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ELON

Echelon Corp
ELON

Delisted

ELON was delisted on the 13th of September, 2018.

58 hedge funds and large institutions have $27.8M invested in Echelon Corp in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

41% more capital invested

Capital invested by funds: $19.7M → $27.8M (+$8.06M)

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

12% more funds holding

Funds holding: 5258 (+6)

26% less call options, than puts

Call options by funds: $98K | Put options by funds: $132K

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
14
Closed
7
Calls
$98K
Puts
$132K
Net Calls
-$34K
Net Calls Change
-$48K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$5.7M +$163K +5,400 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.06M +$216K +7,150 +7%
BIT
3
BlackRock Institutional Trust
California
$2.86M +$222K +7,366 +8%
PGCM
4
Prescott Group Capital Management
Oklahoma
$2.18M +$333K +11,038 +16%
RPA
5
Rock Point Advisors
Vermont
$1.98M -$190K -6,311 -8%
Renaissance Technologies
6
Renaissance Technologies
New York
$1.88M -$228K -7,544 -10%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$1.27M +$158K +5,251 +13%
U
8
UBS
Switzerland
$1.11M -$905 -30 -0.1%
Invesco
9
Invesco
Georgia
$1.09M -$255K -8,465 -18%
AAP
10
Ardsley Advisory Partners
Connecticut
$1.03M +$1.12M +37,101 New
TC
11
TFS Capital
Pennsylvania
$997K +$1.08M +35,850 New
BCM
12
Bridgeway Capital Management
Texas
$637K
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$419K -$69.2K -2,295 -13%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$407K +$96.2K +3,190 +28%
BFA
15
BlackRock Fund Advisors
California
$342K +$45K +1,492 +14%
Goldman Sachs
16
Goldman Sachs
New York
$266K +$26.1K +866 +10%
Northern Trust
17
Northern Trust
Illinois
$247K +$8.23K +273 +3%
SPM
18
Symmetry Peak Management
Pennsylvania
$217K +$236K +7,821 New
RFC
19
Russell Frank Company
Washington
$197K +$16.9K +561 +9%
ICAS
20
Investors Capital Advisory Services
Massachusetts
$170K +$43.9K +1,455 +31%
MTC
21
McDaniel Terry & Co
Texas
$166K +$9.05K +300 +5%
Millennium Management
22
Millennium Management
New York
$151K +$164K +5,440 New
Citadel Advisors
23
Citadel Advisors
Florida
$144K +$156K +5,171 New
Morgan Stanley
24
Morgan Stanley
New York
$137K -$93K -3,085 -39%
CS
25
Credit Suisse
Switzerland
$132K +$144K +4,766 New

ELON Hedge Fund Activity: Q1 2014 in Review

58 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Echelon Corp (ELON) for Q1 2014, worth a combined $27.8M — up 41% from $19.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ELON positions and 7 closed out — a net gain of 6 holders — while 19 added to existing stakes and 14 trimmed.

The largest buyer was Ardsley Advisory Partners, opening a new position worth an estimated $1.12M. The largest seller was Wellington Management Group, exiting entirely with an estimated $277K sold.

  • 58 institutional investors held Echelon Corp (ELON) as of Q1 2014, up from 52 in Q4 2013.
  • Funds reported $27.8M of Echelon Corp stock for Q1 2014, up 41% quarter-over-quarter.
  • 13 funds opened new Echelon Corp positions in Q1 2014 and 7 closed out, a net change of +6 holders.
  • The largest Echelon Corp buyer in Q1 2014 was Ardsley Advisory Partners, an estimated $1.12M added.
  • The largest Echelon Corp seller in Q1 2014 was Wellington Management Group, an estimated $277K sold.

Based on aggregated 13F filings for Q1 2014.