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iRobot
IRBT

Overview Fund Activity

241 hedge funds and large institutions have $2.01B invested in iRobot in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 86 increasing their positions, 70 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
5.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
52
Increased
86
Reduced
70
Closed
50
Calls
$68.1M
Puts
$62.7M
Net Calls
+$5.43M
Net Calls Change
+$54.3M

Top Buyers

1
Primecap Management
1
Primecap Management
California
$52.4M
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$76.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$38.9M
4
JIM
4
Jupiter Investment Management
United Kingdom
$52.9M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$27.2M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
State Street
2
State Street
Massachusetts
$51.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$14.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
GES
26
GO ETF Solutions
United Kingdom
$20.3M +$8.49M +110,632 +72%
Goldman Sachs
27
Goldman Sachs
New York
$18.7M -$168K -2,194 -0.9%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$18.4M -$2.87M -37,458 -13%
Principal Financial Group
29
Principal Financial Group
Iowa
$18.4M +$572K +7,452 +3%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$14.6M -$20.8M -271,833 -59%
Ameriprise
31
Ameriprise
Minnesota
$14.2M -$1.07M -13,969 -7%
MCM
32
Moore Capital Management
New York
$13.4M +$13.4M +175,000 New
Deutsche Bank
33
Deutsche Bank
Germany
$13.2M +$178K +2,319 +1%
CBT
34
Capital Bank & Trust
California
$12.5M – – –
Charles Schwab
35
Charles Schwab
California
$11.5M +$962K +12,547 +9%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$11.3M +$10.3M +134,803 +1,090%
SAM
37
Shell Asset Management
Netherlands
$10.3M – – –
Barclays
38
Barclays
United Kingdom
$10.1M +$7.45M +97,060 +285%
AC
39
Armistice Capital
New York
$9.82M -$307K -4,000 -3%
KCM
40
Kennedy Capital Management
Missouri
$9.76M +$9.76M +127,259 New
Allianz Asset Management
41
Allianz Asset Management
Germany
$9.72M +$8.81M +114,911 +978%
CS
42
Candriam SCA
Luxembourg
$9.71M +$9.71M +126,601 New
TCIM
43
TIAA CREF Investment Management
New York
$9.45M -$2.13M -27,738 -18%
AAMU
44
AEGON Asset Management (UK)
United Kingdom
$7.8M – – –
Fidelity Investments
45
Fidelity Investments
Massachusetts
$7.42M -$20.1M -261,725 -73%
Federated Hermes
46
Federated Hermes
Pennsylvania
$6.31M +$423K +5,516 +7%
USAA
47
United Services Automobile Association
Texas
$5.87M +$5.87M +76,509 New
UBS Group
48
UBS Group
Switzerland
$5.71M +$2.62M +34,190 +85%
SV
49
Sturgeon Ventures
United Kingdom
$5.45M +$5.45M +59,200 New
SIM
50
Spark Investment Management
New York
$4.92M +$1.1M +14,300 +29%
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