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IPG Photonics

380 hedge funds and large institutions have $3.87B invested in IPG Photonics in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 140 increasing their positions, 137 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 137

0.64% more ownership

Funds ownership: 65.52%66.16% (+0.64%)

11% less funds holding

Funds holding: 427380 (-47)

23% less capital invested

Capital invested by funds: $5.04B → $3.87B (-$1.16B)

28% less call options, than puts

Call options by funds: $23.3M | Put options by funds: $32.4M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

53% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 81

Holders
380
Holders Change
-47
Holders Change %
-11.01%
% of All Funds
8.37%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
38
Increased
140
Reduced
137
Closed
81
Calls
$23.3M
Puts
$32.4M
Net Calls
-$9.09M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PHK
351
Point72 Hong Kong
Hong Kong
$6K +$7.32K +56 New
TC
352
Truvestments Capital
Florida
$6K +$8.11K +62 New
WAP
353
Wealthcare Advisory Partners
Pennsylvania
$5K
BCA
354
Berman Capital Advisors
Georgia
$5K +$1.96K +15 +36%
MF
355
Manchester Financial
California
$4K
ZB
356
Zions Bancorporation
Utah
$3K -$4.58K -35 -60%
EARNEST Partners
357
EARNEST Partners
Georgia
$3K
HR
358
Howe & Rusling
New York
$3K +$654 +5 +24%
CYG
359
Clean Yield Group
Vermont
$3K +$3.92K +30 New
AssetMark Inc
360
AssetMark Inc
California
$2K -$654 -5 -19%
CFGS
361
Concourse Financial Group Securities
Alabama
$2K
IFAM
362
Institutional & Family Asset Management
Colorado
$2K
LWCFA
363
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
FMII
364
Farmers & Merchants Investments Inc
Nebraska
$2K +$131 +1 +6%
SLF
365
Sun Life Financial
Ontario, Canada
$2K +$131 +1 +5%
BL
366
Balentine LLC
Georgia
$2K +$1.7K +13 +325%
HFA
367
HC Financial Advisors
California
$2K +$2.09K +16 New
FGAM
368
Financial Gravity Asset Management
Texas
$1.81K -$915 -7 -30%
TRCT
369
Tower Research Capital (TRC)
New York
$1K -$70.9K -542 -98%
PFBT
370
Parkside Financial Bank & Trust
Missouri
$1K -$2.09K -16 -73%
Kayne Anderson Rudnick Investment Management
371
Kayne Anderson Rudnick Investment Management
California
$1K
LWM
372
Liberty Wealth Management
California
$1K
SIS
373
Sound Income Strategies
Florida
$1K
SFSIG
374
San Francisco Sentry Investment Group
California
$1K +$785 +6 New
CI
375
CX Institutional
Indiana
$1K +$915 +7 +117%