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Immersion

103 hedge funds and large institutions have $219M invested in Immersion in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

2.2% more ownership

Funds ownership: 77.03%79.23% (+2.2%)

6% less funds holding

Funds holding: 109103 (-6)

13% less capital invested

Capital invested by funds: $251M → $219M (-$32M)

26% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 42

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

61% less call options, than puts

Call options by funds: $4.94M | Put options by funds: $12.7M

Holders
103
Holders Change
-6
Holders Change %
-5.5%
% of All Funds
2.3%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
14
Increased
31
Reduced
42
Closed
20
Calls
$4.94M
Puts
$12.7M
Net Calls
-$7.73M
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Raging Capital Management
New Jersey
$42.8M
BlackRock
2
BlackRock
New York
$16.7M -$49.5K -5,293 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16M +$116K +12,435 +0.7%
CCPM
4
Cooper Creek Partners Management
New York
$12.9M +$1.63M +173,894 +14%
SRFM
5
Shannon River Fund Management
New York
$12.9M -$524K -56,100 -4%
VCA
6
VIEX Capital Advisors
Florida
$11.2M +$11.7M +1,254,815 New
Man Group
7
Man Group
United Kingdom
$10M +$12.3K +1,320 +0.1%
JP Morgan Chase
8
JP Morgan Chase
New York
$8.76M +$1.93M +206,496 +27%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$7.39M +$1.3M +139,241 +20%
AQR Capital Management
10
AQR Capital Management
Connecticut
$6.02M +$354K +37,921 +6%
State Street
11
State Street
Massachusetts
$4.46M -$347K -37,135 -7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.31M -$314K -33,580 -7%
Ameriprise
13
Ameriprise
Minnesota
$3.72M +$920K +98,375 +31%
SM
14
Senvest Management
New York
$3.56M -$133K -14,197 -3%
Northern Trust
15
Northern Trust
Illinois
$3.24M +$24.8K +2,649 +0.7%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$3.19M -$503K -53,800 -13%
Wells Fargo
17
Wells Fargo
California
$3.14M +$2.29M +244,560 +231%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$3.03M -$47K -5,032 -1%
American Century Companies
19
American Century Companies
Missouri
$2.57M +$1.19M +127,440 +80%
PI
20
PEAK6 Investments
Illinois
$2.47M +$2.23M +238,144 +630%
Charles Schwab
21
Charles Schwab
California
$2.41M
Renaissance Technologies
22
Renaissance Technologies
New York
$2.35M +$119K +12,700 +5%
Fuller & Thaler Asset Management
23
Fuller & Thaler Asset Management
California
$1.91M +$34.6K +3,700 +2%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$1.73M -$900K -96,296 -33%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.67M +$638K +68,226 +57%

IMMR Hedge Fund Activity: Q4 2018 in Review

103 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Immersion (IMMR) for Q4 2018, worth a combined $219M — down 13% from $251M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IMMR and 14 opened new positions — a net loss of 6 holders — while 42 trimmed existing stakes and 31 added.

The largest buyer was VIEX Capital Advisors, opening a new position worth an estimated $11.7M. The largest seller was Millennium Management, exiting entirely with an estimated $2.43M sold.

  • 103 institutional investors held Immersion (IMMR) as of Q4 2018, down from 109 in Q3 2018.
  • Funds reported $219M of Immersion stock for Q4 2018, down 13% quarter-over-quarter.
  • 14 funds opened new Immersion positions in Q4 2018 and 20 closed out, a net change of -6 holders.
  • The largest Immersion buyer in Q4 2018 was VIEX Capital Advisors, an estimated $11.7M added.
  • The largest Immersion seller in Q4 2018 was Millennium Management, an estimated $2.43M sold.

Based on aggregated 13F filings for Q4 2018.