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Intrepid Potash

88 hedge funds and large institutions have $59.8M invested in Intrepid Potash in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 36 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more capital invested

Capital invested by funds: $31.1M → $59.8M (+$28.7M)

69% more call options, than puts

Call options by funds: $425K | Put options by funds: $251K

0.14% more ownership

Funds ownership: 3.62%3.76% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less funds holding

Funds holding: 10488 (-16)

50% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 32

50% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 36

Holders
88
Holders Change
-16
Holders Change %
-15.38%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
18
Reduced
36
Closed
32
Calls
$425K
Puts
$251K
Net Calls
+$174K
Net Calls Change
+$232K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$10.1M +$4.83M +326,390 +204%
Renaissance Technologies
2
Renaissance Technologies
New York
$8.85M +$1.12M +75,455 +22%
WC
3
Walthausen & Co
New York
$6.07M +$667K +45,042 +18%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$3.59M -$592K -40,039 -19%
PCM
5
Portolan Capital Management
Massachusetts
$3.36M +$2.39M +161,360 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.73M -$1.73M -116,592 -47%
KI
7
Koch Industries
Kansas
$2.73M
BIT
8
BlackRock Institutional Trust
California
$2.47M +$514K +34,754 +41%
GLA
9
Great Lakes Advisors
Illinois
$2.21M -$160K -10,828 -9%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.95M +$397K +26,798 +40%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$1.83M +$331K +22,360 +34%
Morgan Stanley
12
Morgan Stanley
New York
$1.31M +$924K +62,419 +11,889%
Ameriprise
13
Ameriprise
Minnesota
$1.17M +$426K +28,759 +104%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.17M -$455K -30,746 -35%
ACH
15
ArrowMark Colorado Holdings
Colorado
$998K -$444 -30 -0.1%
GCP
16
GSA Capital Partners
United Kingdom
$888K +$13.6K +920 +2%
Invesco
17
Invesco
Georgia
$834K -$48K -3,244 -7%
Millennium Management
18
Millennium Management
New York
$797K +$82.8K +5,593 +17%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$738K +$93.9K +6,344 +22%
Macquarie Group
20
Macquarie Group
Australia
$661K -$84.5K -5,709 -15%
RA
21
Royce & Associates
New York
$655K -$206K -13,900 -31%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$634K +$31.5K +2,130 +8%
VKH
23
Virtu KCG Holdings
New York
$373K -$52.1K -3,519 -16%
Northern Trust
24
Northern Trust
Illinois
$349K -$8.35K -564 -3%
BFA
25
BlackRock Fund Advisors
California
$333K -$968K -65,408 -80%