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IPG Photonics
IPGP

Overview Fund Activity

324 hedge funds and large institutions have $3.84B invested in IPG Photonics in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 82 increasing their positions, 129 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+21
Holders Change %
+6.93%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
61
Increased
82
Reduced
129
Closed
38
Calls
$11.3M
Puts
$4.65M
Net Calls
+$6.64M
Net Calls Change
+$5.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$41.7M
2
AAM
Ardevora Asset Management
United Kingdom
$19.5M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$16.3M
4
Millennium Management
Millennium Management
New York
$16.1M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$19.4M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
$76.1M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
BlackRock
BlackRock
New York
$392M
4
First Trust Advisors
First Trust Advisors
Illinois
$9.33M
5
Citadel Advisors
Citadel Advisors
Florida
$43M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
301
Private Trust Company
Ohio
$4.21K – – –
WT
302
Washington Trust
Rhode Island
$4.08K – – –
EARNEST Partners
303
EARNEST Partners
Georgia
$3.53K – – –
MCM
304
MV Capital Management
Maryland
$3.4K – – –
BTI
305
Blue Trust Inc
Georgia
$2K -$353 -3 -15%
PWMG
306
Prestige Wealth Management Group
New Jersey
$1.9K – – –
VCM
307
Versant Capital Management
Arizona
$1.77K – – –
CA
308
Clearstead Advisors
Ohio
$1.77K +$1.77K +13 New
AAP
309
Arax Advisory Partners
Colorado
$1.63K – – –
AF
310
Advisornet Financial
Minnesota
$1.36K -$272 -2 -17%
SIC
311
SJS Investment Consulting
Ohio
$1.22K -$272 -2 -18%
CSC
312
Caldwell Sutter Capital
California
$1.22K +$1.22K +9 New
DI
313
Disciplined Investments
Oklahoma
$1.09K -$136 -1 -11%
CWC
314
Carolinas Wealth Consulting
North Carolina
$1.06K -$132 -1 -11%
BAAM
315
Baker Avenue Asset Management
California
$679 – – –
PFBT
316
Parkside Financial Bank & Trust
Missouri
$544 – – –
ANBT
317
American National Bank & Trust
Texas
$543 – – –
NA
318
NewEdge Advisors
Louisiana
$407 -$55.8K -411 -99%
FFA
319
Farther Finance Advisors
California
$407 -$271 -2 -40%
National Bank of Canada
320
National Bank of Canada
Quebec, Canada
$270 – – –
TWC
321
TD Waterhouse Canada
Ontario, Canada
$136 – – –
NMG
322
New Millennium Group
Utah
$136 +$136 +1 New
Comerica Bank
323
Comerica Bank
Texas
$2 +$2 +3,519 New
Balyasny Asset Management
324
Balyasny Asset Management
Illinois
– -$34.8M -282,477 Closed
LP
325
LMR Partners
United Kingdom
– -$4.16M -33,744 Closed
11 12
13
14 15