
New York
$34.3M -$1.58M -34,882 -4%
JP Morgan Chase
45
JP Morgan Chase
New York
$32.6M +$6.64M +146,527 +23%
RA
46
Royce & Associates
New York
$32.6M +$4.19M +92,531 +13%
Ameriprise
47
Ameriprise
Minnesota
$32.3M -$1.22M -26,885 -3%
Swiss National Bank
48
Swiss National Bank
Switzerland
$31.2M -$67.9K -1,500 -0.2%
Federated Hermes
49
Federated Hermes
Pennsylvania
$31.1M +$976K +21,556 +3%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$30.7M -$213M -4,708,712 -86%

CGNX Hedge Fund Activity: Q3 2022 in Review

473 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Cognex (CGNX) for Q3 2022, worth a combined $6.6B — down 1.1% from $6.67B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of CGNX and 52 opened new positions — a net loss of 9 holders — while 163 trimmed existing stakes and 166 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $54.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $213M.

  • 473 institutional investors held Cognex (CGNX) as of Q3 2022, down from 490 in Q2 2022.
  • Funds reported $6.6B of Cognex stock for Q3 2022, down 1.1% quarter-over-quarter.
  • 52 funds opened new Cognex positions in Q3 2022 and 61 closed out, a net change of -9 holders.
  • The largest Cognex buyer in Q3 2022 was Mirae Asset Global Investments, an estimated $54.2M added.
  • The largest Cognex seller in Q3 2022 was T. Rowe Price Associates, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2022.