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InterDigital

352 hedge funds and large institutions have $2.72B invested in InterDigital in 2024 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 123 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 28

92% more call options, than puts

Call options by funds: $143M | Put options by funds: $74.4M

10% more funds holding

Funds holding: 319352 (+33)

1% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 122

0.25% more ownership

Funds ownership: 100.22%100.47% (+0.25%)

3% less capital invested

Capital invested by funds: $2.8B → $2.72B (-$73.8M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
352
Holders Change
+33
Holders Change %
+10.34%
% of All Funds
5.07%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
61
Increased
123
Reduced
122
Closed
28
Calls
$143M
Puts
$74.4M
Net Calls
+$68.9M
Net Calls Change
+$148M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$458M -$9.35M -88,451 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$344M +$1.82M +17,238 +0.5%
DGI
3
Disciplined Growth Investors
Minnesota
$115M +$43M +406,530 +60%
State Street
4
State Street
Massachusetts
$112M +$1.97M +18,639 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$90.5M -$9.05M -85,602 -9%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$80.1M +$29.8M +281,651 +60%
BTW
7
Boston Trust Walden
Massachusetts
$67.5M -$464K -4,389 -0.7%
Boston Partners
8
Boston Partners
Massachusetts
$64.8M -$1.03M -9,776 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$61.9M -$3.96M -37,426 -6%
American Century Companies
10
American Century Companies
Missouri
$55.6M +$9.47M +89,599 +21%
Morgan Stanley
11
Morgan Stanley
New York
$43.7M -$42.1M -398,593 -49%
Goldman Sachs
12
Goldman Sachs
New York
$42.9M +$670K +6,342 +2%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$40.2M +$5.96M +56,377 +18%
SRFM
14
Shannon River Fund Management
New York
$39.3M -$11M -103,998 -22%
NPIC
15
Neumeier Poma Investment Counsel
California
$34.2M -$1.71M -16,175 -5%
Robeco Institutional Asset Management
16
Robeco Institutional Asset Management
Netherlands
$32.6M -$5.55M -52,534 -15%
Charles Schwab
17
Charles Schwab
California
$32.6M -$391K -3,703 -1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$32.5M -$2.58M -24,399 -7%
BFA
19
Bragg Financial Advisors
North Carolina
$32.4M +$33K +312 +0.1%
Deutsche Bank
20
Deutsche Bank
Germany
$32.3M +$7.93M +75,054 +33%
Northern Trust
21
Northern Trust
Illinois
$30.5M -$1.16M -11,008 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$29.8M +$297K +2,806 +1%
Invesco
23
Invesco
Georgia
$28.5M +$1.3M +12,325 +5%
Nomura Holdings
24
Nomura Holdings
Japan
$28.3M +$1.84M +17,417 +7%
Wells Fargo
25
Wells Fargo
California
$27.9M -$713K -6,748 -3%