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IPG Photonics
IPGP

Overview Fund Activity

472 hedge funds and large institutions have $5B invested in IPG Photonics in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 163 increasing their positions, 178 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
-35
Holders Change %
-6.9%
% of All Funds
10.81%
Holding in Top 10
5
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-64.29%
% of All Funds
0.11%
New
67
Increased
163
Reduced
178
Closed
98
Calls
$40M
Puts
$57.5M
Net Calls
-$17.5M
Net Calls Change
+$12M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$102M
2
Lazard Asset Management
Lazard Asset Management
New York
+$96.2M
3
Parnassus Investments
Parnassus Investments
California
+$78M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.8M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$46.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$186M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$73.6M
3
DCP
DSM Capital Partners
Florida
-$72.1M
4
BlackRock
BlackRock
New York
-$69.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$60.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
401
Steward Partners Investment Advisory
New York
$44K -$310 -2 -0.7%
TPWA
402
TRUE Private Wealth Advisors
Oregon
$39K +$39K +250 New
JFGIW
403
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39K – – –
CIA
404
CSat Investment Advisory
Michigan
$34K +$22.5K +144 +195%
MSA
405
Marino Stram & Associates
Massachusetts
$31K – – –
JCM
406
Jacobi Capital Management
Pennsylvania
$30K – – –
TRCT
407
Tower Research Capital (TRC)
New York
$28K -$26.8K -175 -49%
CAL
408
Capital Analysts LLC
Pennsylvania
$26K -$3.96K -25 -13%
CFGS
409
Concourse Financial Group Securities
Alabama
$26K +$26K +164 New
HIIFS
410
Harel Insurance Investments & Financial Services
Israel
$23K -$3.13K -20 -12%
BFEC
411
Benjamin F. Edwards & Company
Missouri
$23K – – –
SC
412
SouthState Corp
Florida
$23K +$23K +150 New
LWA
413
Lenox Wealth Advisors
New York
$22K – – –
MDCM
414
Morgan Dempsey Capital Management
Wisconsin
$20K – – –
RCAG
415
Rehmann Capital Advisory Group
Michigan
$17.2K – – –
FPFS
416
First Personal Financial Services
North Carolina
$17K – – –
JA
417
JOYN Advisors
Georgia
$17K +$802 +5 +5%
KA
418
Kaizen Advisory
Illinois
$16K -$695K -4,517 -98%
GLI
419
Guardian Life Insurance
New York
$16K – – –
FCB
420
First Command Bank
Texas
$16K – – –
FCFS
421
First Command Financial Services
Texas
$16K – – –
SWP
422
Stratos Wealth Partners
Ohio
$16K +$16K +100 New
BCM
423
Brasada Capital Management
Texas
$16K +$16K +100 New
KF
424
Krilogy Financial
Missouri
$16K +$16K +100 New
TC
425
Truvestments Capital
Florida
$15K +$15K +98 New
15 16
17
18 19