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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
BlackRock
1
BlackRock
New York
$477M -$3.76M -40,648 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$349M -$11.7M -125,893 -4%
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$125M +$73.4M +792,868 +221%
State Street
4
State Street
Massachusetts
$113M +$2.67M +28,811 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$102M -$3.11M -33,581 -3%
Morgan Stanley
6
Morgan Stanley
New York
$87.9M +$40.3M +435,672 +117%
DGI
7
Disciplined Growth Investors
Minnesota
$73.4M -$126K -1,361 -0.2%
BTW
8
Boston Trust Walden
Massachusetts
$69.3M -$2.65M -28,581 -4%
Boston Partners
9
Boston Partners
Massachusetts
$67.6M -$1.79M -19,383 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$67.1M +$5.68M +61,404 +11%
SRFM
11
Shannon River Fund Management
New York
$51.3M -$15.7M -169,458 -26%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$51.1M +$43.6M +471,135 New
American Century Companies
13
American Century Companies
Missouri
$46.9M +$4.88M +52,745 +14%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$43.2M -$19.5M -211,196 -35%
Goldman Sachs
15
Goldman Sachs
New York
$43M -$2.04M -22,050 -5%
Robeco Institutional Asset Management
16
Robeco Institutional Asset Management
Netherlands
$39M -$1.42M -15,322 -4%
NPIC
17
Neumeier Poma Investment Counsel
California
$36.6M -$2.78M -30,050 -8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$35.8M -$5.84M -63,155 -16%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$35.4M +$1.34M +14,454 +5%
Charles Schwab
20
Charles Schwab
California
$33.6M -$2.59M -28,002 -8%
BFA
21
Bragg Financial Advisors
North Carolina
$33M +$43.4K +469 +0.2%
Northern Trust
22
Northern Trust
Illinois
$32.3M -$300K -3,244 -1%
Renaissance Technologies
23
Renaissance Technologies
New York
$31.9M -$11.6M -124,900 -30%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$30.1M +$2.63M +28,407 +11%
Wells Fargo
25
Wells Fargo
California
$29.2M -$5.96M -64,350 -19%

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.