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FIO

FUSION-IO INC COM
FIO

Delisted

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

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152 hedge funds and large institutions have $702M invested in FUSION-IO INC COM in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $68M | Put options by funds: $44.4M

13% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 48

5% less funds holding

Funds holding: 160 → 152 (-8)

20% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 40

37% less capital invested

Capital invested by funds: $1.12B → $702M (-$421M)

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
152
Holders Change
-8
Holders Change %
-5%
% of All Funds
4.41%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
32
Increased
54
Reduced
48
Closed
40
Calls
$68M
Puts
$44.4M
Net Calls
+$23.6M
Net Calls Change
-$46.3M

Top Buyers

Rank Fund Capital Flow
1
WRF
Waddell & Reed Financial
Kansas
+$38.6M
2
TAM
Tocqueville Asset Management
New York
+$20.8M
3
WI
WHV Investments
California
+$12.6M
4
Deutsche Bank
Deutsche Bank
Germany
+$8.63M
5
CS
Credit Suisse
Switzerland
+$7.29M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$79.2M
2
JCAM
Jericho Capital Asset Management
New York
-$18.9M
3
KCM
Kornitzer Capital Management
Kansas
-$16.8M
4
EAM
Eagle Asset Management
Florida
-$13M
5
WA
Wasatch Advisors
Utah
-$9.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
CD
176
Carl Domino
Florida
– -$301K -22,500 Closed
JG
177
Jefferies Group
New York
– -$233K -17,395 Closed
Walleye Trading
178
Walleye Trading
New York
– -$182K -16,801 Closed
SAM
179
Symphony Asset Management
California
– -$223K -16,609 Closed
Principal Financial Group
180
Principal Financial Group
Iowa
– -$198K -14,766 Closed
William Blair & Company
181
William Blair & Company
Illinois
– -$185K -13,869 Closed
RFC
182
Russell Frank Company
Washington
– -$164K -12,243 Closed
CC
183
Crosslink Capital
California
– -$55K -4,110 Closed
QT
184
Quantbot Technologies
New York
– -$49K -3,677 Closed
Jones Financial Companies
185
Jones Financial Companies
Missouri
– -$8K -582 Closed
FANJ
186
Financial Architects (New Jersey)
New Jersey
– -$7K -500 Closed
Parallax Volatility Advisers
187
Parallax Volatility Advisers
California
– -$5.01K -464 Closed
MAA
188
Managed Account Advisors
New Jersey
– -$3K -261 Closed
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
– -$1K -100 Closed
WA
190
WealthTrust-Arizona
Arizona
– -$1K -100 Closed
4 5 6 7
8

FIO Hedge Fund Activity: Q4 2013 in Review

152 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in FUSION-IO INC COM (FIO) for Q4 2013, worth a combined $702M — down 37% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of FIO and 32 opened new positions — a net loss of 8 holders — while 48 trimmed existing stakes and 54 added.

The largest buyer was Waddell & Reed Financial, adding an estimated $38.6M. The largest seller was Fidelity Investments, cutting an estimated $79.2M.

  • 152 institutional investors held FUSION-IO INC COM (FIO) as of Q4 2013, down from 160 in Q3 2013.
  • Funds reported $702M of FUSION-IO INC COM stock for Q4 2013, down 37% quarter-over-quarter.
  • 32 funds opened new FUSION-IO INC COM positions in Q4 2013 and 40 closed out, a net change of -8 holders.
  • The largest FUSION-IO INC COM buyer in Q4 2013 was Waddell & Reed Financial, an estimated $38.6M added.
  • The largest FUSION-IO INC COM seller in Q4 2013 was Fidelity Investments, an estimated $79.2M sold.

Based on aggregated 13F filings for Q4 2013.