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iRobot
IRBT

Overview Fund Activity

296 hedge funds and large institutions have $3.48B invested in iRobot in 2019 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 77 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+42
Holders Change %
+16.54%
% of All Funds
6.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
68
Increased
77
Reduced
90
Closed
25
Calls
$89.3M
Puts
$229M
Net Calls
-$140M
Net Calls Change
+$65.7M

Top Buyers

1
GGHC
Gilder Gagnon Howe & Co
New York
+$87.5M
2
Goldman Sachs
Goldman Sachs
New York
+$70.8M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$46.7M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$46.7M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$23.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$84.3M
2
CS
Credit Suisse
Switzerland
-$37M
3
UBS Group
UBS Group
Switzerland
-$34.4M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$25M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFWA
251
RPg Family Wealth Advisory
Massachusetts
$14K +$14K +119 New
SF
252
Synovus Financial
Georgia
$14K – – –
GWM
253
Geneos Wealth Management
Colorado
$13K -$38.4K -340 -75%
VFA
254
Valeo Financial Advisors
Indiana
$13K +$13K +112 New
SHJ
255
Sharkey, Howes & Javer
Colorado
$12K – – –
RIA
256
RPG Investment Advisory
California
$11K -$7.94K -65 -42%
LC
257
Lindbrook Capital
California
$11K – – –
SFA
258
Semmax Financial Advisors
North Carolina
$10K – – –
FHA
259
First Horizon Advisors
Tennessee
$9K – – –
PA
260
Parallel Advisors
California
$9K +$9K +73 New
WEC
261
Winslow Evans & Crocker
Massachusetts
$8K +$1.55K +12 +24%
Twin Tree Management
262
Twin Tree Management
Texas
$8K +$8K +66 New
AQA
263
Alpha Quant Advisors
Texas
$7K – – –
CFD
264
Creative Financial Designs
Indiana
$7K +$7K +63 New
BBHC
265
Brown Brothers Harriman & Co
New York
$6K – – –
RIA
266
Realta Investment Advisors
Delaware
$6K +$6K +50 New
First Manhattan
267
First Manhattan
New York
$5K -$5K -50 -50%
AIM
268
Advantage Investment Management
Iowa
$5K -$625 -5 -11%
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$5K – – –
WAP
270
Wealthcare Advisory Partners
Pennsylvania
$5K – – –
SWP
271
Strategic Wealth Partners
Ohio
$5K – – –
WCG
272
Weaver Consulting Group
California
$5K +$5K +60 New
MNBTD
273
Moody National Bank Trust Division
Texas
$4K -$2.3K -19 -37%
HR
274
Howe & Rusling
New York
$4K – – –
QCG
275
Quadrant Capital Group
Ohio
$4K – – –
9 10
11
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