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Fox Factory Holding Corp

65 hedge funds and large institutions have $212M invested in Fox Factory Holding Corp in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

5% more funds holding

Funds holding: 6265 (+3)

1% less capital invested

Capital invested by funds: $213M → $212M (-$1.66M)

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
31
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$38.2M -$61K -3,524 -0.2%
FCM
2
Frontier Capital Management
Massachusetts
$18.1M +$2.25M +129,766 +14%
ClearBridge Investments
3
ClearBridge Investments
New York
$14.6M +$53.8K +3,105 +0.4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.5M +$1.08M +62,138 +8%
Capital World Investors
5
Capital World Investors
California
$11M
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$8.52M -$173K -9,989 -2%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$8.37M -$1.16M -67,100 -12%
Ameriprise
8
Ameriprise
Minnesota
$8.23M -$175K -10,127 -2%
Wells Fargo
9
Wells Fargo
California
$7.43M +$1.57M +90,858 +27%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$7.31M +$2.07M +119,691 +40%
TAM
11
Tiverton Asset Management
Delaware
$6.68M
FIM
12
Foresters Investment Management
New York
$6.51M +$41.6K +2,400 +0.7%
NPIC
13
Neumeier Poma Investment Counsel
California
$6.22M +$6.12M +353,525 New
SC
14
Skylands Capital
Wisconsin
$5.27M +$529K +30,534 +11%
Deutsche Bank
15
Deutsche Bank
Germany
$4.63M -$5.3K -306 -0.1%
Vanguard Group
16
Vanguard Group
Pennsylvania
$4.47M +$1.19M +68,665 +37%
BFA
17
BlackRock Fund Advisors
California
$4.07M -$299K -17,261 -7%
ACM
18
Ashford Capital Management
Delaware
$3.59M +$1.63M +94,150 +86%
NC
19
NBW Capital
Massachusetts
$3.56M +$2.69K +155 +0.1%
RHJA
20
Rice Hall James & Associates
California
$3.3M -$2.1K -121 -0.1%
TI
21
Turner Investments
Pennsylvania
$2.57M -$403K -23,290 -14%
KI
22
Kalmar Investments
Delaware
$2.51M -$155K -8,920 -6%
Northern Trust
23
Northern Trust
Illinois
$2.49M -$118K -6,795 -5%
WCM
24
Washington Capital Management
Washington
$2.33M -$39.6K -2,287 -2%
State Street
25
State Street
Massachusetts
$2.25M +$90.2K +5,206 +4%

FOXF Hedge Fund Activity: Q2 2014 in Review

65 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Fox Factory Holding Corp (FOXF) for Q2 2014, worth a combined $212M — down 0.78% from $213M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FOXF positions and 5 closed out — a net gain of 3 holders — while 31 added to existing stakes and 21 trimmed.

The largest buyer was Neumeier Poma Investment Counsel, opening a new position worth an estimated $6.12M. The largest seller was THB Asset Management, exiting entirely with an estimated $4.57M sold.

  • 65 institutional investors held Fox Factory Holding Corp (FOXF) as of Q2 2014, up from 62 in Q1 2014.
  • Funds reported $212M of Fox Factory Holding Corp stock for Q2 2014, down 0.78% quarter-over-quarter.
  • 8 funds opened new Fox Factory Holding Corp positions in Q2 2014 and 5 closed out, a net change of +3 holders.
  • The largest Fox Factory Holding Corp buyer in Q2 2014 was Neumeier Poma Investment Counsel, an estimated $6.12M added.
  • The largest Fox Factory Holding Corp seller in Q2 2014 was THB Asset Management, an estimated $4.57M sold.

Based on aggregated 13F filings for Q2 2014.