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Harmonic Inc

124 hedge funds and large institutions have $427M invested in Harmonic Inc in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 37

20% more capital invested

Capital invested by funds: $356M → $427M (+$70.5M)

1.71% more ownership

Funds ownership: 87.12%88.83% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less funds holding

Funds holding: 133124 (-9)

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

90% less call options, than puts

Call options by funds: $14K | Put options by funds: $142K

Holders
124
Holders Change
-9
Holders Change %
-6.77%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
7
Increased
56
Reduced
37
Closed
16
Calls
$14K
Puts
$142K
Net Calls
-$128K
Net Calls Change
-$135K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$86.2M +$721K +136,037 +0.9%
BlackRock
2
BlackRock
New York
$68.6M +$738K +139,286 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$34.1M -$606K -114,314 -2%
RCM
4
Raging Capital Management
New Jersey
$31.6M -$1.01M -190,414 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$30.3M +$1.52M +286,730 +5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$16.2M +$4.34M +818,909 +38%
DCM
7
Divisar Capital Management
California
$16.1M -$2.04M -385,366 -11%
SCM
8
Scopia Capital Management
New York
$15.6M +$15.3M +2,877,593 New
PAMP
9
Polar Asset Management Partners
Ontario, Canada
$14.2M +$103K +19,416 +0.7%
State Street
10
State Street
Massachusetts
$12.3M +$552K +104,191 +5%
Wells Fargo
11
Wells Fargo
California
$6.45M +$235K +44,333 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$5.8M +$403K +76,035 +8%
Northern Trust
13
Northern Trust
Illinois
$5.68M +$144K +27,164 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$5.49M -$36.1K -6,803 -0.7%
Principal Financial Group
15
Principal Financial Group
Iowa
$3.86M +$46.3K +8,742 +1%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$3.64M +$118K +22,200 +3%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$3.53M +$3.01M +568,203 +679%
Renaissance Technologies
18
Renaissance Technologies
New York
$3.53M +$1.17M +221,300 +52%
Invesco
19
Invesco
Georgia
$3.42M -$1.07M -201,477 -24%
Ameriprise
20
Ameriprise
Minnesota
$3.04M +$21.4K +4,046 +0.7%
RA
21
Royce & Associates
New York
$2.89M -$4.38M -826,457 -61%
Charles Schwab
22
Charles Schwab
California
$2.72M +$203K +38,305 +8%
HIM
23
Herald Investment Management
United Kingdom
$2.71M
TCIM
24
TIAA CREF Investment Management
New York
$2.5M +$43.2K +8,151 +2%
Goldman Sachs
25
Goldman Sachs
New York
$2.39M +$899K +169,506 +63%

HLIT Hedge Fund Activity: Q1 2019 in Review

124 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Harmonic Inc (HLIT) for Q1 2019, worth a combined $427M — up 20% from $356M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HLIT and 7 opened new positions — a net loss of 9 holders — while 37 trimmed existing stakes and 56 added.

The largest buyer was Scopia Capital Management, opening a new position worth an estimated $15.3M. The largest seller was Royce & Associates, cutting an estimated $4.38M.

  • 124 institutional investors held Harmonic Inc (HLIT) as of Q1 2019, down from 133 in Q4 2018.
  • Funds reported $427M of Harmonic Inc stock for Q1 2019, up 20% quarter-over-quarter.
  • 7 funds opened new Harmonic Inc positions in Q1 2019 and 16 closed out, a net change of -9 holders.
  • The largest Harmonic Inc buyer in Q1 2019 was Scopia Capital Management, an estimated $15.3M added.
  • The largest Harmonic Inc seller in Q1 2019 was Royce & Associates, an estimated $4.38M sold.

Based on aggregated 13F filings for Q1 2019.