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FRF

FORTEGRA FINL CORP COM STK (DE)
FRF

Delisted

FRF was delisted on the 3rd of December, 2014.

49 hedge funds and large institutions have $120M invested in FORTEGRA FINL CORP COM STK (DE) in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 5249 (-3)

16% less capital invested

Capital invested by funds: $142M → $120M (-$22.3M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
23
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
Summit Partners
Massachusetts
$87.4M
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$12.4M -$435K -58,000 -3%
ICOM
3
Investment Counselors of Maryland
Maryland
$4.21M -$188K -25,000 -4%
Wells Fargo
4
Wells Fargo
California
$3.98M +$405K +53,933 +11%
BFA
5
BlackRock Fund Advisors
California
$1.34M +$18.5K +2,468 +1%
BIT
6
BlackRock Institutional Trust
California
$1.24M +$83.1K +11,068 +7%
CM
7
Capital Management
Virginia
$1.14M +$156K +20,718 +15%
BCM
8
Bridgeway Capital Management
Texas
$1.05M
Vanguard Group
9
Vanguard Group
Pennsylvania
$849K +$37.8K +5,035 +4%
WAM
10
Wolverine Asset Management
Illinois
$771K +$8.26K +1,100 +1%
State Street
11
State Street
Massachusetts
$623K +$3.9K +520 +0.6%
Northern Trust
12
Northern Trust
Illinois
$537K -$76.8K -10,234 -12%
Morgan Stanley
13
Morgan Stanley
New York
$517K +$119K +15,905 +28%
BA
14
BlackRock Advisors
Delaware
$371K +$8.3K +1,105 +2%
TA
15
Teton Advisors
New York
$352K
WCM
16
Wedge Capital Management
North Carolina
$326K +$20.3K +2,700 +6%
GF
17
Gerstein Fisher
New York
$225K -$90.1K -12,000 -27%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$198K +$1.76K +234 +0.8%
Citadel Advisors
19
Citadel Advisors
Florida
$197K +$132K +17,517 +167%
MAM
20
Martingale Asset Management
Massachusetts
$192K +$43.5K +5,800 +27%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$172K +$56.3K +7,499 +44%
LSV Asset Management
22
LSV Asset Management
Illinois
$169K
TCIM
23
TIAA CREF Investment Management
New York
$156K
BIM
24
BlackRock Investment Management
Delaware
$150K -$3.75K -499 -2%
SIM
25
Spark Investment Management
New York
$144K +$36K +4,800 +30%

FRF Hedge Fund Activity: Q1 2014 in Review

49 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in FORTEGRA FINL CORP COM STK (DE) (FRF) for Q1 2014, worth a combined $120M — down 16% from $142M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FRF and 3 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 23 added.

The largest buyer was Wells Fargo, adding an estimated $405K. The largest seller was Turner Investments, exiting entirely with an estimated $1.25M sold.

  • 49 institutional investors held FORTEGRA FINL CORP COM STK (DE) (FRF) as of Q1 2014, down from 52 in Q4 2013.
  • Funds reported $120M of FORTEGRA FINL CORP COM STK (DE) stock for Q1 2014, down 16% quarter-over-quarter.
  • 3 funds opened new FORTEGRA FINL CORP COM STK (DE) positions in Q1 2014 and 6 closed out, a net change of -3 holders.
  • The largest FORTEGRA FINL CORP COM STK (DE) buyer in Q1 2014 was Wells Fargo, an estimated $405K added.
  • The largest FORTEGRA FINL CORP COM STK (DE) seller in Q1 2014 was Turner Investments, an estimated $1.25M sold.

Based on aggregated 13F filings for Q1 2014.