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358 hedge funds and large institutions have $4.34B invested in Idacorp in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 126 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $3.87B → $4.34B (+$472M)

0.02% more ownership

Funds ownership: 76.39%76.41% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less funds holding

Funds holding: 364358 (-6)

13% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 126

14% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 43

88% less call options, than puts

Call options by funds: $462K | Put options by funds: $3.9M

Holders
358
Holders Change
-6
Holders Change %
-1.65%
% of All Funds
7.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
37
Increased
109
Reduced
126
Closed
43
Calls
$462K
Puts
$3.9M
Net Calls
-$3.44M
Net Calls Change
-$61K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$835M -$22M -206,414 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$654M +$19.4M +181,947 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$165M -$65.8M -617,601 -30%
State Street
4
State Street
Massachusetts
$150M -$9.07M -85,105 -6%
Renaissance Technologies
5
Renaissance Technologies
New York
$118M -$10.4M -98,000 -9%
Parnassus Investments
6
Parnassus Investments
California
$96.8M +$91.6M +859,464 New
Wells Fargo
7
Wells Fargo
California
$85.2M +$13.1M +122,846 +19%
Goldman Sachs
8
Goldman Sachs
New York
$85.1M -$9.39M -88,085 -10%
Invesco
9
Invesco
Georgia
$80.5M +$799K +7,498 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$78.4M -$1.06M -9,968 -1%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$78M -$2.02M -18,974 -3%
First Trust Advisors
12
First Trust Advisors
Illinois
$71.5M +$31.9M +299,636 +89%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$66.6M +$5.48M +51,418 +10%
Charles Schwab
14
Charles Schwab
California
$65.8M +$12.3M +115,797 +25%
PCM
15
Palisade Capital Management
New Jersey
$53M +$3.55M +33,292 +8%
American Century Companies
16
American Century Companies
Missouri
$51.9M +$35.9M +337,243 +273%
Northern Trust
17
Northern Trust
Illinois
$51M -$47.4M -444,803 -50%
AQR Capital Management
18
AQR Capital Management
Connecticut
$48.5M +$10.2M +95,900 +29%
AL
19
AJO LP
Pennsylvania
$41.2M +$24.5M +230,139 +170%
WG
20
Winton Group
United Kingdom
$41.1M +$13.6M +128,100 +54%
Legal & General Group
21
Legal & General Group
United Kingdom
$39.9M -$105K -988 -0.3%
Man Group
22
Man Group
United Kingdom
$39.7M -$2.16M -20,228 -5%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$38.1M -$2.2M -20,669 -6%
Principal Financial Group
24
Principal Financial Group
Iowa
$37.1M +$11.4M +107,126 +48%
Fisher Asset Management
25
Fisher Asset Management
Washington
$36M -$1.04M -9,805 -3%

IDA Hedge Fund Activity: Q3 2019 in Review

358 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q3 2019, worth a combined $4.34B — up 12% from $3.87B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of IDA and 37 opened new positions — a net loss of 6 holders — while 126 trimmed existing stakes and 109 added.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $91.6M. The largest seller was Fidelity Investments, cutting an estimated $65.8M.

  • 358 institutional investors held Idacorp (IDA) as of Q3 2019, down from 364 in Q2 2019.
  • Funds reported $4.34B of Idacorp stock for Q3 2019, up 12% quarter-over-quarter.
  • 37 funds opened new Idacorp positions in Q3 2019 and 43 closed out, a net change of -6 holders.
  • The largest Idacorp buyer in Q3 2019 was Parnassus Investments, an estimated $91.6M added.
  • The largest Idacorp seller in Q3 2019 was Fidelity Investments, an estimated $65.8M sold.

Based on aggregated 13F filings for Q3 2019.