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Immersion

105 hedge funds and large institutions have $175M invested in Immersion in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 23

5% less funds holding

Funds holding: 111105 (-6)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

31% less capital invested

Capital invested by funds: $255M → $175M (-$80.3M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

79% less call options, than puts

Call options by funds: $2.49M | Put options by funds: $12M

Holders
105
Holders Change
-6
Holders Change %
-5.41%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
17
Increased
45
Reduced
23
Closed
22
Calls
$2.49M
Puts
$12M
Net Calls
-$9.47M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SM
1
Senvest Management
New York
$36.7M
SRFM
2
Shannon River Fund Management
New York
$17.9M -$2.32M -280,194 -11%
KRC
3
Kingdom Ridge Capital
New York
$15.2M +$2.17M +261,902 +17%
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.81M +$365K +44,134 +4%
BIT
5
BlackRock Institutional Trust
California
$8.76M +$2.72M +328,704 +45%
TAM
6
THB Asset Management
Connecticut
$7.01M -$218K -26,381 -3%
BFA
7
BlackRock Fund Advisors
California
$6.01M -$239K -28,865 -4%
RA
8
Royce & Associates
New York
$5.08M
TA
9
Teachers Advisors
New York
$4.54M
Northern Trust
10
Northern Trust
Illinois
$3.88M -$96.1K -11,615 -3%
State Street
11
State Street
Massachusetts
$3.79M -$25.5K -3,086 -0.7%
CC
12
Clearline Capital
New York
$2.78M +$2.79M +336,918 New
HCS
13
Harvest Capital Strategies
California
$2.49M +$601K +72,665 +32%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$2.46M -$24K -2,900 -1%
SCM
15
Suffolk Capital Management
New York
$2.32M +$285K +34,448 +14%
PCM
16
Palisade Capital Management
New Jersey
$2.03M +$2.03M +246,000 New
Alkeon Capital Management
17
Alkeon Capital Management
New York
$1.89M +$223K +27,000 +13%
Renaissance Technologies
18
Renaissance Technologies
New York
$1.84M +$811K +98,100 +79%
CCMLC
19
Cardinal Capital Management LLC (Connecticut)
Connecticut
$1.61M -$20.4K -2,470 -1%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$1.56M -$498K -60,200 -24%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.47M +$508K +61,474 +53%
GIPM
22
G2 Investment Partners Management
New York
$1.46M +$1.46M +176,803 New
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$1.45M
Group One Trading
24
Group One Trading
Illinois
$1.44M +$1.25M +151,698 +657%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.42M -$737K -89,049 -34%

IMMR Hedge Fund Activity: Q1 2016 in Review

105 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Immersion (IMMR) for Q1 2016, worth a combined $175M — down 31% from $255M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IMMR and 17 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 45 added.

The largest buyer was Clearline Capital, opening a new position worth an estimated $2.79M. The largest seller was EAM Investors, exiting entirely with an estimated $5.22M sold.

  • 105 institutional investors held Immersion (IMMR) as of Q1 2016, down from 111 in Q4 2015.
  • Funds reported $175M of Immersion stock for Q1 2016, down 31% quarter-over-quarter.
  • 17 funds opened new Immersion positions in Q1 2016 and 22 closed out, a net change of -5 holders.
  • The largest Immersion buyer in Q1 2016 was Clearline Capital, an estimated $2.79M added.
  • The largest Immersion seller in Q1 2016 was EAM Investors, an estimated $5.22M sold.

Based on aggregated 13F filings for Q1 2016.