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Harmonic Inc

140 hedge funds and large institutions have $523M invested in Harmonic Inc in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 55 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 55

6% less capital invested

Capital invested by funds: $557M → $523M (-$33.4M)

9% less funds holding

Funds holding: 154140 (-14)

33% less call options, than puts

Call options by funds: $559K | Put options by funds: $836K

64% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 22

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
140
Holders Change
-14
Holders Change %
-9.09%
% of All Funds
3.77%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
51
Reduced
55
Closed
22
Calls
$559K
Puts
$836K
Net Calls
-$277K
Net Calls Change
-$21K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$46M +$1.36M +190,565 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$44.5M +$1.07M +150,587 +2%
EIP
3
Epoch Investment Partners
New York
$37.1M +$1.8M +253,401 +5%
BFA
4
BlackRock Fund Advisors
California
$36M +$1.01M +141,750 +3%
PA
5
Pinnacle Associates
New York
$33.6M +$5.83M +818,450 +20%
RC
6
RGM Capital
Florida
$29.5M +$8.48M +1,191,598 +38%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$22.5M +$71.2K +10,000 +0.3%
CIM
8
Corbyn Investment Management
Maryland
$17M -$362K -50,878 -2%
RA
9
Royce & Associates
New York
$16.1M +$3.9M +548,400 +30%
JP Morgan Chase
10
JP Morgan Chase
New York
$16M +$625K +87,844 +4%
BIT
11
BlackRock Institutional Trust
California
$15.7M -$1.05M -147,149 -6%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$14.9M +$404K +56,710 +3%
State Street
13
State Street
Massachusetts
$14.1M -$415K -58,343 -3%
ICOM
14
Investment Counselors of Maryland
Maryland
$11.8M
TSW
15
Thompson Siegel & Walmsley
Virginia
$10.9M -$24K -3,370 -0.2%
SFM
16
Systematic Financial Management
New Jersey
$10.2M +$1.47M +206,454 +16%
Wells Fargo
17
Wells Fargo
California
$9.39M +$185K +25,998 +2%
Norges Bank
18
Norges Bank
Norway
$8.5M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$7.69M +$76.4K +10,729 +1%
Northern Trust
20
Northern Trust
Illinois
$7M +$90.5K +12,710 +1%
KCM
21
Kennedy Capital Management
Missouri
$6.15M -$676K -94,913 -10%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$5.79M
CM
23
CS McKee
Pennsylvania
$4.6M -$240K -33,665 -5%
Charles Schwab
24
Charles Schwab
California
$4.5M +$54.6K +7,673 +1%
PCMI
25
Paradigm Capital Management Inc
New York
$4.44M -$2.25M -316,525 -33%

HLIT Hedge Fund Activity: Q2 2015 in Review

140 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Harmonic Inc (HLIT) for Q2 2015, worth a combined $523M — down 6% from $557M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of HLIT and 8 opened new positions — a net loss of 14 holders — while 55 trimmed existing stakes and 51 added.

The largest buyer was RGM Capital, adding an estimated $8.48M. The largest seller was Millennium Management, cutting an estimated $3.13M.

  • 140 institutional investors held Harmonic Inc (HLIT) as of Q2 2015, down from 154 in Q1 2015.
  • Funds reported $523M of Harmonic Inc stock for Q2 2015, down 6% quarter-over-quarter.
  • 8 funds opened new Harmonic Inc positions in Q2 2015 and 22 closed out, a net change of -14 holders.
  • The largest Harmonic Inc buyer in Q2 2015 was RGM Capital, an estimated $8.48M added.
  • The largest Harmonic Inc seller in Q2 2015 was Millennium Management, an estimated $3.13M sold.

Based on aggregated 13F filings for Q2 2015.