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Dorman Products

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.

New
Increased
Maintained
Reduced
Closed

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: 11 (0)

5% less funds holding

Funds holding: 256243 (-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

Holders
243
Holders Change
-13
Holders Change %
-5.08%
% of All Funds
5.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
76
Reduced
99
Closed
43
Calls
$3.03M
Puts
$3.58M
Net Calls
-$543K
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
201
First Horizon Advisors
Tennessee
$59K -$7.76K -109 -11%
RCAG
202
Rehmann Capital Advisory Group
Michigan
$55K +$58.8K +825 New
SWA
203
Sutton Wealth Advisors
Florida
$48.8K
LTFS
204
Ladenburg Thalmann Financial Services
Florida
$48K -$3.92K -55 -7%
PFBT
205
Parkside Financial Bank & Trust
Missouri
$46K -$4.92K -69 -9%
PCG
206
Private Capital Group
Connecticut
$38K +$5.56K +78 +16%
TF
207
Tompkins Financial
New York
$30K
GT
208
Greenleaf Trust
Michigan
$28K
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$26K -$1.35K -19 -5%
AC
210
Avestar Capital
New York
$23K
SPIA
211
Steward Partners Investment Advisory
New York
$23K +$7.48K +105 +41%
APP
212
Avantax Planning Partners
Iowa
$20K +$21.9K +307 New
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$19K
BFEC
214
Benjamin F. Edwards & Company
Missouri
$15K +$16K +225 New
QCG
215
Quadrant Capital Group
Ohio
$14K
Parallax Volatility Advisers
216
Parallax Volatility Advisers
California
$13K -$279K -3,916 -95%
WA
217
WealthTrust-Arizona
Arizona
$13K
IA
218
IFP Advisors
Florida
$11K
SWM
219
SeaCrest Wealth Management
New York
$11K
AIM
220
Assured Investment Management
New York
$10K +$10.3K +144 New
LF
221
Lee Financial
Texas
$9K -$1.07K -15 -10%
WDL
222
Well Done LLC
Michigan
$9K +$9.62K +135 New
EA
223
Edge Advisors
Georgia
$9K +$10.8K +151 New
WT
224
Whittier Trust
California
$8K
NIT
225
NumerixS Investment Technologies
British Columbia, Canada
$7K -$285K -4,000 -98%

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.