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Intrepid Potash
IPI

Overview Fund Activity

156 hedge funds and large institutions have $982M invested in Intrepid Potash in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 21 closing their positions.

Holders
156
Holders Change
-4
Holders Change %
-2.5%
% of All Funds
4.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
18
Increased
59
Reduced
54
Closed
21
Calls
$15.8M
Puts
$20.1M
Net Calls
-$4.35M
Net Calls Change
+$16.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$102M
2
TAM
2
THB Asset Management
Connecticut
$19.3M
3
O
3
OppenheimerFunds
New York
$8.24M
4
MVM
4
McClain Value Management
Connecticut
$15.8M
5
WC
5
Walthausen & Co
New York
$17.7M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$0
2
Parnassus Investments
2
Parnassus Investments
California
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.05M
4
Ameriprise
4
Ameriprise
Minnesota
$3.97M
5
AR
5
Advisory Research
Illinois
$84.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
1
Southernsun Asset Management
Tennessee
$121M 7,663,687 -9,048 -0.1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$102M 6,413,608 +2,619,892 +69%
HA
3
Heartland Advisors
Wisconsin
$90.2M 5,693,474 +298,735 +6%
AR
4
Advisory Research
Illinois
$84.2M 5,314,567 -609,337 -10%
KI
5
Koch Industries
Kansas
$82.4M 5,200,000 – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$49.4M 3,121,625 +192,173 +7%
BFA
7
BlackRock Fund Advisors
California
$39.4M 2,489,676 +78,801 +3%
State Street
8
State Street
Massachusetts
$26.4M 1,663,921 -49,098 -3%
Artisan Partners
9
Artisan Partners
Wisconsin
$26.1M 1,647,977 -37,518 -2%
BIT
10
BlackRock Institutional Trust
California
$25.5M 1,607,746 +76,205 +5%
TAM
11
THB Asset Management
Connecticut
$19.3M 1,220,523 +1,160,923 +1,948%
WC
12
Walthausen & Co
New York
$17.7M 1,118,410 +361,210 +48%
LAM
13
Lapides Asset Management
Connecticut
$17.4M 1,098,500 -72,900 -6%
Northern Trust
14
Northern Trust
Illinois
$17M 1,071,398 +5,541 +0.5%
MVM
15
McClain Value Management
Connecticut
$15.8M 1,000,196 +374,209 +60%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$13.2M 834,425 +88,041 +12%
WI
17
WHV Investments
California
$13M 818,647 -59,700 -7%
RRAM
18
River Road Asset Management
Kentucky
$12.3M 773,350 +39,877 +5%
IMOV
19
Investment Management of Virginia
Virginia
$11.7M 741,300 +74,155 +11%
RA
20
Royce & Associates
New York
$10.7M 672,700 -83,100 -11%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$10.6M 666,582 -21,543 -3%
JHIU
22
Janus Henderson Investors US
Colorado
$8.33M 525,963 -330,304 -39%
O
23
OppenheimerFunds
New York
$8.24M 520,431 +520,431 New
Norges Bank
24
Norges Bank
Norway
$7.97M 503,346 – –
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$7.09M 447,690 -14,210 -3%
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