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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 %
Principal Financial Group
26
Principal Financial Group
Iowa
$19.3M +$289K +3,456 +2%
Charles Schwab
27
Charles Schwab
California
$15.7M -$130K -1,547 -0.8%
Goldman Sachs
28
Goldman Sachs
New York
$12.1M -$1.77M -21,091 -13%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$11.8M +$11.7M +139,284 +7,807%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$11.7M -$17.3M -206,617 -60%
CBT
31
Capital Bank & Trust
California
$10.8M – – –
MC
32
Maplelane Capital
New York
$10.7M +$10.7M +128,108 New
GGHC
33
Gilder Gagnon Howe & Co
New York
$8.45M +$2.29M +27,335 +37%
SIM
34
Spark Investment Management
New York
$7.99M +$7.99M +95,400 New
SC
35
Sculptor Capital
New York
$7.67M +$5.44M +65,000 +244%
SAM
36
Shell Asset Management
Netherlands
$7.14M -$1.45M -17,257 -17%
PP
37
PDT Partners
New York
$6.96M +$6.96M +83,117 New
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$6.62M +$1.18M +14,121 +22%
Invesco
39
Invesco
Georgia
$5.99M +$374K +4,466 +7%
TA
40
Teachers Advisors
New York
$5.91M +$112K +1,335 +2%
Marshall Wace
41
Marshall Wace
United Kingdom
$5.89M +$5.89M +70,293 New
TCIM
42
TIAA CREF Investment Management
New York
$5.74M -$141K -1,686 -2%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$5.47M +$258K +3,085 +5%
Nomura Holdings
44
Nomura Holdings
Japan
$5.37M +$531K +6,362 +11%
TI
45
Truehand Inc
New Hampshire
$5.25M +$5.25M +62,705 New
SEI Investments
46
SEI Investments
Pennsylvania
$5.24M – – –
Stifel Financial
47
Stifel Financial
Missouri
$5.05M -$66.6K -796 -1%
KCM
48
Kennedy Capital Management
Missouri
$4.98M +$2.03M +24,237 +69%
Wells Fargo
49
Wells Fargo
California
$4.9M -$1.5M -17,938 -23%
Bank of America
50
Bank of America
North Carolina
$4.87M +$2.91M +34,803 +149%
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