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IPG Photonics

382 hedge funds and large institutions have $5.82B invested in IPG Photonics in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 132 increasing their positions, 137 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $22.8M

6% more capital invested

Capital invested by funds: $5.5B → $5.82B (+$318M)

0.39% less ownership

Funds ownership: 64.75%64.36% (-0.39%)

4% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 137

7% less funds holding

Funds holding: 410382 (-28)

50% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 54

Holders
382
Holders Change
-28
Holders Change %
-6.83%
% of All Funds
7.71%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
27
Increased
132
Reduced
137
Closed
54
Calls
$25.5M
Puts
$22.8M
Net Calls
+$2.69M
Net Calls Change
+$9.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$651M -$11.3M -68,637 -2%
AllianceBernstein
2
AllianceBernstein
Tennessee
$499M +$137M +830,499 +39%
BlackRock
3
BlackRock
New York
$409M -$408K -2,475 -0.1%
First Eagle Investment Management
4
First Eagle Investment Management
New York
$277M -$2.51M -15,235 -0.9%
State Street
5
State Street
Massachusetts
$241M -$5.17M -31,334 -2%
Invesco
6
Invesco
Georgia
$236M +$744K +4,507 +0.3%
PAMU
7
Pictet Asset Management (UK)
United Kingdom
$178M -$8.2M -49,710 -5%
Sumitomo Mitsui Trust Group
8
Sumitomo Mitsui Trust Group
Japan
$167M -$5.02M -30,401 -3%
Lazard Asset Management
9
Lazard Asset Management
New York
$146M -$28.5M -172,551 -17%
Artisan Partners
10
Artisan Partners
Wisconsin
$131M +$87.5M +530,166 +219%
Impax Asset Management Group
11
Impax Asset Management Group
United Kingdom
$127M +$67.5M +408,820 +119%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$118M -$5.58M -33,806 -5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$107M +$577K +3,497 +0.6%
Fundsmith LLP
14
Fundsmith LLP
United Kingdom
$106M +$8.53M +51,681 +9%
Caisse de Depot et Placement du Quebec (CDPQ)
15
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$105M +$11.4M +68,912 +13%
Axa
16
Axa
France
$77.6M +$6.37M +38,569 +9%
Norges Bank
17
Norges Bank
Norway
$68.9M -$3.3M -20,000 -5%
Northern Trust
18
Northern Trust
Illinois
$66M +$126K +763 +0.2%
UBS AM
19
UBS AM
Illinois
$62.8M -$46.4M -281,232 -43%
Victory Capital Management
20
Victory Capital Management
Texas
$62M +$2.42M +14,638 +4%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$60.9M +$447K +2,711 +0.8%
Baillie Gifford & Co
22
Baillie Gifford & Co
United Kingdom
$56.9M +$1.84M +11,170 +3%
Legal & General Group
23
Legal & General Group
United Kingdom
$50.7M +$1.96M +11,894 +4%
Goldman Sachs
24
Goldman Sachs
New York
$49.9M +$8.2M +49,656 +20%
AAM
25
Ardevora Asset Management
United Kingdom
$49.3M +$809K +4,900 +2%

IPGP Hedge Fund Activity: Q3 2020 in Review

382 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q3 2020, worth a combined $5.82B — up 5.8% from $5.5B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of IPGP and 27 opened new positions — a net loss of 27 holders — while 137 trimmed existing stakes and 132 added.

The largest buyer was AllianceBernstein, adding an estimated $137M. The largest seller was Fidelity Investments, cutting an estimated $75.9M.

  • 382 institutional investors held IPG Photonics (IPGP) as of Q3 2020, down from 410 in Q2 2020.
  • Funds reported $5.82B of IPG Photonics stock for Q3 2020, up 5.8% quarter-over-quarter.
  • 27 funds opened new IPG Photonics positions in Q3 2020 and 54 closed out, a net change of -27 holders.
  • The largest IPG Photonics buyer in Q3 2020 was AllianceBernstein, an estimated $137M added.
  • The largest IPG Photonics seller in Q3 2020 was Fidelity Investments, an estimated $75.9M sold.

Based on aggregated 13F filings for Q3 2020.