Electromed
ELMD
6 hedge funds and large institutions have $415K invested in Electromed in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 4 closing their positions.
83% more capital invested
Capital invested by funds: $227K → $415K (+$188K)
1.1% less ownership
Funds ownership: 2.6% → 1.5% (-1.1%)
14% less funds holding
Funds holding: 7 → 6 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$7.01K |
| 2 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
+$5.75K |
| 3 |
Morgan Stanley
New York
|
+$3.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Perkins Capital Management
Wayzata,
Minnesota
|
-$63.6K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$22K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$16K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$13K |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
1
Perkins Capital Management
Wayzata,
Minnesota
| $329K | -$63.6K | -56,000 | -37% |
|
|
CCM
2
Carlson Capital Management
Northfield,
Minnesota
| $53K | +$5.75K | +5,067 | +48% |
|
|
U
3
UBS
Zurich,
Switzerland
| $21K | +$7.01K | +6,173 | New |
|
|
4
Morgan Stanley
New York
| $10K | +$3.4K | +3,000 | New |
|
|
TDC
5
Thompson Davis & Co
Richmond,
Virginia
| $2K | +$568 | +500 | New |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$22K | -20,293 | Closed |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$16K | -14,400 | Closed |
|
|
8
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$13K | -11,792 | Closed |
|
|
9
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$1K | -1,000 | Closed |
|
10
Bank of America
Charlotte,
North Carolina
| – | -$313 | -276 | -95% |
|
ELMD Hedge Fund Activity: Q4 2013 in Review
6 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Electromed (ELMD) for Q4 2013, worth a combined $415K — up 83% from $227K a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of ELMD and 3 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was UBS, opening a new position worth an estimated $7.01K. The largest seller was Perkins Capital Management, cutting an estimated $63.6K.
- 6 institutional investors held Electromed (ELMD) as of Q4 2013, down from 7 in Q3 2013.
- Funds reported $415K of Electromed stock for Q4 2013, up 83% quarter-over-quarter.
- 3 funds opened new Electromed positions in Q4 2013 and 4 closed out, a net change of -1 holder.
- The largest Electromed buyer in Q4 2013 was UBS, an estimated $7.01K added.
- The largest Electromed seller in Q4 2013 was Perkins Capital Management, an estimated $63.6K sold.
Based on aggregated 13F filings for Q4 2013.