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iRobot
IRBT

Overview Fund Activity

254 hedge funds and large institutions have $2.33B invested in iRobot in 2018 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
5.67%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
48
Increased
79
Reduced
74
Closed
44
Calls
$72.3M
Puts
$278M
Net Calls
-$206M
Net Calls Change
-$5.95M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$59.1M
2
CS
Credit Suisse
Switzerland
+$28.1M
3
UBS Group
UBS Group
Switzerland
+$23.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.8M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$13.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$49M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$17.3M
3
AAMU
Amundi Asset Management US
Massachusetts
-$15.6M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$13M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
226
Advantage Investment Management
Iowa
$4K -$13.9K -156 -78%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$4K – – –
SWP
228
Strategic Wealth Partners
Ohio
$4K – – –
CAM
229
Cresset Asset Management
Illinois
$4K +$4K +42 New
MNBTD
230
Moody National Bank Trust Division
Texas
$4K +$4K +52 New
BBHC
231
Brown Brothers Harriman & Co
New York
$4K +$4K +52 New
ATC
232
Adirondack Trust Company
New York
$3K – – –
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
QCG
234
Quadrant Capital Group
Ohio
$3K +$1.14K +16 +62%
HR
235
Howe & Rusling
New York
$3K +$3K +30 New
FTI
236
Fiduciary Trust International
Massachusetts
$3K +$3K +34 New
KCM
237
Karp Capital Management
California
$3K +$3K +38 New
DAM
238
Delta Asset Management
Tennessee
$2K – – –
PCG
239
Private Capital Group
Connecticut
$2K – – –
VCM
240
Versant Capital Management
Arizona
$2K – – –
LPWM
241
Lake Point Wealth Management
Texas
$2K +$2K +20 New
GAM
242
Gemmer Asset Management
California
$2K +$2K +24 New
WPA
243
West Paces Advisors
Georgia
$1.76K – – –
RCAG
244
Rehmann Capital Advisory Group
Michigan
$1.59K +$1.59K +19 New
GWS
245
Glassman Wealth Services
Virginia
$1K – – –
RFC
246
Regions Financial Corp
Alabama
$1K – – –
QI
247
QS Investors
New York
$1K – – –
SFSIG
248
San Francisco Sentry Investment Group
California
$1K +$1K +9 New
LFG
249
Larson Financial Group
Missouri
$1K +$1K +11 New
PHK
250
Point72 Hong Kong
Hong Kong
$1K +$1K +17 New
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