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PC Connection

87 hedge funds and large institutions have $215M invested in PC Connection in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 9087 (-3)

16% less capital invested

Capital invested by funds: $256M → $215M (-$41.6M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
87
Holders Change
-3
Holders Change %
-3.33%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
36
Reduced
29
Closed
8
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$53.6M -$5.33M -244,907 -9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$46.4M +$120K +5,491 +0.2%
Northern Trust
3
Northern Trust
Illinois
$14.1M +$509K +23,386 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.03M -$1.48M -68,123 -14%
BIT
5
BlackRock Institutional Trust
California
$7.57M +$132K +6,051 +2%
ZIM
6
ZPR Investment Management
Florida
$5.71M -$12.4K -568 -0.2%
BFA
7
BlackRock Fund Advisors
California
$5.54M +$166K +7,602 +3%
LSV Asset Management
8
LSV Asset Management
Illinois
$5.38M
FAM
9
Fenimore Asset Management
New York
$4.88M +$926K +42,500 +22%
State Street
10
State Street
Massachusetts
$4.21M -$189K -8,685 -4%
PRCP
11
Pacific Ridge Capital Partners
Oregon
$2.88M -$68.1K -3,127 -2%
JIR
12
James Investment Research
Ohio
$2.76M +$769K +35,300 +36%
RFC
13
Russell Frank Company
Washington
$2.6M +$355K +16,283 +15%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.52M +$171K +7,869 +7%
GCP
15
GSA Capital Partners
United Kingdom
$2.41M +$388K +17,800 +18%
TC
16
TFS Capital
Pennsylvania
$2.3M +$849K +38,966 +54%
Renaissance Technologies
17
Renaissance Technologies
New York
$2.05M +$904K +41,500 +73%
ETM
18
Euclidean Technologies Management
Washington
$1.91M +$93.7K +4,300 +5%
Morgan Stanley
19
Morgan Stanley
New York
$1.7M +$654K +30,039 +58%
AI
20
Analytic Investors
California
$1.59M +$440K +20,205 +36%
Prudential Financial
21
Prudential Financial
New Jersey
$1.58M +$4.36K +200 +0.3%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$1.56M +$136K +6,266 +9%
CAM
23
ClariVest Asset Management
California
$1.4M -$11K -504 -0.7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.38M -$241K -11,051 -14%
MERSOM
25
Municipal Employees' Retirement System of Michigan
Michigan
$1.33M +$240K +11,030 +21%

CNXN Hedge Fund Activity: Q3 2015 in Review

87 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in PC Connection (CNXN) for Q3 2015, worth a combined $215M — down 16% from $256M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of CNXN and 5 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 36 added.

The largest buyer was Paradigm Capital Management Inc, opening a new position worth an estimated $937K. The largest seller was Royce & Associates, cutting an estimated $5.33M.

  • 87 institutional investors held PC Connection (CNXN) as of Q3 2015, down from 90 in Q2 2015.
  • Funds reported $215M of PC Connection stock for Q3 2015, down 16% quarter-over-quarter.
  • 5 funds opened new PC Connection positions in Q3 2015 and 8 closed out, a net change of -3 holders.
  • The largest PC Connection buyer in Q3 2015 was Paradigm Capital Management Inc, an estimated $937K added.
  • The largest PC Connection seller in Q3 2015 was Royce & Associates, an estimated $5.33M sold.

Based on aggregated 13F filings for Q3 2015.