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InterDigital

319 hedge funds and large institutions have $2.8B invested in InterDigital in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 91 increasing their positions, 117 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 26

41% more capital invested

Capital invested by funds: $1.98B → $2.8B (+$818M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more funds holding

Funds holding: 278319 (+41)

6.93% more ownership

Funds ownership: 93.29%100.22% (+6.9%)

22% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 117

68% less call options, than puts

Call options by funds: $37.3M | Put options by funds: $116M

Holders
319
Holders Change
+41
Holders Change %
+14.75%
% of All Funds
4.65%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
73
Increased
91
Reduced
117
Closed
26
Calls
$37.3M
Puts
$116M
Net Calls
-$78.7M
Net Calls Change
-$69.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
276
Heritage Wealth Advisors
Virginia
$86.8K +$74K +800 New
KBC Group
277
KBC Group
Belgium
$84K
CWC
278
Carolinas Wealth Consulting
North Carolina
$57.9K
Carson Wealth (CWM LLC)
279
Carson Wealth (CWM LLC)
Nebraska
$54K -$7.13K -77 -13%
NA
280
NewEdge Advisors
Louisiana
$52.4K +$20.5K +221 +84%
TPCW
281
TD Private Client Wealth
New York
$47.1K +$29.4K +318 +274%
KFI
282
Key Financial Inc
Pennsylvania
$43.4K
Ohio Public Employees Retirement System (OPERS)
283
Ohio Public Employees Retirement System (OPERS)
Ohio
$43.1K -$11.8K -128 -24%
EA
284
Evolution Advisers
Virginia
$43K
EC
285
EntryPoint Capital
New York
$37.7K +$32.1K +347 New
AF
286
Allworth Financial
California
$37.4K
Acadian Asset Management
287
Acadian Asset Management
Massachusetts
$33K
Nisa Investment Advisors
288
Nisa Investment Advisors
Missouri
$29.1K -$37K -400 -60%
GI
289
GAMMA Investing
California
$20.1K +$17.7K +191 New
GJIA
290
Glass Jacobson Investment Advisors
Maryland
$19K
JFGIW
291
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K +$14.5K +157 New
PA
292
Parallel Advisors
California
$14.4K
CIM
293
Contravisory Investment Management
Massachusetts
$13K +$11.1K +120 New
BTI
294
Blue Trust Inc
Georgia
$12K +$3.98K +43 +38%
C
295
Covestor
United Kingdom
$10K +$1.3K +14 +17%
LOIM
296
Liberty One Investment Management
Illinois
$6.44K
EWA
297
EverSource Wealth Advisors
Alabama
$6.29K +$5.37K +58 New
LFA
298
LGT Financial Advisors
Texas
$4.34K
UB
299
UMB Bank
Missouri
$3.8K
PWMG
300
Private Wealth Management Group
New Jersey
$3.69K +$3.15K +34 New

IDCC Hedge Fund Activity: Q4 2023 in Review

319 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in InterDigital (IDCC) for Q4 2023, worth a combined $2.8B — up 41% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new IDCC positions and 26 closed out — a net gain of 47 holders — while 91 added to existing stakes and 117 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $73.4M. The largest seller was D.E. Shaw & Co, cutting an estimated $19.5M.

  • 319 institutional investors held InterDigital (IDCC) as of Q4 2023, up from 278 in Q3 2023.
  • Funds reported $2.8B of InterDigital stock for Q4 2023, up 41% quarter-over-quarter.
  • 73 funds opened new InterDigital positions in Q4 2023 and 26 closed out, a net change of +47 holders.
  • The largest InterDigital buyer in Q4 2023 was Pacer Advisors, an estimated $73.4M added.
  • The largest InterDigital seller in Q4 2023 was D.E. Shaw & Co, an estimated $19.5M sold.

Based on aggregated 13F filings for Q4 2023.