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Harmonic Inc

136 hedge funds and large institutions have $437M invested in Harmonic Inc in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 140136 (-4)

17% less capital invested

Capital invested by funds: $523M → $437M (-$86.5M)

18% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 56

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

41% less call options, than puts

Call options by funds: $171K | Put options by funds: $290K

Holders
136
Holders Change
-4
Holders Change %
-2.86%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
46
Reduced
56
Closed
16
Calls
$171K
Puts
$290K
Net Calls
-$119K
Net Calls Change
+$158K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$39.5M +$494K +81,213 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$38.5M +$832K +136,770 +2%
RC
3
RGM Capital
Florida
$35.6M +$11M +1,807,547 +42%
EIP
4
Epoch Investment Partners
New York
$31.4M -$125K -20,596 -0.4%
BFA
5
BlackRock Fund Advisors
California
$30.9M +$328K +53,971 +1%
PA
6
Pinnacle Associates
New York
$29.1M +$596K +98,042 +2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$19.1M +$21.7K +3,570 +0.1%
CIM
8
Corbyn Investment Management
Maryland
$14.4M -$62.6K -10,300 -0.4%
RA
9
Royce & Associates
New York
$13M -$630K -103,658 -4%
BIT
10
BlackRock Institutional Trust
California
$13M -$415K -68,224 -3%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$12.9M +$194K +31,909 +1%
State Street
12
State Street
Massachusetts
$11.2M -$875K -143,794 -7%
TSW
13
Thompson Siegel & Walmsley
Virginia
$9.26M +$29.6K +4,859 +0.3%
ICOM
14
Investment Counselors of Maryland
Maryland
$8.4M -$1.72M -283,255 -16%
SFM
15
Systematic Financial Management
New Jersey
$8.02M -$628K -103,279 -7%
Wells Fargo
16
Wells Fargo
California
$7.91M -$69.5K -11,434 -0.8%
Norges Bank
17
Norges Bank
Norway
$7.22M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$6.6M +$76.3K +12,552 +1%
JP Morgan Chase
19
JP Morgan Chase
New York
$5.73M -$8.23M -1,352,503 -58%
Northern Trust
20
Northern Trust
Illinois
$5.59M -$367K -60,357 -6%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$4.91M -$5.7K -937 -0.1%
KCM
22
Kennedy Capital Management
Missouri
$4.49M -$771K -126,754 -14%
Invesco
23
Invesco
Georgia
$3.92M +$472K +77,594 +13%
Charles Schwab
24
Charles Schwab
California
$3.86M +$40.9K +6,722 +1%
CM
25
CS McKee
Pennsylvania
$3.51M -$412K -67,700 -10%

HLIT Hedge Fund Activity: Q3 2015 in Review

136 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Harmonic Inc (HLIT) for Q3 2015, worth a combined $437M — down 17% from $523M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HLIT and 13 opened new positions — a net loss of 3 holders — while 56 trimmed existing stakes and 46 added.

The largest buyer was RGM Capital, adding an estimated $11M. The largest seller was JP Morgan Chase, cutting an estimated $8.23M.

  • 136 institutional investors held Harmonic Inc (HLIT) as of Q3 2015, down from 140 in Q2 2015.
  • Funds reported $437M of Harmonic Inc stock for Q3 2015, down 17% quarter-over-quarter.
  • 13 funds opened new Harmonic Inc positions in Q3 2015 and 16 closed out, a net change of -3 holders.
  • The largest Harmonic Inc buyer in Q3 2015 was RGM Capital, an estimated $11M added.
  • The largest Harmonic Inc seller in Q3 2015 was JP Morgan Chase, an estimated $8.23M sold.

Based on aggregated 13F filings for Q3 2015.