IRBT icon

iRobot
IRBT

Overview Fund Activity

247 hedge funds and large institutions have $2.07B invested in iRobot in 2017 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+18
Holders Change %
+7.86%
% of All Funds
6.17%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
50
Increased
82
Reduced
84
Closed
32
Calls
$38.9M
Puts
$202M
Net Calls
-$163M
Net Calls Change
-$160M

Top Buyers

1
SoftBank Group
SoftBank Group
Japan
+$115M
2
BlackRock
BlackRock
New York
+$37.7M
3
JIM
Jupiter Investment Management
United Kingdom
+$29.5M
4
State Street
State Street
Massachusetts
+$24.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$23.3M

Top Sellers

1
CWAM
Columbia Wanger Asset Management
Illinois
-$79.9M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
-$37.9M
3
KCM
Kennedy Capital Management
Missouri
-$21.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$14.6M
5
CGT
Capital Guardian Trust
California
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
226
Simplex Trading
Illinois
$16K -$286K -3,581 -95%
SA
227
SpiderRock Advisors
Delaware
$15K – – –
Ohio Public Employees Retirement System (OPERS)
228
Ohio Public Employees Retirement System (OPERS)
Ohio
$14K +$14K +172 New
Nisa Investment Advisors
229
Nisa Investment Advisors
Missouri
$13K +$4.06K +50 +45%
BFEC
230
Benjamin F. Edwards & Company
Missouri
$13K +$13K +150 New
Envestnet Asset Management
231
Envestnet Asset Management
Illinois
$12K -$11.2K -140 -48%
CFD
232
Creative Financial Designs
Indiana
$11K -$17.6K -200 -62%
HFM
233
Hartford Financial Management
Connecticut
$10K – – –
SHJ
234
Sharkey, Howes & Javer
Colorado
$8K – – –
First Manhattan
235
First Manhattan
New York
$8K – – –
PCM
236
Prelude Capital Management
New York
$8K +$8K +90 New
WAM
237
Wealthspire Advisors (Maryland)
Maryland
$8K +$8K +100 New
IIC
238
Integrated Investment Consultants
Michigan
$5K -$1.36K -15 -21%
VCM
239
Versant Capital Management
Arizona
$5K -$410 -5 -8%
GEA
240
Glen Eagle Advisors
New Jersey
$2.95K -$3.37K -40 -53%
DAM
241
Delta Asset Management
Tennessee
$2K – – –
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$2K – – –
SBL
243
Sargent Bickham Lagudis
Colorado
$2K +$2K +18 New
HR
244
Howe & Rusling
New York
$2K +$2K +25 New
PFBT
245
Parkside Financial Bank & Trust
Missouri
$1K – – –
TWA
246
TCI Wealth Advisors
Arizona
$1K +$1K +9 New
CGT
247
Capital Guardian Trust
California
– -$14M -212,164 Closed
Westfield Capital Management
248
Westfield Capital Management
Massachusetts
– -$10.7M -161,338 Closed
CAM
249
Cortina Asset Management
Wisconsin
– -$4.36M -65,917 Closed
CS
250
Candriam SCA
Luxembourg
– -$3.7M -55,964 Closed
8 9
10
11 12