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Great Elm Group

83 hedge funds and large institutions have $168M invested in Great Elm Group in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $155M → $168M (+$13M)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

1% less funds holding

Funds holding: 8483 (-1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
27
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
1
Indaba Capital Management
California
$26.9M
SV
2
Starboard Value
New York
$23.9M +$2.68M +104,167 +13%
SFM
3
Soros Fund Management
New York
$14.4M
SRFM
4
Shannon River Fund Management
New York
$12M +$1.4M +54,574 +14%
KCM
5
Kingdon Capital Management
New York
$11.7M
NC
6
Nokomis Capital
Texas
$8.66M +$1.03M +39,959 +14%
Vanguard Group
7
Vanguard Group
Pennsylvania
$7.86M +$96.9K +3,774 +1%
RP
8
Realm Partners
New York
$6.43M +$795K +30,964 +15%
CCM
9
Cadian Capital Management
New York
$5.65M +$1.44M +56,266 +36%
BFA
10
BlackRock Fund Advisors
California
$5.27M -$264K -10,271 -5%
BIT
11
BlackRock Institutional Trust
California
$5.25M -$17.3K -675 -0.3%
Renaissance Technologies
12
Renaissance Technologies
New York
$3.81M -$325K -12,659 -8%
State Street
13
State Street
Massachusetts
$3.23M -$161K -6,287 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.81M +$182K +7,091 +7%
PGCM
15
Prescott Group Capital Management
Oklahoma
$2.8M
NPGCU
16
Napier Park Global Capital (US)
New York
$2.78M +$531K +20,667 +25%
Northern Trust
17
Northern Trust
Illinois
$2.49M -$284K -11,042 -11%
CS
18
Credit Suisse
Switzerland
$2.44M -$105K -4,090 -4%
SST
19
S Squared Technology
New York
$2.35M -$428K -16,667 -16%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$1.96M +$618K +24,068 +49%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$1.56M -$730K -28,414 -33%
AA
22
Ancora Advisors
Ohio
$1.45M +$545K +21,239 +65%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$1.15M +$35K +1,364 +3%
AWMDMG
24
Austin W. Marxe & David M. Greenhouse
New York
$1.08M +$214K +8,333 +26%
TCIM
25
TIAA CREF Investment Management
New York
$865K

GEG Hedge Fund Activity: Q2 2014 in Review

83 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Great Elm Group (GEG) for Q2 2014, worth a combined $168M — up 8.3% from $155M a quarter earlier.

Fund positioning in GEG was balanced in Q2 2014: 11 funds opened new positions, 11 closed out, 27 added to existing stakes and 27 trimmed.

The largest buyer was Starboard Value, adding an estimated $2.68M. The largest seller was Dimensional Fund Advisors, cutting an estimated $730K.

  • 83 institutional investors held Great Elm Group (GEG) as of Q2 2014, down from 84 in Q1 2014.
  • Funds reported $168M of Great Elm Group stock for Q2 2014, up 8.3% quarter-over-quarter.
  • 11 funds opened new Great Elm Group positions in Q2 2014 and 11 closed out, a net change of 0 holders.
  • The largest Great Elm Group buyer in Q2 2014 was Starboard Value, an estimated $2.68M added.
  • The largest Great Elm Group seller in Q2 2014 was Dimensional Fund Advisors, an estimated $730K sold.

Based on aggregated 13F filings for Q2 2014.