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Fox Factory Holding Corp

92 hedge funds and large institutions have $371M invested in Fox Factory Holding Corp in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

17% more capital invested

Capital invested by funds: $316M → $371M (+$55M)

1% more funds holding

Funds holding: 9192 (+1)

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
37
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VBA
1
Van Berkom & Associates
Quebec, Canada
$33.5M -$1.06M -62,810 -3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$31.4M +$3.05M +180,848 +11%
Lazard Asset Management
3
Lazard Asset Management
New York
$27.9M -$2.14M -126,565 -7%
FCM
4
Frontier Capital Management
Massachusetts
$26.2M -$7.37M -436,480 -22%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$23.4M +$22.7M +1,345,632 New
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$20.8M +$801K +47,443 +4%
ClearBridge Investments
7
ClearBridge Investments
New York
$19.1M -$5.75K -341 -0%
Wells Fargo
8
Wells Fargo
California
$16M +$2.53M +149,818 +19%
CB
9
Cooke & Bieler
Pennsylvania
$14.8M +$92.5K +5,480 +0.6%
Bank of America
10
Bank of America
North Carolina
$14.3M +$3.58M +212,240 +35%
Vanguard Group
11
Vanguard Group
Pennsylvania
$12.7M +$632K +37,469 +5%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$12.6M -$9.77K -579 -0.1%
CCA
13
Conestoga Capital Advisors
Pennsylvania
$10.3M +$9.96M +590,310 New
BFA
14
BlackRock Fund Advisors
California
$10.1M +$2.39M +141,727 +32%
FIM
15
Foresters Investment Management
New York
$7.99M +$135K +8,000 +2%
BIT
16
BlackRock Institutional Trust
California
$7.29M +$2.58M +152,807 +57%
RA
17
Royce & Associates
New York
$6.96M -$629K -37,300 -9%
Deutsche Bank
18
Deutsche Bank
Germany
$6.26M -$2.13M -126,220 -26%
ECP
19
Elk Creek Partners
Colorado
$5.46M +$421K +24,958 +9%
State Street
20
State Street
Massachusetts
$5.2M +$1.68M +99,805 +50%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$5.17M +$123K +7,313 +3%
Northern Trust
22
Northern Trust
Illinois
$5.14M +$964K +57,129 +24%
CAM
23
Cortina Asset Management
Wisconsin
$4.15M -$147K -8,704 -4%
SC
24
Skylands Capital
Wisconsin
$3.75M -$371K -22,000 -9%
NC
25
NBW Capital
Massachusetts
$3.6M -$144K -8,529 -4%

FOXF Hedge Fund Activity: Q2 2016 in Review

92 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fox Factory Holding Corp (FOXF) for Q2 2016, worth a combined $371M — up 17% from $316M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FOXF positions and 12 closed out — a net gain of 3 holders — while 37 added to existing stakes and 31 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $22.7M. The largest seller was Jefferies Group, exiting entirely with an estimated $11.3M sold.

  • 92 institutional investors held Fox Factory Holding Corp (FOXF) as of Q2 2016, up from 91 in Q1 2016.
  • Funds reported $371M of Fox Factory Holding Corp stock for Q2 2016, up 17% quarter-over-quarter.
  • 15 funds opened new Fox Factory Holding Corp positions in Q2 2016 and 12 closed out, a net change of +3 holders.
  • The largest Fox Factory Holding Corp buyer in Q2 2016 was Kayne Anderson Rudnick Investment Management, an estimated $22.7M added.
  • The largest Fox Factory Holding Corp seller in Q2 2016 was Jefferies Group, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2016.