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inTEST
INTT

62 hedge funds and large institutions have $67.4M invested in inTEST in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $730K

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

13% more funds holding

Funds holding: 55 → 62 (+7)

11% more capital invested

Capital invested by funds: $61M → $67.4M (+$6.45M)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.36% less ownership

Funds ownership: 49.15% → 48.78% (-0.36%)

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
16
Reduced
15
Closed
11
Calls
$1.28M
Puts
$730K
Net Calls
+$551K
Net Calls Change
+$1.75M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$1.4M
2
SAM
Stansberry Asset Management
Texas
+$969K
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$886K
4
CIC
Cornercap Investment Counsel
Georgia
+$478K
5
PRCP
Pacific Ridge Capital Partners
Oregon
+$411K

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.69M
2
MAG
Millrace Asset Group
Pennsylvania
-$1.44M
3
CM
CM Management
Florida
-$1.04M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$486K
5
CIP
Chartwell Investment Partners
Pennsylvania
-$418K
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
26
State Street
Massachusetts
$413K – – –
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$383K +$390K +30,085 New
PM
28
Precept Management
Texas
$382K – – –
LSV Asset Management
29
LSV Asset Management
Illinois
$332K – – –
GC
30
Globeflex Capital
California
$329K – – –
Northern Trust
31
Northern Trust
Illinois
$329K +$16.5K +1,271 +5%
Morgan Stanley
32
Morgan Stanley
New York
$290K +$48.4K +3,740 +20%
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$277K -$251K -19,357 -47%
CM
34
CM Management
Florida
$254K -$1.04M -80,000 -80%
PCM
35
Perritt Capital Management
Illinois
$254K – – –
MCM
36
Maple Capital Management
Vermont
$247K – – –
EGM
37
Engineers Gate Manager
New York
$183K +$186K +14,388 New
NL
38
NKCFO LLC
Illinois
$178K +$181K +14,000 New
RWM
39
Ritholtz Wealth Management
New York
$143K -$21.7K -1,679 -13%
Citigroup
40
Citigroup
New York
$143K – – –
OQS
41
Occudo Quantitative Strategies
Florida
$133K -$12.1K -934 -8%
JIR
42
James Investment Research
Ohio
$108K -$9.18K -709 -8%
DA
43
Denali Advisors
California
$53K +$54.4K +4,200 New
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$27K – – –
Russell Investments Group
45
Russell Investments Group
United Kingdom
$27K – – –
JP Morgan Chase
46
JP Morgan Chase
New York
$25K +$25.8K +1,995 New
CG
47
Cutler Group
California
$25K +$26.3K +2,033 New
RPCONE
48
Retirement Planning Company of New England
Rhode Island
$22K +$22.9K +1,772 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$17K +$17.5K +1,350 New
TCWM
50
Total Clarity Wealth Management
Illinois
$15K +$1.24K +96 +9%
1
2
3

INTT Hedge Fund Activity: Q4 2021 in Review

62 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in inTEST (INTT) for Q4 2021, worth a combined $67.4M — up 11% from $61M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new INTT positions and 11 closed out — a net gain of 7 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was Ameriprise, adding an estimated $1.4M. The largest seller was Bank of Montreal, exiting entirely with an estimated $1.69M sold.

  • 62 institutional investors held inTEST (INTT) as of Q4 2021, up from 55 in Q3 2021.
  • Funds reported $67.4M of inTEST stock for Q4 2021, up 11% quarter-over-quarter.
  • 18 funds opened new inTEST positions in Q4 2021 and 11 closed out, a net change of +7 holders.
  • The largest inTEST buyer in Q4 2021 was Ameriprise, an estimated $1.4M added.
  • The largest inTEST seller in Q4 2021 was Bank of Montreal, an estimated $1.69M sold.

Based on aggregated 13F filings for Q4 2021.