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IPG Photonics

427 hedge funds and large institutions have $5.04B invested in IPG Photonics in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 135 increasing their positions, 145 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

7% more capital invested

Capital invested by funds: $4.72B → $5.04B (+$317M)

4% more funds holding

Funds holding: 410427 (+17)

0.02% more ownership

Funds ownership: 65.5%65.52% (+0.02%)

7% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 145

54% less call options, than puts

Call options by funds: $30.9M | Put options by funds: $66.7M

Holders
427
Holders Change
+17
Holders Change %
+4.15%
% of All Funds
8.41%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
60
Increased
135
Reduced
145
Closed
35
Calls
$30.9M
Puts
$66.7M
Net Calls
-$35.8M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$560M +$2.62M +18,826 +0.5%
BlackRock
2
BlackRock
New York
$351M +$5.14M +36,891 +2%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$237M -$1.42M -10,220 -0.6%
AllianceBernstein
4
AllianceBernstein
Tennessee
$225M -$5.04M -36,241 -2%
Lazard Asset Management
5
Lazard Asset Management
New York
$217M +$2.57M +18,487 +1%
State Street
6
State Street
Massachusetts
$210M +$3.98M +28,588 +2%
Invesco
7
Invesco
Georgia
$176M +$944K +6,785 +0.6%
PAMU
8
Pictet Asset Management (UK)
United Kingdom
$159M +$36.5M +262,257 +31%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$104M -$2.79M -20,018 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
10
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$95.1M -$10.4M -74,803 -10%
EAM
11
Eagle Asset Management
Florida
$93.2M +$1.04M +7,466 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$89M +$2.25M +16,188 +3%
ClearBridge Investments
13
ClearBridge Investments
New York
$79.3M +$81K +582 +0.1%
Morgan Stanley
14
Morgan Stanley
New York
$78.8M +$66.3M +476,146 +707%
CTA
15
Carillon Tower Advisers
Florida
$76.8M
Deutsche Bank
16
Deutsche Bank
Germany
$76.6M +$13.3M +95,360 +22%
JSP
17
Jackson Square Partners
California
$74.7M
UBS AM
18
UBS AM
Illinois
$73.1M +$4.09M +29,354 +6%
Norges Bank
19
Norges Bank
Norway
$69.3M
Fundsmith LLP
20
Fundsmith LLP
United Kingdom
$66.6M +$9.31M +66,904 +17%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$59.9M +$81.3K +584 +0.1%
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$57.5M -$3.2M -22,980 -6%
Northern Trust
23
Northern Trust
Illinois
$55.8M +$523K +3,756 +1%
Axa
24
Axa
France
$53.6M -$792K -5,690 -2%
DGI
25
Disciplined Growth Investors
Minnesota
$53M +$1.61M +11,553 +3%