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Immersion

100 hedge funds and large institutions have $217M invested in Immersion in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $882K

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

21% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 29

8% more funds holding

Funds holding: 93100 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

21% less capital invested

Capital invested by funds: $275M → $217M (-$58M)

Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
35
Reduced
29
Closed
12
Calls
$1.83M
Puts
$882K
Net Calls
+$950K
Net Calls Change
-$292K
Name Holding Trade Value Shares
Change
Change in
Stake
SM
1
Senvest Management
New York
$47.8M +$4.96M +404,604 +10%
SRFM
2
Shannon River Fund Management
New York
$22.5M +$1.95M +159,229 +8%
Capital Research Global Investors
3
Capital Research Global Investors
California
$15.3M -$4.15M -338,446 -19%
DCM
4
Dialectic Capital Management
Connecticut
$13.6M -$6.58M -537,000 -29%
BIT
5
BlackRock Institutional Trust
California
$12.1M +$730K +59,562 +5%
RA
6
Royce & Associates
New York
$8.36M -$3.98M -324,500 -29%
Vanguard Group
7
Vanguard Group
Pennsylvania
$8.07M +$375K +30,596 +4%
BFA
8
BlackRock Fund Advisors
California
$7.95M -$259K -21,083 -3%
TA
9
Teachers Advisors
New York
$6.38M +$445K +36,270 +6%
State Street
10
State Street
Massachusetts
$4.93M +$94.9K +7,738 +2%
OAM
11
Oberweis Asset Management
Illinois
$4.51M -$586K -47,815 -10%
Northern Trust
12
Northern Trust
Illinois
$4.29M +$193K +15,774 +4%
WSA
13
Wall Street Associates
California
$4.26M +$808K +65,900 +19%
Ohio Public Employees Retirement System (OPERS)
14
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.62M
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$3.57M -$909K -74,129 -18%
AQR Capital Management
16
AQR Capital Management
Connecticut
$3.54M +$1.29M +105,200 +45%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$3.03M -$92K -7,500 -3%
BA
18
BlackRock Advisors
Delaware
$2.45M +$1.2M +97,848 +71%
Renaissance Technologies
19
Renaissance Technologies
New York
$2.32M +$1.97M +160,500 +253%
MCM
20
Mazama Capital Management
Oregon
$2.24M +$1.19M +96,996 +81%
QBFM
21
QS Batterymarch Financial Management
New York
$2.03M +$403K +32,900 +20%
TCIM
22
TIAA CREF Investment Management
New York
$1.94M +$615K +50,119 +37%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$1.85M +$146K +11,899 +7%
PM
24
Penbrook Management
New York
$1.8M +$2.12M +173,236 New
TC
25
TFS Capital
Pennsylvania
$1.62M +$584K +47,599 +44%

IMMR Hedge Fund Activity: Q4 2013 in Review

100 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Immersion (IMMR) for Q4 2013, worth a combined $217M — down 21% from $275M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IMMR positions and 12 closed out — a net gain of 9 holders — while 35 added to existing stakes and 29 trimmed.

The largest buyer was Senvest Management, adding an estimated $4.96M. The largest seller was Dialectic Capital Management, cutting an estimated $6.58M.

  • 100 institutional investors held Immersion (IMMR) as of Q4 2013, up from 93 in Q3 2013.
  • Funds reported $217M of Immersion stock for Q4 2013, down 21% quarter-over-quarter.
  • 21 funds opened new Immersion positions in Q4 2013 and 12 closed out, a net change of +9 holders.
  • The largest Immersion buyer in Q4 2013 was Senvest Management, an estimated $4.96M added.
  • The largest Immersion seller in Q4 2013 was Dialectic Capital Management, an estimated $6.58M sold.

Based on aggregated 13F filings for Q4 2013.