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Intrepid Potash

156 hedge funds and large institutions have $1.01B invested in Intrepid Potash in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 48

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

3% more capital invested

Capital invested by funds: $982M → $1.01B (+$27.2M)

0.43% more ownership

Funds ownership: 8.17%8.6% (+0.43%)

0% more funds holding

Funds holding: 156156 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

48% less call options, than puts

Call options by funds: $4.83M | Put options by funds: $9.37M

Holders
156
Holders Change
Holders Change %
0%
% of All Funds
4.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
14
Increased
64
Reduced
48
Closed
12
Calls
$4.83M
Puts
$9.37M
Net Calls
-$4.54M
Net Calls Change
-$189K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Southernsun Asset Management
Tennessee
$115M -$3.09M -20,232 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$97.1M -$2.01M -13,149 -2%
HA
3
Heartland Advisors
Wisconsin
$88M +$11.5K +75 +0%
KI
4
Koch Industries
Kansas
$80.4M
AR
5
Advisory Research
Illinois
$79.4M -$2.69M -17,609 -3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$51M +$2.74M +17,916 +6%
BFA
7
BlackRock Fund Advisors
California
$37M -$1.44M -9,426 -4%
State Street
8
State Street
Massachusetts
$26.2M +$468K +3,061 +2%
BIT
9
BlackRock Institutional Trust
California
$25M +$156K +1,022 +0.6%
Artisan Partners
10
Artisan Partners
Wisconsin
$24.5M -$958K -6,270 -4%
RCM
11
Rutabaga Capital Management
Massachusetts
$22.2M +$21.9M +143,375 New
MVM
12
McClain Value Management
Connecticut
$21.7M +$6.12M +40,074 +40%
Northern Trust
13
Northern Trust
Illinois
$18.9M +$2.28M +14,921 +14%
TAM
14
THB Asset Management
Connecticut
$17.2M -$1.61M -10,554 -9%
KG
15
Killen Group
Pennsylvania
$17.2M +$17M +111,483 New
LAM
16
Lapides Asset Management
Connecticut
$17M +$21.4K +140 +0.1%
WC
17
Walthausen & Co
New York
$16.7M -$623K -4,077 -4%
Stifel Financial
18
Stifel Financial
Missouri
$15.5M +$15.3M +100,274 New
RRAM
19
River Road Asset Management
Kentucky
$15.3M +$3.29M +21,516 +28%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$13.5M +$612K +4,004 +5%
IMOV
21
Investment Management of Virginia
Virginia
$12.7M +$1.19M +7,781 +10%
O
22
OppenheimerFunds
New York
$12M +$3.89M +25,430 +49%
RA
23
Royce & Associates
New York
$11M +$611K +4,000 +6%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$10.6M +$309K +2,021 +3%
Norges Bank
25
Norges Bank
Norway
$7.78M