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HTWR

HEARTWARE INTERNATIONAL INC COM STK (DE)
HTWR

Delisted

HTWR was delisted on the 22nd of August, 2016.

138 hedge funds and large institutions have $1.54B invested in HEARTWARE INTERNATIONAL INC COM STK (DE) in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $6.1M

3% less capital invested

Capital invested by funds: $1.58B → $1.54B (-$40.1M)

3% less funds holding

Funds holding: 143138 (-5)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

18% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 49

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
138
Holders Change
-5
Holders Change %
-3.5%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
40
Reduced
49
Closed
25
Calls
$11.8M
Puts
$6.1M
Net Calls
+$5.69M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$205M -$1.81M -20,151 -0.9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$202M +$14.9M +166,700 +8%
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$142M +$28.7M +320,136 +25%
AllianceBernstein
4
AllianceBernstein
Tennessee
$101M -$4.17M -46,502 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$86M +$239K +2,664 +0.3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$74.5M -$1.42M -15,900 -2%
Capital World Investors
7
Capital World Investors
California
$48.9M +$22.7M +252,939 +84%
Franklin Resources
8
Franklin Resources
California
$46.5M +$1.07M +11,978 +2%
BAMCO Inc
9
BAMCO Inc
New York
$44.3M
BIT
10
BlackRock Institutional Trust
California
$39.4M -$1.15M -12,858 -3%
EAM
11
Eagle Asset Management
Florida
$38.2M +$16.9M +188,816 +78%
JHIU
12
Janus Henderson Investors US
Colorado
$37.8M +$301K +3,358 +0.8%
BFA
13
BlackRock Fund Advisors
California
$37.4M -$2.21M -24,699 -6%
CAM
14
Cortina Asset Management
Wisconsin
$35.3M -$2.57M -28,672 -7%
WRF
15
Waddell & Reed Financial
Kansas
$32.3M -$5.03M -56,160 -13%
TCM
16
TimesSquare Capital Management
New York
$30.2M -$2.42M -27,000 -7%
State Street
17
State Street
Massachusetts
$25M -$232K -2,589 -0.9%
Norges Bank
18
Norges Bank
Norway
$24.5M +$2.39M +26,663 +11%
MNA
19
Manning & Napier Advisors
New York
$21.3M +$4.97M +55,454 +30%
RG
20
Redmile Group
California
$19.7M -$6.19M -69,048 -24%
Northern Trust
21
Northern Trust
Illinois
$17.3M -$3.13M -34,915 -15%
Wells Fargo
22
Wells Fargo
California
$16.6M +$6.07M +67,700 +57%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$13.8M -$308K -3,440 -2%
PCM
24
Pentwater Capital Management
Florida
$12.7M -$5.64M -63,000 -30%
FCM
25
Frontier Capital Management
Massachusetts
$11.9M -$770K -8,590 -6%

HTWR Hedge Fund Activity: Q2 2014 in Review

138 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in HEARTWARE INTERNATIONAL INC COM STK (DE) (HTWR) for Q2 2014, worth a combined $1.54B — down 2.5% from $1.58B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of HTWR and 21 opened new positions — a net loss of 4 holders — while 49 trimmed existing stakes and 40 added.

The largest buyer was Adage Capital Partners, adding an estimated $28.7M. The largest seller was Millennium Management, cutting an estimated $11M.

  • 138 institutional investors held HEARTWARE INTERNATIONAL INC COM STK (DE) (HTWR) as of Q2 2014, down from 143 in Q1 2014.
  • Funds reported $1.54B of HEARTWARE INTERNATIONAL INC COM STK (DE) stock for Q2 2014, down 2.5% quarter-over-quarter.
  • 21 funds opened new HEARTWARE INTERNATIONAL INC COM STK (DE) positions in Q2 2014 and 25 closed out, a net change of -4 holders.
  • The largest HEARTWARE INTERNATIONAL INC COM STK (DE) buyer in Q2 2014 was Adage Capital Partners, an estimated $28.7M added.
  • The largest HEARTWARE INTERNATIONAL INC COM STK (DE) seller in Q2 2014 was Millennium Management, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2014.