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Fox Factory Holding Corp

91 hedge funds and large institutions have $298M invested in Fox Factory Holding Corp in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

14% more funds holding

Funds holding: 8091 (+11)

2% less capital invested

Capital invested by funds: $303M → $298M (-$4.97M)

18% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 33

Holders
91
Holders Change
+11
Holders Change %
+13.75%
% of All Funds
2.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
27
Reduced
33
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
Frontier Capital Management
Massachusetts
$49.1M -$4.04M -227,937 -7%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$27M -$1.86M -104,833 -6%
Lazard Asset Management
3
Lazard Asset Management
New York
$25.6M -$1.45M -81,930 -5%
VBA
4
Van Berkom & Associates
Quebec, Canada
$23M -$69.1K -3,900 -0.3%
ClearBridge Investments
5
ClearBridge Investments
New York
$18.5M -$112K -6,328 -0.6%
Wells Fargo
6
Wells Fargo
California
$13.8M -$960K -54,218 -6%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$12M -$1.12M -63,036 -8%
CB
8
Cooke & Bieler
Pennsylvania
$10.5M +$7.22M +407,426 +178%
Vanguard Group
9
Vanguard Group
Pennsylvania
$9.45M +$447K +25,223 +5%
BFA
10
BlackRock Fund Advisors
California
$7.61M +$335K +18,926 +4%
Deutsche Bank
11
Deutsche Bank
Germany
$7.3M +$66.8K +3,772 +0.9%
ECP
12
Elk Creek Partners
Colorado
$6.71M -$1.63M -92,035 -18%
Bank of America
13
Bank of America
North Carolina
$6.44M +$6.6M +372,452 +2,164%
FIM
14
Foresters Investment Management
New York
$5.98M +$691K +39,000 +12%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$5.22M +$1.93M +109,195 +53%
CAM
16
Cortina Asset Management
Wisconsin
$4.91M +$416K +23,487 +9%
SC
17
Skylands Capital
Wisconsin
$4.31M -$1.69M -95,400 -27%
Ameriprise
18
Ameriprise
Minnesota
$4.11M -$1.15M -64,872 -21%
Northern Trust
19
Northern Trust
Illinois
$3.93M +$125K +7,077 +3%
NC
20
NBW Capital
Massachusetts
$3.63M -$320K -18,054 -8%
BIT
21
BlackRock Institutional Trust
California
$3.53M +$1.04M +58,454 +38%
RA
22
Royce & Associates
New York
$3.19M -$112K -6,300 -3%
ACM
23
Argent Capital Management
Missouri
$3.07M +$1.3M +73,450 +65%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$3.06M -$2.62M -147,745 -44%
State Street
25
State Street
Massachusetts
$2.91M +$309K +17,460 +11%

FOXF Hedge Fund Activity: Q4 2015 in Review

91 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Fox Factory Holding Corp (FOXF) for Q4 2015, worth a combined $298M — down 1.6% from $303M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FOXF positions and 6 closed out — a net gain of 11 holders — while 27 added to existing stakes and 33 trimmed.

The largest buyer was Cooke & Bieler, adding an estimated $7.22M. The largest seller was Frontier Capital Management, cutting an estimated $4.04M.

  • 91 institutional investors held Fox Factory Holding Corp (FOXF) as of Q4 2015, up from 80 in Q3 2015.
  • Funds reported $298M of Fox Factory Holding Corp stock for Q4 2015, down 1.6% quarter-over-quarter.
  • 17 funds opened new Fox Factory Holding Corp positions in Q4 2015 and 6 closed out, a net change of +11 holders.
  • The largest Fox Factory Holding Corp buyer in Q4 2015 was Cooke & Bieler, an estimated $7.22M added.
  • The largest Fox Factory Holding Corp seller in Q4 2015 was Frontier Capital Management, an estimated $4.04M sold.

Based on aggregated 13F filings for Q4 2015.