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Harmonic Inc

152 hedge funds and large institutions have $475M invested in Harmonic Inc in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 165152 (-13)

17% less capital invested

Capital invested by funds: $570M → $475M (-$95M)

36% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 69

48% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 25

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

99% less call options, than puts

Call options by funds: $1K | Put options by funds: $146K

Holders
152
Holders Change
-13
Holders Change %
-7.88%
% of All Funds
4.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
13
Increased
44
Reduced
69
Closed
25
Calls
$1K
Puts
$146K
Net Calls
-$145K
Net Calls Change
-$152K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$40.1M +$2M +309,182 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$40M -$173K -26,687 -0.4%
EIP
3
Epoch Investment Partners
New York
$32.3M +$726K +112,120 +2%
BFA
4
BlackRock Fund Advisors
California
$29.2M -$1.39M -214,925 -4%
CIM
5
Corbyn Investment Management
Maryland
$26M -$73.9K -11,417 -0.3%
PA
6
Pinnacle Associates
New York
$23.9M +$4.3M +663,385 +21%
BIT
7
BlackRock Institutional Trust
California
$17M -$2.29M -354,181 -12%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$16.1M +$9.76M +1,506,490 +147%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$15.2M +$2.51M +388,210 +19%
State Street
10
State Street
Massachusetts
$14.1M -$487K -75,150 -3%
PCMI
11
Paradigm Capital Management Inc
New York
$14M +$1.41M +217,300 +11%
ICOM
12
Investment Counselors of Maryland
Maryland
$11M -$2.27M -350,333 -17%
Wells Fargo
13
Wells Fargo
California
$10.8M -$978K -150,954 -8%
TSW
14
Thompson Siegel & Walmsley
Virginia
$10.4M +$10.6M +1,640,983 New
KCM
15
Kennedy Capital Management
Missouri
$10.2M -$96.9K -14,959 -0.9%
RA
16
Royce & Associates
New York
$8.34M +$1.18M +182,300 +16%
JP Morgan Chase
17
JP Morgan Chase
New York
$8.11M +$1.88M +289,962 +29%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$7.76M -$54.4K -8,397 -0.7%
CM
19
CS McKee
Pennsylvania
$7.74M -$1.31M -201,590 -14%
RC
20
RGM Capital
Florida
$7.4M +$7.56M +1,167,756 New
Ameriprise
21
Ameriprise
Minnesota
$7.33M -$1.98M -305,937 -21%
Norges Bank
22
Norges Bank
Norway
$6.85M -$7M -1,081,090 -50%
Northern Trust
23
Northern Trust
Illinois
$6.81M -$384K -59,292 -5%
BA
24
BlackRock Advisors
Delaware
$5.99M -$389K -60,111 -6%
PAM
25
Panagora Asset Management
Massachusetts
$5.64M -$2.58M -398,934 -31%

HLIT Hedge Fund Activity: Q3 2014 in Review

152 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Harmonic Inc (HLIT) for Q3 2014, worth a combined $475M — down 17% from $570M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of HLIT and 13 opened new positions — a net loss of 12 holders — while 69 trimmed existing stakes and 44 added.

The largest buyer was Thompson Siegel & Walmsley, opening a new position worth an estimated $10.6M. The largest seller was Norges Bank, cutting an estimated $7M.

  • 152 institutional investors held Harmonic Inc (HLIT) as of Q3 2014, down from 165 in Q2 2014.
  • Funds reported $475M of Harmonic Inc stock for Q3 2014, down 17% quarter-over-quarter.
  • 13 funds opened new Harmonic Inc positions in Q3 2014 and 25 closed out, a net change of -12 holders.
  • The largest Harmonic Inc buyer in Q3 2014 was Thompson Siegel & Walmsley, an estimated $10.6M added.
  • The largest Harmonic Inc seller in Q3 2014 was Norges Bank, an estimated $7M sold.

Based on aggregated 13F filings for Q3 2014.