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Great Elm Group

66 hedge funds and large institutions have $37.6M invested in Great Elm Group in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

9% less capital invested

Capital invested by funds: $41.2M → $37.6M (-$3.58M)

16% less funds holding

Funds holding: 7966 (-13)

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

Holders
66
Holders Change
-13
Holders Change %
-16.46%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
19
Reduced
20
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Starboard Value
New York
$6.3M -$358K -44,667 -5%
ICM
2
Indaba Capital Management
California
$4.07M -$3.67M -458,334 -46%
KCM
3
Kingdon Capital Management
New York
$4.05M
SRFM
4
Shannon River Fund Management
New York
$3.26M
NC
5
Nokomis Capital
Texas
$3.21M
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.35M +$135K +16,875 +6%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.79M +$148K +18,539 +8%
PGCM
8
Prescott Group Capital Management
Oklahoma
$1.35M
AIC
9
AWM Investment Company
New York
$1.06M
BIT
10
BlackRock Institutional Trust
California
$925K -$513K -64,080 -34%
VEPM
11
Vista Equity Partners Management
California
$912K
PP
12
Paloma Partners
Connecticut
$819K +$88.2K +11,024 +11%
Northern Trust
13
Northern Trust
Illinois
$713K -$72.8K -9,099 -9%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$712K +$169K +21,133 +28%
NPGCU
15
Napier Park Global Capital (US)
New York
$710K
SST
16
S Squared Technology
New York
$682K
Goldman Sachs
17
Goldman Sachs
New York
$523K +$500K +62,460 +789%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$493K -$224K -27,975 -30%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$447K +$481K +60,132 New
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$429K -$5.74K -717 -1%
GC
21
Globeflex Capital
California
$424K +$456K +56,962 +142,405%
Morgan Stanley
22
Morgan Stanley
New York
$302K +$87.8K +10,965 +37%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$294K -$37.4K -4,678 -11%
Millennium Management
24
Millennium Management
New York
$156K +$128K +16,027 +328%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$154K

GEG Hedge Fund Activity: Q2 2015 in Review

66 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Great Elm Group (GEG) for Q2 2015, worth a combined $37.6M — down 8.7% from $41.2M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of GEG and 11 opened new positions — a net loss of 12 holders — while 20 trimmed existing stakes and 19 added.

The largest buyer was Goldman Sachs, adding an estimated $500K. The largest seller was Indaba Capital Management, cutting an estimated $3.67M.

  • 66 institutional investors held Great Elm Group (GEG) as of Q2 2015, down from 79 in Q1 2015.
  • Funds reported $37.6M of Great Elm Group stock for Q2 2015, down 8.7% quarter-over-quarter.
  • 11 funds opened new Great Elm Group positions in Q2 2015 and 23 closed out, a net change of -12 holders.
  • The largest Great Elm Group buyer in Q2 2015 was Goldman Sachs, an estimated $500K added.
  • The largest Great Elm Group seller in Q2 2015 was Indaba Capital Management, an estimated $3.67M sold.

Based on aggregated 13F filings for Q2 2015.