Dorman Products
DORM
243 hedge funds and large institutions have $1.68B invested in Dorman Products in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 76 increasing their positions, 99 reducing their positions, and 43 closing their positions.
8% more capital invested
Capital invested by funds: $1.55B → $1.68B (+$128M)
0.36% more ownership
Funds ownership: 75.07% → 75.43% (+0.36%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 256 → 243 (-13)
15% less call options, than puts
Call options by funds: $3.03M | Put options by funds: $3.58M
21% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 43
23% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 99
Top Buyers
| 1 |
EIP
Epoch Investment Partners
New York
|
+$33.4M |
| 2 |
O
OppenheimerFunds
New York
|
+$22.5M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$22.2M |
| 4 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$13.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.7M |
Top Sellers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$17.8M |
| 2 |
Morgan Stanley
New York
|
-$12.9M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$10M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$9.61M |
| 5 |
Bank of New York Mellon
New York
|
-$8.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWP
276
Icon Wealth Partners
Houston,
Texas
| – | -$24K | -390 | Closed |
|
|
RFM
277
Royal Fund Management
Lady Lake,
Florida
| – | -$7K | -124 | Closed |
|
|
WTC
278
WhitTier Trust Company
Reno,
Nevada
| – | -$5K | -80 | Closed |
|
|
BBHC
279
Brown Brothers Harriman & Co
New York
| – | -$3K | -50 | Closed |
|
|
WA
280
Winfield Associates
Cleveland,
Ohio
| – | -$3K | -48 | Closed |
|
|
RWA
281
Ropes Wealth Advisors
Boston,
Massachusetts
| – | -$3K | -44 | Closed |
|
282
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -27 | Closed |
|
|
LWCFA
283
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$1K | -17 | Closed |
|
|
CIM
284
Contravisory Investment Management
Norwell,
Massachusetts
| – | -$1K | -16 | Closed |
|
|
DAM
285
Delta Asset Management
Memphis,
Tennessee
| – | -$1K | -10 | Closed |
|
DORM Hedge Fund Activity: Q1 2018 in Review
243 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Dorman Products (DORM) for Q1 2018, worth a combined $1.68B — up 8.2% from $1.55B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of DORM and 34 opened new positions — a net loss of 9 holders — while 99 trimmed existing stakes and 76 added.
The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $33.4M. The largest seller was Vanguard Group, cutting an estimated $17.8M.
- 243 institutional investors held Dorman Products (DORM) as of Q1 2018, down from 256 in Q4 2017.
- Funds reported $1.68B of Dorman Products stock for Q1 2018, up 8.2% quarter-over-quarter.
- 34 funds opened new Dorman Products positions in Q1 2018 and 43 closed out, a net change of -9 holders.
- The largest Dorman Products buyer in Q1 2018 was Epoch Investment Partners, an estimated $33.4M added.
- The largest Dorman Products seller in Q1 2018 was Vanguard Group, an estimated $17.8M sold.
Based on aggregated 13F filings for Q1 2018.