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FIO

FUSION-IO INC COM
FIO

Delisted

FIO was delisted on the 22nd of July, 2014.

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168 hedge funds and large institutions have $821M invested in FUSION-IO INC COM in 2014 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

53% more call options, than puts

Call options by funds: $78.5M | Put options by funds: $51.3M

53% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 40

17% more capital invested

Capital invested by funds: $702M → $821M (+$119M)

11% more funds holding

Funds holding: 152 → 168 (+16)

Holders
168
Holders Change
+16
Holders Change %
+10.53%
% of All Funds
4.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
45
Increased
61
Reduced
40
Closed
28
Calls
$78.5M
Puts
$51.3M
Net Calls
+$27.2M
Net Calls Change
+$3.57M

Top Buyers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$20.4M
2
SCA
SAC Capital Advisors
Connecticut
+$16.8M
3
WRF
Waddell & Reed Financial
Kansas
+$10.6M
4
APG Asset Management
APG Asset Management
Netherlands
+$7.41M
5
MCM
Masters Capital Management
Georgia
+$7.41M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$39.8M
2
SCA
Southpoint Capital Advisors
New York
-$17.8M
3
WA
Wasatch Advisors
Utah
-$15.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.1M
5
WI
WHV Investments
California
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
51
BBT Capital Management
Texas
$2.67M +$2.69M +254,213 New
BIM
52
BlackRock Investment Management
Delaware
$2.53M +$30.2K +2,855 +1%
TA
53
Teachers Advisors
New York
$2.48M +$1.2M +113,399 +92%
EIM
54
Essex Investment Management
Massachusetts
$2.43M +$2.45M +231,263 New
GL
55
GLG LLC
New York
$2.4M +$2.42M +228,269 New
U
56
UBS
Switzerland
$2.39M -$958K -90,555 -29%
Charles Schwab
57
Charles Schwab
California
$2.36M +$62.9K +5,940 +3%
LCM
58
Leonard Capital Management
Florida
$2.25M – – –
WI
59
WHV Investments
California
$2.23M -$10.1M -951,000 -82%
NFA
60
Nationwide Fund Advisors
Ohio
$2.19M +$994K +93,886 +82%
TBAM
61
True Bearing Asset Management
California
$2.04M +$2.06M +194,200 New
BCM
62
Brightfield Capital Management
New York
$2M -$529K -50,000 -21%
Dimensional Fund Advisors
63
Dimensional Fund Advisors
Texas
$1.9M +$2.32K +219 +0.1%
WA
64
Whitebox Advisors
Minnesota
$1.89M +$1.9M +180,000 New
ECM
65
ETrade Capital Management
Virginia
$1.77M +$159K +15,062 +10%
CCS
66
Crosspoint Capital Strategies
California
$1.73M +$162K +15,341 +10%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$1.69M – – –
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$1.56M +$6.35K +600 +0.4%
AllianceBernstein
69
AllianceBernstein
Tennessee
$1.55M -$75.1K -7,100 -5%
ST
70
Spot Trading
Illinois
$1.48M +$495K +46,786 +50%
SB
71
Suntrust Banks
Georgia
$1.38M +$133K +12,545 +11%
ARTA
72
A.R.T. Advisors
New York
$1.38M -$1.45M -137,048 -51%
SI
73
Scout Investments
Missouri
$1.1M -$31.5K -2,979 -3%
DCM
74
Dialectic Capital Management
Connecticut
$1.08M +$1.09M +102,914 New
PPA
75
Parametric Portfolio Associates
Washington
$1.04M +$157K +14,868 +18%
1 2
3
4 5

FIO Hedge Fund Activity: Q1 2014 in Review

168 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in FUSION-IO INC COM (FIO) for Q1 2014, worth a combined $821M — up 17% from $702M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FIO positions and 28 closed out — a net gain of 17 holders — while 61 added to existing stakes and 40 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $20.4M. The largest seller was Fidelity Investments, cutting an estimated $39.8M.

  • 168 institutional investors held FUSION-IO INC COM (FIO) as of Q1 2014, up from 152 in Q4 2013.
  • Funds reported $821M of FUSION-IO INC COM stock for Q1 2014, up 17% quarter-over-quarter.
  • 45 funds opened new FUSION-IO INC COM positions in Q1 2014 and 28 closed out, a net change of +17 holders.
  • The largest FUSION-IO INC COM buyer in Q1 2014 was Lord, Abbett & Co, an estimated $20.4M added.
  • The largest FUSION-IO INC COM seller in Q1 2014 was Fidelity Investments, an estimated $39.8M sold.

Based on aggregated 13F filings for Q1 2014.