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IPG Photonics

326 hedge funds and large institutions have $3.85B invested in IPG Photonics in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 83 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $4.64M

61% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 38

9% more capital invested

Capital invested by funds: $3.54B → $3.85B (+$313M)

7% more funds holding

Funds holding: 305326 (+21)

0.13% less ownership

Funds ownership: 60.08%59.95% (-0.13%)

36% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 130

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
326
Holders Change
+21
Holders Change %
+6.89%
% of All Funds
5.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
61
Increased
83
Reduced
130
Closed
38
Calls
$11.3M
Puts
$4.64M
Net Calls
+$6.64M
Net Calls Change
+$5.7M
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
1
First Eagle Investment Management
New York
$584M -$3.86M -32,734 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$401M +$3.84M +32,553 +1%
BlackRock
3
BlackRock
New York
$392M -$27.7M -235,052 -8%
Lazard Asset Management
4
Lazard Asset Management
New York
$141M -$5.48M -46,508 -4%
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$132M -$5.77M -48,970 -5%
State Street
6
State Street
Massachusetts
$122M -$5.13M -43,524 -5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$107M -$1.75M -14,820 -2%
Invesco
8
Invesco
Georgia
$104M +$6.47M +54,905 +8%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$96.2M +$2.45M +20,791 +3%
Fundsmith LLP
10
Fundsmith LLP
United Kingdom
$76.1M -$34.6M -294,061 -34%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$74.4M +$367K +3,111 +0.6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$71.2M -$7M -59,395 -10%
RS
13
Robeco Schweiz
Switzerland
$65.5M -$1.53M -13,000 -3%
DGI
14
Disciplined Growth Investors
Minnesota
$57.5M -$1.78M -15,089 -3%
Charles Schwab
15
Charles Schwab
California
$52M -$1.42M -12,069 -3%
SPPAM
16
Summit Partners Public Asset Management
Massachusetts
$50.8M +$7.53M +63,873 +21%
Baillie Gifford & Co
17
Baillie Gifford & Co
United Kingdom
$49.9M +$285K +2,419 +0.7%
Caisse de Depot et Placement du Quebec (CDPQ)
18
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$43.5M +$6.89M +58,522 +22%
Citadel Advisors
19
Citadel Advisors
Florida
$43M -$7.8M -66,235 -17%
Norges Bank
20
Norges Bank
Norway
$42.4M -$527K -4,471 -1%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$41.7M +$36M +305,971 +31,190%
PAMP
22
Polar Asset Management Partners
Ontario, Canada
$32.7M +$2.49M +21,100 +10%
TAM
23
Trillium Asset Management
Massachusetts
$32.6M -$113K -963 -0.4%
ICM
24
Invenomic Capital Management
Massachusetts
$32.1M -$170K -1,439 -0.6%
Northern Trust
25
Northern Trust
Illinois
$31.4M -$2.11M -17,932 -7%

IPGP Hedge Fund Activity: Q2 2023 in Review

326 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q2 2023, worth a combined $3.85B — up 8.8% from $3.54B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IPGP positions and 38 closed out — a net gain of 23 holders — while 83 added to existing stakes and 130 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $36M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $34.8M sold.

  • 326 institutional investors held IPG Photonics (IPGP) as of Q2 2023, up from 305 in Q1 2023.
  • Funds reported $3.85B of IPG Photonics stock for Q2 2023, up 8.8% quarter-over-quarter.
  • 61 funds opened new IPG Photonics positions in Q2 2023 and 38 closed out, a net change of +23 holders.
  • The largest IPG Photonics buyer in Q2 2023 was Fidelity Investments, an estimated $36M added.
  • The largest IPG Photonics seller in Q2 2023 was Balyasny Asset Management, an estimated $34.8M sold.

Based on aggregated 13F filings for Q2 2023.