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Harmonic Inc

165 hedge funds and large institutions have $570M invested in Harmonic Inc in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 73 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more funds holding

Funds holding: 151165 (+14)

3% more capital invested

Capital invested by funds: $553M → $570M (+$16.8M)

36% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 73

Holders
165
Holders Change
+14
Holders Change %
+9.27%
% of All Funds
4.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
25
Increased
47
Reduced
73
Closed
10
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$47.3M -$392K -54,423 -0.9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$44.9M +$2.83M +393,958 +7%
EIP
3
Epoch Investment Partners
New York
$37.2M -$2.43M -337,036 -6%
BFA
4
BlackRock Fund Advisors
California
$36M -$4.35M -604,353 -11%
CIM
5
Corbyn Investment Management
Maryland
$30.6M -$639K -88,825 -2%
PA
6
Pinnacle Associates
New York
$23.2M -$1.28M -177,597 -5%
BIT
7
BlackRock Institutional Trust
California
$22.7M -$627K -87,187 -3%
State Street
8
State Street
Massachusetts
$17.1M -$842K -117,014 -5%
Norges Bank
9
Norges Bank
Norway
$16.1M +$7.78M +1,081,090 +100%
ICOM
10
Investment Counselors of Maryland
Maryland
$15.5M -$981K -136,308 -6%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$15M +$3.39M +471,200 +31%
PCMI
12
Paradigm Capital Management Inc
New York
$14.8M -$5.47M -760,900 -28%
Wells Fargo
13
Wells Fargo
California
$13.8M -$273K -37,898 -2%
KCM
14
Kennedy Capital Management
Missouri
$12.1M -$728K -101,186 -6%
Ameriprise
15
Ameriprise
Minnesota
$10.9M +$1.37M +190,970 +15%
CM
16
CS McKee
Pennsylvania
$10.6M +$2.08M +288,410 +25%
PAM
17
Panagora Asset Management
Massachusetts
$9.62M -$2.65M -368,684 -22%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$9.2M -$2.44M -338,977 -22%
RA
19
Royce & Associates
New York
$8.46M +$2.38M +330,338 +41%
Northern Trust
20
Northern Trust
Illinois
$8.45M -$1.46M -203,354 -15%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$7.65M +$58.3K +8,100 +0.8%
BA
22
BlackRock Advisors
Delaware
$7.5M -$2.38M -330,497 -25%
JP Morgan Chase
23
JP Morgan Chase
New York
$7.37M +$542K +75,394 +8%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$6.02M -$780K -108,400 -12%
Prudential Financial
25
Prudential Financial
New Jersey
$5.82M +$627K +87,151 +13%

HLIT Hedge Fund Activity: Q2 2014 in Review

165 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Harmonic Inc (HLIT) for Q2 2014, worth a combined $570M — up 3% from $553M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HLIT positions and 10 closed out — a net gain of 15 holders — while 47 added to existing stakes and 73 trimmed.

The largest buyer was Norges Bank, adding an estimated $7.78M. The largest seller was Paradigm Capital Management Inc, cutting an estimated $5.47M.

  • 165 institutional investors held Harmonic Inc (HLIT) as of Q2 2014, up from 151 in Q1 2014.
  • Funds reported $570M of Harmonic Inc stock for Q2 2014, up 3% quarter-over-quarter.
  • 25 funds opened new Harmonic Inc positions in Q2 2014 and 10 closed out, a net change of +15 holders.
  • The largest Harmonic Inc buyer in Q2 2014 was Norges Bank, an estimated $7.78M added.
  • The largest Harmonic Inc seller in Q2 2014 was Paradigm Capital Management Inc, an estimated $5.47M sold.

Based on aggregated 13F filings for Q2 2014.