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HTWR

HEARTWARE INTERNATIONAL INC COM STK (DE)
HTWR

Delisted

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

120 hedge funds and large institutions have $1.07B invested in HEARTWARE INTERNATIONAL INC COM STK (DE) in 2015 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 32

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

3% more funds holding

Funds holding: 117120 (+3)

23% less capital invested

Capital invested by funds: $1.4B → $1.07B (-$327M)

87% less call options, than puts

Call options by funds: $1.51M | Put options by funds: $11.8M

Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
44
Reduced
32
Closed
25
Calls
$1.51M
Puts
$11.8M
Net Calls
-$10.3M
Net Calls Change
-$9.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$136M +$500K +6,582 +0.3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$121M -$2.4M -31,615 -1%
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$90.1M -$8.36M -110,000 -6%
Capital World Investors
4
Capital World Investors
California
$89.1M +$15.4M +202,107 +13%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$78.6M +$29.4M +386,761 +35%
Vanguard Group
6
Vanguard Group
Pennsylvania
$58.5M +$2.56M +33,765 +3%
AllianceBernstein
7
AllianceBernstein
Tennessee
$54.8M -$13.9M -183,211 -15%
JHIU
8
Janus Henderson Investors US
Colorado
$52.5M +$24.2M +318,887 +47%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$30.8M -$2.18M -28,672 -5%
Franklin Resources
10
Franklin Resources
California
$25.7M -$16.6M -218,929 -31%
UBS AM
11
UBS AM
Illinois
$24.7M +$16.4M +215,962 +84%
BFA
12
BlackRock Fund Advisors
California
$23.9M -$1.21M -15,900 -3%
BIT
13
BlackRock Institutional Trust
California
$23M +$1.65M +21,736 +5%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$17.5M +$25.4M +333,800 New
State Street
15
State Street
Massachusetts
$16.4M +$138K +1,823 +0.6%
EAM
16
EverPoint Asset Management
Connecticut
$15.2M +$22M +290,000 New
RSCM
17
Rock Springs Capital Management
Maryland
$14.3M +$8.43M +111,000 +69%
PAI
18
Palo Alto Investors
California
$12.8M
BC
19
Broadfin Capital
New York
$12.5M +$18.2M +239,675 New
LI
20
LMCG Investments
Massachusetts
$12M +$15.3M +201,110 +688%
SAM
21
Sectoral Asset Management
Quebec, Canada
$11.7M +$3.49M +46,006 +26%
Northern Trust
22
Northern Trust
Illinois
$11.7M +$320K +4,213 +2%
EC
23
Engaged Capital
California
$10.8M +$15.7M +206,469 New
CS
24
Credit Suisse
Switzerland
$10.7M +$14.4M +189,908 +1,273%
Citadel Advisors
25
Citadel Advisors
Florida
$7.54M +$10M +131,786 +1,070%

HTWR Hedge Fund Activity: Q3 2015 in Review

120 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in HEARTWARE INTERNATIONAL INC COM STK (DE) (HTWR) for Q3 2015, worth a combined $1.07B — down 23% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HTWR positions and 25 closed out — a net gain of 3 holders — while 44 added to existing stakes and 32 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $29.4M. The largest seller was Manning & Napier Advisors, exiting entirely with an estimated $47.5M sold.

  • 120 institutional investors held HEARTWARE INTERNATIONAL INC COM STK (DE) (HTWR) as of Q3 2015, up from 117 in Q2 2015.
  • Funds reported $1.07B of HEARTWARE INTERNATIONAL INC COM STK (DE) stock for Q3 2015, down 23% quarter-over-quarter.
  • 28 funds opened new HEARTWARE INTERNATIONAL INC COM STK (DE) positions in Q3 2015 and 25 closed out, a net change of +3 holders.
  • The largest HEARTWARE INTERNATIONAL INC COM STK (DE) buyer in Q3 2015 was Bank of New York Mellon, an estimated $29.4M added.
  • The largest HEARTWARE INTERNATIONAL INC COM STK (DE) seller in Q3 2015 was Manning & Napier Advisors, an estimated $47.5M sold.

Based on aggregated 13F filings for Q3 2015.