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Harmonic Inc

148 hedge funds and large institutions have $521M invested in Harmonic Inc in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $553K | Put options by funds: $324K

10% more capital invested

Capital invested by funds: $475M → $521M (+$46.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 152148 (-4)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

39% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 64

Holders
148
Holders Change
-4
Holders Change %
-2.63%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
39
Reduced
64
Closed
17
Calls
$553K
Puts
$324K
Net Calls
+$229K
Net Calls Change
+$374K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$44.1M -$239K -35,754 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$43.9M -$265K -39,777 -0.6%
EIP
3
Epoch Investment Partners
New York
$35.6M -$97.2K -14,562 -0.3%
BFA
4
BlackRock Fund Advisors
California
$34.4M +$2.04M +305,069 +7%
CIM
5
Corbyn Investment Management
Maryland
$28.6M -$132K -19,794 -0.5%
PA
6
Pinnacle Associates
New York
$28M +$1.45M +216,661 +6%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$22.9M +$4.94M +740,270 +29%
RC
8
RGM Capital
Florida
$21.3M +$12.5M +1,877,528 +161%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$19.5M +$2.58M +386,461 +16%
BIT
10
BlackRock Institutional Trust
California
$17.3M -$1.52M -227,601 -8%
State Street
11
State Street
Massachusetts
$14.6M -$934K -139,913 -6%
ICOM
12
Investment Counselors of Maryland
Maryland
$12.1M
Wells Fargo
13
Wells Fargo
California
$11.4M -$487K -73,052 -4%
TSW
14
Thompson Siegel & Walmsley
Virginia
$11.2M -$289K -43,352 -3%
PCMI
15
Paradigm Capital Management Inc
New York
$10.7M -$4.58M -686,700 -31%
RA
16
Royce & Associates
New York
$10.3M +$1.03M +155,000 +12%
JP Morgan Chase
17
JP Morgan Chase
New York
$9.33M +$351K +52,564 +4%
Norges Bank
18
Norges Bank
Norway
$8.73M +$1.09M +163,667 +15%
KCM
19
Kennedy Capital Management
Missouri
$8.6M -$2.58M -386,118 -24%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.43M -$1.1M -165,031 -13%
Northern Trust
21
Northern Trust
Illinois
$6.79M -$701K -105,033 -10%
CM
22
CS McKee
Pennsylvania
$5.66M -$2.75M -412,571 -34%
PAM
23
Panagora Asset Management
Massachusetts
$5.65M -$559K -83,786 -9%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$5.25M +$1.92M +287,797 +62%
Charles Schwab
25
Charles Schwab
California
$4.73M +$71.9K +10,781 +2%

HLIT Hedge Fund Activity: Q4 2014 in Review

148 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Harmonic Inc (HLIT) for Q4 2014, worth a combined $521M — up 9.7% from $475M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HLIT and 15 opened new positions — a net loss of 2 holders — while 64 trimmed existing stakes and 39 added.

The largest buyer was RGM Capital, adding an estimated $12.5M. The largest seller was BlackRock Advisors, cutting an estimated $5.98M.

  • 148 institutional investors held Harmonic Inc (HLIT) as of Q4 2014, down from 152 in Q3 2014.
  • Funds reported $521M of Harmonic Inc stock for Q4 2014, up 9.7% quarter-over-quarter.
  • 15 funds opened new Harmonic Inc positions in Q4 2014 and 17 closed out, a net change of -2 holders.
  • The largest Harmonic Inc buyer in Q4 2014 was RGM Capital, an estimated $12.5M added.
  • The largest Harmonic Inc seller in Q4 2014 was BlackRock Advisors, an estimated $5.98M sold.

Based on aggregated 13F filings for Q4 2014.