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IPG Photonics

418 hedge funds and large institutions have $5.68B invested in IPG Photonics in 2017 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 134 increasing their positions, 164 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 30

22% more capital invested

Capital invested by funds: $4.66B → $5.68B (+$1.02B)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

10% more funds holding

Funds holding: 381418 (+37)

2.87% less ownership

Funds ownership: 59.9%57.03% (-2.9%)

18% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 164

57% less call options, than puts

Call options by funds: $22.1M | Put options by funds: $50.8M

Holders
418
Holders Change
+37
Holders Change %
+9.71%
% of All Funds
10.42%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
73
Increased
134
Reduced
164
Closed
30
Calls
$22.1M
Puts
$50.8M
Net Calls
-$28.7M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$597M +$24.6M +147,807 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$546M -$17M -102,280 -3%
State Street
3
State Street
Massachusetts
$180M +$3.21M +19,304 +2%
HL
4
Harding Loevner
New Jersey
$169M -$99.8M -601,000 -40%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$164M -$118M -707,677 -44%
EAM
6
Eagle Asset Management
Florida
$140M -$1.82M -10,960 -1%
ClearBridge Investments
7
ClearBridge Investments
New York
$128M -$21.2M -127,830 -16%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$105M -$18.9M -113,971 -17%
CAM
9
Congress Asset Management
Massachusetts
$102M -$9.07M -54,625 -9%
BAM
10
Brilliance Asset Management
Hong Kong
$98.4M +$51.9M +312,467 +142%
RA
11
Royce & Associates
New York
$92.3M -$10.8M -65,017 -12%
Victory Capital Management
12
Victory Capital Management
Texas
$87.8M -$12.6M -75,761 -14%
JSP
13
Jackson Square Partners
California
$85.4M +$76.6M +461,225 New
JP Morgan Chase
14
JP Morgan Chase
New York
$85M +$22.6M +136,082 +42%
PAMU
15
Pictet Asset Management (UK)
United Kingdom
$80.6M -$11.1M -66,809 -13%
Bank of America
16
Bank of America
North Carolina
$79.9M +$20.6M +124,214 +40%
CWAM
17
Columbia Wanger Asset Management
Illinois
$78.3M -$27.2M -164,036 -28%
Handelsbanken Fonder
18
Handelsbanken Fonder
Sweden
$77M -$5.98M -36,000 -8%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$76.6M -$34.4M -207,137 -33%
Axa
20
Axa
France
$74.2M +$15.8M +94,837 +31%
Norges Bank
21
Norges Bank
Norway
$67.4M +$10.7M +64,255 +21%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$62.8M -$3.7M -22,290 -6%
Prudential Financial
23
Prudential Financial
New Jersey
$61.1M +$8.13M +48,943 +17%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$60.2M +$2.33M +14,020 +5%
Northern Trust
25
Northern Trust
Illinois
$56.8M -$1.06M -6,362 -2%

IPGP Hedge Fund Activity: Q3 2017 in Review

418 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q3 2017, worth a combined $5.68B — up 22% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new IPGP positions and 30 closed out — a net gain of 43 holders — while 134 added to existing stakes and 164 trimmed.

The largest buyer was Jackson Square Partners, opening a new position worth an estimated $76.6M. The largest seller was Fidelity Investments, cutting an estimated $118M.

  • 418 institutional investors held IPG Photonics (IPGP) as of Q3 2017, up from 381 in Q2 2017.
  • Funds reported $5.68B of IPG Photonics stock for Q3 2017, up 22% quarter-over-quarter.
  • 73 funds opened new IPG Photonics positions in Q3 2017 and 30 closed out, a net change of +43 holders.
  • The largest IPG Photonics buyer in Q3 2017 was Jackson Square Partners, an estimated $76.6M added.
  • The largest IPG Photonics seller in Q3 2017 was Fidelity Investments, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2017.