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Dorman Products

256 hedge funds and large institutions have $1.55B invested in Dorman Products in 2017 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 86 increasing their positions, 81 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 27

9% more funds holding

Funds holding: 234256 (+22)

6% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 81

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.34% less ownership

Funds ownership: 76.41%75.07% (-1.3%)

17% less capital invested

Capital invested by funds: $1.86B → $1.55B (-$315M)

84% less call options, than puts

Call options by funds: $324K | Put options by funds: $2.08M

Holders
256
Holders Change
+22
Holders Change %
+9.4%
% of All Funds
5.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
49
Increased
86
Reduced
81
Closed
27
Calls
$324K
Puts
$2.08M
Net Calls
-$1.76M
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
201
Ameritas Investment Partners
Nebraska
$147K
WEC
202
Winslow Evans & Crocker
Massachusetts
$112K
Zurich Cantonal Bank
203
Zurich Cantonal Bank
Switzerland
$107K +$20.9K +308 +21%
OWA
204
One Wealth Advisors
California
$95K +$106K +1,560 New
WAM
205
Wealthspire Advisors (Maryland)
Maryland
$79K -$6.17K -91 -7%
AIM
206
Anchor Investment Management
South Carolina
$76.4K +$10.2K +150 +14%
ASN
207
Advisory Services Network
Georgia
$67K +$33.4K +492 +81%
FHA
208
First Horizon Advisors
Tennessee
$66K +$2.58K +38 +4%
STA
209
Summit Trail Advisors
New York
$59K +$55.3K +815 New
LIA
210
LS Investment Advisors
Michigan
$56K -$112K -1,651 -64%
II
211
Inspire Investing
Idaho
$56K +$61.7K +910 New
LTFS
212
Ladenburg Thalmann Financial Services
Florida
$48K -$42K -620 -44%
PFBT
213
Parkside Financial Bank & Trust
Missouri
$47K -$3.39K -50 -6%
DCM
214
Delpha Capital Management
New York
$47K +$51.9K +766 New
MOS
215
MGO One Seven
Ohio
$47K +$52.5K +774 New
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$46K -$610 -9 -1%
SWA
217
Sutton Wealth Advisors
Florida
$45.1K
TF
218
Tompkins Financial
New York
$28K
GT
219
Greenleaf Trust
Michigan
$26K
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$25K +$28K +413 New
IWP
221
Icon Wealth Partners
Texas
$24K +$26.4K +390 New
AC
222
Avestar Capital
New York
$21K +$23.7K +349 New
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$18K -$44.7K -660 -70%
SPIA
224
Steward Partners Investment Advisory
New York
$15K +$15.4K +227 +811%
QCG
225
Quadrant Capital Group
Ohio
$13K -$6.1K -90 -29%

DORM Hedge Fund Activity: Q4 2017 in Review

256 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Dorman Products (DORM) for Q4 2017, worth a combined $1.55B — down 17% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new DORM positions and 27 closed out — a net gain of 22 holders — while 86 added to existing stakes and 81 trimmed.

The largest buyer was Mackenzie Financial, opening a new position worth an estimated $13.8M. The largest seller was Congress Asset Management, cutting an estimated $72.8M.

  • 256 institutional investors held Dorman Products (DORM) as of Q4 2017, up from 234 in Q3 2017.
  • Funds reported $1.55B of Dorman Products stock for Q4 2017, down 17% quarter-over-quarter.
  • 49 funds opened new Dorman Products positions in Q4 2017 and 27 closed out, a net change of +22 holders.
  • The largest Dorman Products buyer in Q4 2017 was Mackenzie Financial, an estimated $13.8M added.
  • The largest Dorman Products seller in Q4 2017 was Congress Asset Management, an estimated $72.8M sold.

Based on aggregated 13F filings for Q4 2017.