We are live on ! Find out more
IPGP icon

IPG Photonics

273 hedge funds and large institutions have $2.79B invested in IPG Photonics in 2014 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 87 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 24

90% more call options, than puts

Call options by funds: $7.18M | Put options by funds: $3.77M

26% more funds holding

Funds holding: 217273 (+56)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 75

15% more capital invested

Capital invested by funds: $2.42B → $2.79B (+$372M)

Holders
273
Holders Change
+56
Holders Change %
+25.81%
% of All Funds
7.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
82
Increased
87
Reduced
75
Closed
24
Calls
$7.18M
Puts
$3.77M
Net Calls
+$3.41M
Net Calls Change
-$741K
Name Holding Trade Value Shares
Change
Change in
Stake
CWAM
1
Columbia Wanger Asset Management
Illinois
$182M -$8.39M -117,873 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$157M +$3.65M +51,317 +3%
HL
3
Harding Loevner
New Jersey
$143M -$19.9M -279,469 -13%
EAM
4
Eagle Asset Management
Florida
$117M +$12.6M +177,547 +13%
WA
5
Wasatch Advisors
Utah
$108M -$545K -7,668 -0.5%
Artisan Partners
6
Artisan Partners
Wisconsin
$105M -$40.4M -567,916 -29%
William Blair & Company
7
William Blair & Company
Illinois
$96.3M +$7.26M +101,988 +9%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$77.3M +$22M +309,383 +43%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$77M +$17.9M +251,924 +32%
BFA
10
BlackRock Fund Advisors
California
$74.2M +$51.8M +728,527 +279%
RA
11
Royce & Associates
New York
$73.5M -$660K -9,280 -0.9%
BIT
12
BlackRock Institutional Trust
California
$71.2M +$7.24M +101,781 +12%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$64.7M +$19.1M +268,411 +45%
State Street
14
State Street
Massachusetts
$64.6M +$32.8M +461,205 +115%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$62M -$5.73M -80,573 -9%
TCM
16
TimesSquare Capital Management
New York
$60.3M -$4.23M -59,500 -7%
BTW
17
Boston Trust Walden
Massachusetts
$59.6M -$5.09M -71,552 -8%
PIM
18
Perkins Investment Management
Illinois
$48.9M +$31.3M +440,599 +208%
Invesco
19
Invesco
Georgia
$40.1M -$35K -492 -0.1%
ClearBridge Investments
20
ClearBridge Investments
New York
$35.2M -$731K -10,281 -2%
KCM
21
Kennedy Capital Management
Missouri
$34.2M +$3.7M +51,973 +13%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$33.8M -$11.1M -156,259 -26%
Bank of America
23
Bank of America
North Carolina
$32.5M -$12.7M -178,769 -29%
HIM
24
Hermes Investment Management
United Kingdom
$30.4M -$6.18M -86,914 -18%
Northern Trust
25
Northern Trust
Illinois
$30.3M +$9.22M +129,542 +47%

IPGP Hedge Fund Activity: Q4 2014 in Review

273 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q4 2014, worth a combined $2.79B — up 15% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IPGP positions and 24 closed out — a net gain of 58 holders — while 87 added to existing stakes and 75 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $51.8M. The largest seller was Artisan Partners, cutting an estimated $40.4M.

  • 273 institutional investors held IPG Photonics (IPGP) as of Q4 2014, up from 217 in Q3 2014.
  • Funds reported $2.79B of IPG Photonics stock for Q4 2014, up 15% quarter-over-quarter.
  • 82 funds opened new IPG Photonics positions in Q4 2014 and 24 closed out, a net change of +58 holders.
  • The largest IPG Photonics buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $51.8M added.
  • The largest IPG Photonics seller in Q4 2014 was Artisan Partners, an estimated $40.4M sold.

Based on aggregated 13F filings for Q4 2014.