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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 %
WAS
426
WESPAC Advisors SoCal
California
$15K +$15K +100 New
MA
427
MUFG Americas
New York
$12K – – –
WAS
428
Winch Advisory Services
Wisconsin
$12K – – –
GAM
429
Gemmer Asset Management
California
$12K – – –
WC
430
Whitney & Co
New York
$12K +$12K +86 New
Fifth Third Bancorp
431
Fifth Third Bancorp
Ohio
$9K -$10.1K -65 -53%
SWM
432
SeaCrest Wealth Management
New York
$9K – – –
WAP
433
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
MPIA
434
Mountain Pacific Investment Advisers
Idaho
$8K +$8K +50 New
PA
435
Parallel Advisors
California
$6K -$1.58K -10 -21%
CHP
436
Cable Hill Partners
Oregon
$6K -$1.17K -7 -16%
SMFS
437
Squar Milner Financial Services
California
$6K – – –
LFA
438
Legacy Financial Advisors
Kentucky
$6K – – –
WSTAM
439
Wilbanks Smith & Thomas Asset Management
Virginia
$6K +$6K +36 New
APP
440
Avantax Planning Partners
Iowa
$6K +$6K +41 New
S
441
SignatureFD
Georgia
$5K -$303 -2 -6%
HR
442
Howe & Rusling
New York
$5K – – –
WAM
443
Wealthspire Advisors (Maryland)
Maryland
$5K +$1.14K +8 +30%
Northwestern Mutual Wealth Management
444
Northwestern Mutual Wealth Management
Wisconsin
$4K -$296 -2 -7%
QCG
445
Quadrant Capital Group
Ohio
$4K – – –
EARNEST Partners
446
EARNEST Partners
Georgia
$4K – – –
GRP
447
Global Retirement Partners
California
$4K +$1.6K +10 +67%
WB
448
Webster Bank
Connecticut
$4K +$4K +26 New
FANJ
449
Financial Architects (New Jersey)
New Jersey
$3K -$82.6K -523 -96%
Parallax Volatility Advisers
450
Parallax Volatility Advisers
California
$3K -$9K -60 -75%
16 17
18
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