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Immersion

95 hedge funds and large institutions have $87M invested in Immersion in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

23% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $1.44M

1% more funds holding

Funds holding: 9495 (+1)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

9.4% less ownership

Funds ownership: 55.54%46.14% (-9.4%)

30% less capital invested

Capital invested by funds: $125M → $87M (-$38M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
34
Reduced
26
Closed
28
Calls
$1.77M
Puts
$1.44M
Net Calls
+$333K
Net Calls Change
-$989K
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
1
Invenomic Capital Management
Massachusetts
$9.7M +$4.96M +754,286 +80%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.59M +$1.33M +202,763 +18%
Millennium Management
3
Millennium Management
New York
$7.22M +$6.17M +937,629 +287%
RA
4
Royce & Associates
New York
$5.91M +$1.43M +218,000 +27%
PCM
5
Portolan Capital Management
Massachusetts
$4.32M +$4.97M +755,693 New
State Street
6
State Street
Massachusetts
$3.82M -$1.26M -191,947 -22%
BlackRock
7
BlackRock
New York
$3.27M +$608K +92,312 +19%
Morgan Stanley
8
Morgan Stanley
New York
$2.79M +$2.49M +378,364 +342%
JAMONY
9
Jacob Asset Management of New York
California
$2.79M -$101K -15,309 -3%
SC
10
Skylands Capital
Wisconsin
$2.69M -$3.11M -471,808 -50%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.67M -$1.4M -212,443 -31%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$2.49M -$331K -50,305 -10%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.35M +$913K +138,733 +51%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$2.3M -$394K -59,854 -13%
Two Sigma Investments
15
Two Sigma Investments
New York
$2.13M +$469K +71,321 +24%
Assenagon Asset Management
16
Assenagon Asset Management
Luxembourg
$2.02M +$1.07M +162,674 +85%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$1.92M +$2.21M +335,133 +30,662%
Marshall Wace
18
Marshall Wace
United Kingdom
$1.91M +$2.2M +334,136 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.49M +$163K +24,741 +10%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.01M +$462K +70,171 +66%
PCM
21
Perritt Capital Management
Illinois
$934K +$18.4K +2,800 +2%
GCA
22
Greenwood Capital Associates
South Carolina
$917K +$107K +16,238 +11%
SAM
23
Stansberry Asset Management
Texas
$866K +$587K +89,130 +142%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$838K -$4.08M -620,132 -81%
PM
25
Penbrook Management
New York
$793K -$10.2K -1,550 -1%

IMMR Hedge Fund Activity: Q4 2021 in Review

95 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Immersion (IMMR) for Q4 2021, worth a combined $87M — down 30% from $125M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IMMR positions and 28 closed out — a net gain of 2 holders — while 34 added to existing stakes and 26 trimmed.

The largest buyer was Millennium Management, adding an estimated $6.17M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $6.43M sold.

  • 95 institutional investors held Immersion (IMMR) as of Q4 2021, up from 94 in Q3 2021.
  • Funds reported $87M of Immersion stock for Q4 2021, down 30% quarter-over-quarter.
  • 30 funds opened new Immersion positions in Q4 2021 and 28 closed out, a net change of +2 holders.
  • The largest Immersion buyer in Q4 2021 was Millennium Management, an estimated $6.17M added.
  • The largest Immersion seller in Q4 2021 was Lord, Abbett & Co, an estimated $6.43M sold.

Based on aggregated 13F filings for Q4 2021.