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iRobot
IRBT

Overview Fund Activity

272 hedge funds and large institutions have $2.16B invested in iRobot in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 67 increasing their positions, 90 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
–
Holders Change %
0%
% of All Funds
5.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
43
Increased
67
Reduced
90
Closed
43
Calls
$188M
Puts
$319M
Net Calls
-$130M
Net Calls Change
-$38.9M

Top Buyers

1
AIM
Anatole Investment Management
Hong Kong
+$40.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$28M
3
BlackRock
BlackRock
New York
+$27.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$17M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$16.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$26.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$17M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$11.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.9M
5
Morgan Stanley
Morgan Stanley
New York
-$9.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
251
First Manhattan
New York
$3K – – –
MF
252
Manchester Financial
California
$3K – – –
NFG
253
Next Financial Group
Texas
$3K +$3K +42 New
TWA
254
TCI Wealth Advisors
Arizona
$2K – – –
ATC
255
Adirondack Trust Company
New York
$2K – – –
MWA
256
Moser Wealth Advisors
Washington
$2K – – –
DAM
257
Delta Asset Management
Tennessee
$2K – – –
TFO
258
Tarbox Family Office
California
$2K – – –
SBL
259
Sargent Bickham Lagudis
Colorado
$2K – – –
PFBT
260
Parkside Financial Bank & Trust
Missouri
$2K +$222 +3 +13%
GWS
261
Glassman Wealth Services
Virginia
$1K – – –
LFG
262
Larson Financial Group
Missouri
$1K – – –
BWA
263
BDO Wealth Advisors
Florida
$1K +$1K +7 New
HPC
264
HM Payson & Co
Maine
$1K +$1K +14 New
Millennium Management
265
Millennium Management
New York
$848 -$11.5K -151,829 -93%
SXL
266
Summit X LLC
Missouri
$228 +$228 +60 New
WIM
267
Westside Investment Management
California
$5 – – –
Jacobs Levy Equity Management
268
Jacobs Levy Equity Management
New Jersey
– -$11.3M -134,183 Closed
GAM
269
GVO Asset Management
Switzerland
– -$7.89M -101,000 Closed
MC
270
Maverick Capital
Texas
– -$5.6M -66,768 Closed
Hotchkis & Wiley Capital Management
271
Hotchkis & Wiley Capital Management
California
– -$4.05M -48,300 Closed
IC
272
IEQ Capital
California
– -$3.12M -37,226 Closed
HF
273
HRT Financial
New York
– -$3M -35,798 Closed
KLC
274
Knowledge Leaders Capital
Colorado
– -$2.83M -33,684 Closed
Allianz Asset Management
275
Allianz Asset Management
Germany
– -$2.23M -26,574 Closed
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