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441 hedge funds and large institutions have $7.24B invested in Cognex in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 146 increasing their positions, 142 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 67 (+1)

13% more capital invested

Capital invested by funds: $6.4B → $7.24B (+$844M)

5% more funds holding

Funds holding: 421441 (+20)

2.43% more ownership

Funds ownership: 87.79%90.21% (+2.4%)

3% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 142

27% less call options, than puts

Call options by funds: $4.59M | Put options by funds: $6.3M

Holders
441
Holders Change
+20
Holders Change %
+4.75%
% of All Funds
6.37%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
70
Increased
146
Reduced
142
Closed
45
Calls
$4.59M
Puts
$6.3M
Net Calls
-$1.71M
Net Calls Change
-$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$824M +$4.56M +103,705 +0.6%
BlackRock
2
BlackRock
New York
$706M -$25.5M -579,868 -4%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$290M -$26.6M -604,915 -9%
State Street
4
State Street
Massachusetts
$241M -$868K -19,746 -0.4%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$238M +$55.4M +1,259,116 +33%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$188M +$13.3M +301,916 +8%
BCM
7
Brown Capital Management
Maryland
$167M -$12.2M -276,976 -7%
Capital Research Global Investors
8
Capital Research Global Investors
California
$166M +$60.6K +1,378 +0%
DGI
9
Disciplined Growth Investors
Minnesota
$161M +$2.16M +49,026 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$161M +$7M +159,180 +5%
Pictet Asset Management
11
Pictet Asset Management
Switzerland
$114M -$36.4M -828,226 -25%
Nordea Investment Management
12
Nordea Investment Management
Sweden
$111M -$13.6M -309,020 -12%
Mirae Asset Global ETFs Holdings
13
Mirae Asset Global ETFs Holdings
Hong Kong
$108M +$101M +2,304,181 New
Lazard Asset Management
14
Lazard Asset Management
New York
$102M +$1.03M +23,479 +1%
Chevy Chase Trust
15
Chevy Chase Trust
Maryland
$96.2M +$21.1M +480,143 +30%
Fundsmith LLP
16
Fundsmith LLP
United Kingdom
$89.1M -$2.64M -59,959 -3%
EAM
17
Eagle Asset Management
Florida
$88.2M +$3.15M +71,631 +4%
American Century Companies
18
American Century Companies
Missouri
$81.7M +$16.2M +369,442 +27%
JP Morgan Chase
19
JP Morgan Chase
New York
$79.3M -$2.96M -67,342 -4%
Principal Financial Group
20
Principal Financial Group
Iowa
$79.2M -$2.96M -67,343 -4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$76.5M +$10.4M +236,540 +17%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$75.8M +$18M +409,502 +34%
CCM
23
Copeland Capital Management
Pennsylvania
$75M +$376K +8,562 +0.5%
DekaBank Deutsche Girozentrale
24
DekaBank Deutsche Girozentrale
Germany
$75M
RP
25
Riverbridge Partners
Minnesota
$75M -$5.4M -122,792 -7%

CGNX Hedge Fund Activity: Q2 2024 in Review

441 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Cognex (CGNX) for Q2 2024, worth a combined $7.24B — 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 142 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.

  • 441 institutional investors held Cognex (CGNX) as of Q2 2024, up from 421 in Q1 2024.
  • Funds reported $7.24B 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.