Cognex
CGNX
443 hedge funds and large institutions have $7.25B invested in Cognex in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 146 increasing their positions, 143 reducing their positions, and 45 closing their positions.
56% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 45
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
13% more capital invested
Capital invested by funds: $6.4B → $7.25B (+$844M)
5% more funds holding
Funds holding: 423 → 443 (+20)
2.42% more ownership
Funds ownership: 87.84% → 90.26% (+2.4%)
2% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 143
27% less call options, than puts
Call options by funds: $4.59M | Put options by funds: $6.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Impax Asset Management Group
London,
United Kingdom
|
+$55.4M |
| 2 |
Janus Henderson Group
London,
|
+$46.5M |
| 3 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$44.4M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$31.8M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$27.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$66M |
| 2 |
D.E. Shaw & Co
New York
|
-$36.7M |
| 3 |
Pictet Asset Management
Carouge,
Switzerland
|
-$36.4M |
| 4 |
Millennium Management
New York
|
-$35.4M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$31.8M |
CGNX Hedge Fund Activity: Q2 2024 in Review
443 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Cognex (CGNX) for Q2 2024, worth a combined $7.25B — up 13% from $6.4B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new CGNX positions and 45 closed out — a net gain of 25 holders — while 146 added to existing stakes and 143 trimmed.
The largest buyer was Impax Asset Management Group, adding an estimated $55.4M. The largest seller was Mirae Asset Global Investments, cutting an estimated $66M.
- 443 institutional investors held Cognex (CGNX) as of Q2 2024, up from 423 in Q1 2024.
- Funds reported $7.25B of Cognex stock for Q2 2024, up 13% quarter-over-quarter.
- 70 funds opened new Cognex positions in Q2 2024 and 45 closed out, a net change of +25 holders.
- The largest Cognex buyer in Q2 2024 was Impax Asset Management Group, an estimated $55.4M added.
- The largest Cognex seller in Q2 2024 was Mirae Asset Global Investments, an estimated $66M sold.
Based on aggregated 13F filings for Q2 2024.