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HTWR

HEARTWARE INTERNATIONAL INC COM STK (DE)
HTWR

Delisted

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

115 hedge funds and large institutions have $1.67B invested in HEARTWARE INTERNATIONAL INC COM STK (DE) in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $1.31B → $1.67B (+$354M)

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

6% more call options, than puts

Call options by funds: $8.04M | Put options by funds: $7.58M

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

3% less funds holding

Funds holding: 118115 (-3)

Holders
115
Holders Change
-3
Holders Change %
-2.54%
% of All Funds
3.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
40
Reduced
36
Closed
23
Calls
$8.04M
Puts
$7.58M
Net Calls
+$462K
Net Calls Change
+$7.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$227M +$2.81M +33,073 +1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$209M +$2.16M +25,450 +1%
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$176M
Capital World Investors
4
Capital World Investors
California
$119M +$52.9M +622,523 +85%
AllianceBernstein
5
AllianceBernstein
Tennessee
$113M +$15.1M +178,079 +16%
Vanguard Group
6
Vanguard Group
Pennsylvania
$93.7M +$6.5M +76,511 +8%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$82.6M +$65.7M +773,658 +461%
JHIU
8
Janus Henderson Investors US
Colorado
$71.6M +$11.7M +137,719 +20%
Franklin Resources
9
Franklin Resources
California
$61.2M +$11.5M +134,920 +24%
MNA
10
Manning & Napier Advisors
New York
$58M -$4.44M -52,200 -7%
BFA
11
BlackRock Fund Advisors
California
$42.4M +$176K +2,077 +0.4%
BIT
12
BlackRock Institutional Trust
California
$38.8M +$9.26K +109 +0%
TCM
13
TimesSquare Capital Management
New York
$37.4M -$4.01M -47,200 -10%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$33.9M -$44.7M -526,298 -58%
State Street
15
State Street
Massachusetts
$25.2M +$339K +3,987 +1%
PAI
16
Palo Alto Investors
California
$21.4M +$20.7M +243,868 New
Northern Trust
17
Northern Trust
Illinois
$19.2M +$316K +3,722 +2%
UBS AM
18
UBS AM
Illinois
$18.3M +$6.83M +80,337 +63%
Wells Fargo
19
Wells Fargo
California
$17.5M +$1.04M +12,278 +7%
SAM
20
Sectoral Asset Management
Quebec, Canada
$13.5M -$1.25M -14,710 -9%
PCM
21
Pentwater Capital Management
Florida
$12.7M -$1.27M -15,000 -9%
FCM
22
Frontier Capital Management
Massachusetts
$10.7M -$472K -5,551 -4%
CAM
23
Cortina Asset Management
Wisconsin
$10.2M -$448K -5,269 -4%
WRF
24
Waddell & Reed Financial
Kansas
$10M -$6.81M -80,086 -41%
RSCM
25
Rock Springs Capital Management
Maryland
$9.22M -$1.27M -15,000 -13%

HTWR Hedge Fund Activity: Q1 2015 in Review

115 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in HEARTWARE INTERNATIONAL INC COM STK (DE) (HTWR) for Q1 2015, worth a combined $1.67B — up 27% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of HTWR and 21 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 40 added.

The largest buyer was Bank of New York Mellon, adding an estimated $65.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $44.7M.

  • 115 institutional investors held HEARTWARE INTERNATIONAL INC COM STK (DE) (HTWR) as of Q1 2015, down from 118 in Q4 2014.
  • Funds reported $1.67B of HEARTWARE INTERNATIONAL INC COM STK (DE) stock for Q1 2015, up 27% quarter-over-quarter.
  • 21 funds opened new HEARTWARE INTERNATIONAL INC COM STK (DE) positions in Q1 2015 and 23 closed out, a net change of -2 holders.
  • The largest HEARTWARE INTERNATIONAL INC COM STK (DE) buyer in Q1 2015 was Bank of New York Mellon, an estimated $65.7M added.
  • The largest HEARTWARE INTERNATIONAL INC COM STK (DE) seller in Q1 2015 was T. Rowe Price Associates, an estimated $44.7M sold.

Based on aggregated 13F filings for Q1 2015.