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IPG Photonics

438 hedge funds and large institutions have $3.91B invested in IPG Photonics in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 150 increasing their positions, 179 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.74% more ownership

Funds ownership: 59.59%66.33% (+6.7%)

7% less funds holding

Funds holding: 473438 (-35)

16% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 179

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less capital invested

Capital invested by funds: $5.01B → $3.91B (-$1.1B)

31% less call options, than puts

Call options by funds: $31.6M | Put options by funds: $46.1M

36% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 87

Holders
438
Holders Change
-35
Holders Change %
-7.4%
% of All Funds
9.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
56
Increased
150
Reduced
179
Closed
87
Calls
$31.6M
Puts
$46.1M
Net Calls
-$14.4M
Net Calls Change
+$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
26
Massachusetts Financial Services
Massachusetts
$40.6M +$30M +225,801 +170%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$39M +$31.6M +237,800 +222%
Two Sigma Investments
28
Two Sigma Investments
New York
$38.7M +$24.3M +183,021 +115%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$37M +$1.22M +9,214 +3%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$35.4M -$34.9M -262,448 -46%
Legal & General Group
31
Legal & General Group
United Kingdom
$34.5M +$1.3M +9,811 +3%
Renaissance Technologies
32
Renaissance Technologies
New York
$32.1M +$19.8M +148,764 +110%
UBS AM
33
UBS AM
Illinois
$31.7M +$411K +3,095 +1%
Baillie Gifford & Co
34
Baillie Gifford & Co
United Kingdom
$30M -$1.23M -9,235 -3%
Handelsbanken Fonder
35
Handelsbanken Fonder
Sweden
$29.2M -$531K -3,996 -2%
RA
36
Royce & Associates
New York
$25.3M -$1.4M -10,553 -5%
Charles Schwab
37
Charles Schwab
California
$25.2M +$739K +5,556 +3%
Goldman Sachs
38
Goldman Sachs
New York
$24.4M +$8.31M +62,525 +41%
RS
39
Robeco Schweiz
Switzerland
$24.2M +$1.33M +10,000 +5%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$24.1M -$19.2M -144,792 -40%
Bank of America
41
Bank of America
North Carolina
$23M +$11.2M +84,410 +71%
ATO
42
Alecta Tjanstepension Omsesidigt
Sweden
$23M +$18.6M +140,000 +233%
Ameriprise
43
Ameriprise
Minnesota
$23M +$3.17M +23,824 +13%
PP
44
Prudential plc
United Kingdom
$22.1M +$18.8M +141,317 +264%
WRF
45
Waddell & Reed Financial
Kansas
$21.9M -$2.13M -16,018 -8%
MFWM
46
Motley Fool Wealth Management
Virginia
$21.3M -$43.9K -330 -0.2%
VIA
47
Vident Investment Advisory
Georgia
$20.3M -$5.93M -44,595 -20%
Fundsmith LLP
48
Fundsmith LLP
United Kingdom
$19.2M +$22.5M +169,115 New
EWM
49
Evercore Wealth Management
New York
$19.1M -$3.25M -24,464 -13%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$17.4M +$17.4M +130,893 +585%

IPGP Hedge Fund Activity: Q4 2018 in Review

438 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q4 2018, worth a combined $3.91B — down 22% from $5.01B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of IPGP and 56 opened new positions — a net loss of 31 holders — while 179 trimmed existing stakes and 150 added.

The largest buyer was First Eagle Investment Management, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $91.7M.

  • 438 institutional investors held IPG Photonics (IPGP) as of Q4 2018, down from 473 in Q3 2018.
  • Funds reported $3.91B of IPG Photonics stock for Q4 2018, down 22% quarter-over-quarter.
  • 56 funds opened new IPG Photonics positions in Q4 2018 and 87 closed out, a net change of -31 holders.
  • The largest IPG Photonics buyer in Q4 2018 was First Eagle Investment Management, an estimated $191M added.
  • The largest IPG Photonics seller in Q4 2018 was Fidelity Investments, an estimated $91.7M sold.

Based on aggregated 13F filings for Q4 2018.