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Great Elm Group

32 hedge funds and large institutions have $34.6M invested in Great Elm Group in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

9% more capital invested

Capital invested by funds: $31.7M → $34.6M (+$2.91M)

0.21% more ownership

Funds ownership: 40.15%40.36% (+0.21%)

14% less funds holding

Funds holding: 3732 (-5)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
32
Holders Change
-5
Holders Change %
-13.51%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
10
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NRCM
1
Northern Right Capital Management
Connecticut
$8.53M +$4.34M +1,266,000 +111%
CSC
2
Cove Street Capital
California
$7.07M
APCM
3
Arbiter Partners Capital Management
New York
$4.08M +$789K +230,073 +25%
Renaissance Technologies
4
Renaissance Technologies
New York
$2.96M +$140K +40,812 +5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.95M -$222K -64,641 -7%
RA
6
Royce & Associates
New York
$1.92M +$343K +100,000 +23%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$1.74M
RAM
8
Roumell Asset Management
Maryland
$1.29M +$1.04M +302,074 +489%
BlackRock
9
BlackRock
New York
$1.13M -$8.07K -2,354 -0.7%
CC
10
Cannell Capital
Wyoming
$921K
Millennium Management
11
Millennium Management
New York
$584K -$54.8K -15,990 -9%
Deutsche Bank
12
Deutsche Bank
Germany
$266K +$27.7K +8,076 +12%
OC
13
Oppenheimer & Co
New York
$183K -$17.6K -5,144 -9%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$170K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$131K
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$129K +$40K +11,684 +47%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$125K
Northern Trust
18
Northern Trust
Illinois
$122K +$12.4K +3,620 +12%
EPM
19
Equitec Proprietary Markets
Illinois
$116K
OAM
20
Oxford Asset Management
United Kingdom
$111K -$22.6K -6,600 -17%
State Street
21
State Street
Massachusetts
$40K
UBS Group
22
UBS Group
Switzerland
$5K -$3.8K -1,108 -48%
Bank of America
23
Bank of America
North Carolina
$5K +$130 +38 +3%
Wells Fargo
24
Wells Fargo
California
$1K -$141 -41 -20%
TRCT
25
Tower Research Capital (TRC)
New York
$1K +$1.2K +349 New

GEG Hedge Fund Activity: Q3 2017 in Review

32 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Great Elm Group (GEG) for Q3 2017, worth a combined $34.6M — up 9.2% from $31.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of GEG and 2 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 10 added.

The largest buyer was Northern Right Capital Management, adding an estimated $4.34M. The largest seller was Kingdon Capital Management, exiting entirely with an estimated $4.31M sold.

  • 32 institutional investors held Great Elm Group (GEG) as of Q3 2017, down from 37 in Q2 2017.
  • Funds reported $34.6M of Great Elm Group stock for Q3 2017, up 9.2% quarter-over-quarter.
  • 2 funds opened new Great Elm Group positions in Q3 2017 and 7 closed out, a net change of -5 holders.
  • The largest Great Elm Group buyer in Q3 2017 was Northern Right Capital Management, an estimated $4.34M added.
  • The largest Great Elm Group seller in Q3 2017 was Kingdon Capital Management, an estimated $4.31M sold.

Based on aggregated 13F filings for Q3 2017.