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InterDigital

180 hedge funds and large institutions have $1.37B invested in InterDigital in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $41.6M | Put options by funds: $21.2M

40% more capital invested

Capital invested by funds: $978M → $1.37B (+$395M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% less funds holding

Funds holding: 183180 (-3)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

36% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 78

Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
5.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
18
Increased
50
Reduced
78
Closed
20
Calls
$41.6M
Puts
$21.2M
Net Calls
+$20.4M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FPA
1
First Pacific Advisors
California
$138M +$14.5M +375,221 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M -$866K -22,418 -0.9%
BFA
3
BlackRock Fund Advisors
California
$93.1M -$2.79M -72,237 -4%
State Street
4
State Street
Massachusetts
$67.4M -$992K -25,665 -2%
HA
5
Heartland Advisors
Wisconsin
$58M +$31.4M +813,420 +203%
BIT
6
BlackRock Institutional Trust
California
$56.1M -$3.84M -99,475 -8%
SRFM
7
Shannon River Fund Management
New York
$55M -$11.3M -292,000 -20%
CCMLC
8
Cardinal Capital Management LLC (Connecticut)
Connecticut
$53.6M -$13.6M -353,090 -24%
BTW
9
Boston Trust Walden
Massachusetts
$36.8M +$636K +16,459 +2%
Norges Bank
10
Norges Bank
Norway
$35.6M +$14.4M +372,674 +100%
Northern Trust
11
Northern Trust
Illinois
$32.1M -$10.5M -271,396 -29%
TAM
12
Third Avenue Management
New York
$31M -$3.76M -97,200 -13%
CCM
13
Corsair Capital Management
New York
$28.7M -$5.93M -153,380 -20%
Ameriprise
14
Ameriprise
Minnesota
$28.3M +$782K +20,229 +4%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$25.8M +$8.21M +212,338 +65%
Renaissance Technologies
16
Renaissance Technologies
New York
$24.5M -$4.99M -129,202 -20%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$24.5M +$1.98M +51,172 +11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$24.4M -$244K -6,317 -1%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$22.5M -$1.28M -33,200 -7%
GAM
20
Gotham Asset Management
New York
$18.1M -$11M -283,601 -43%
UM
21
Ulysses Management
New York
$15.5M
WC
22
Weatherbie Capital
Massachusetts
$14.8M +$908K +23,488 +8%
RFC
23
Russell Frank Company
Washington
$14.5M +$306K +7,923 +2%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$13.9M +$5.28M +136,576 +89%
Deutsche Bank
25
Deutsche Bank
Germany
$13.5M -$13M -336,889 -54%

IDCC Hedge Fund Activity: Q2 2014 in Review

180 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in InterDigital (IDCC) for Q2 2014, worth a combined $1.37B — up 40% from $978M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IDCC and 18 opened new positions — a net loss of 2 holders — while 78 trimmed existing stakes and 50 added.

The largest buyer was Heartland Advisors, adding an estimated $31.4M. The largest seller was Cardinal Capital Management LLC (Connecticut), cutting an estimated $13.6M.

  • 180 institutional investors held InterDigital (IDCC) as of Q2 2014, down from 183 in Q1 2014.
  • Funds reported $1.37B of InterDigital stock for Q2 2014, up 40% quarter-over-quarter.
  • 18 funds opened new InterDigital positions in Q2 2014 and 20 closed out, a net change of -2 holders.
  • The largest InterDigital buyer in Q2 2014 was Heartland Advisors, an estimated $31.4M added.
  • The largest InterDigital seller in Q2 2014 was Cardinal Capital Management LLC (Connecticut), an estimated $13.6M sold.

Based on aggregated 13F filings for Q2 2014.