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iRobot
IRBT

Overview Fund Activity

163 hedge funds and large institutions have $139M invested in iRobot in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-2
Holders Change %
-1.21%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
30
Increased
53
Reduced
44
Closed
31
Calls
$18M
Puts
$11.7M
Net Calls
+$6.29M
Net Calls Change
+$6.59M

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$3.1M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$7.78M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.14M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$4.46M
5
UBS Group
5
UBS Group
Switzerland
$1.72M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$5.2M
2
Primecap Management
2
Primecap Management
California
$2.36M
3
CM
3
Caption Management
Oklahoma
$20.9K
4
Millennium Management
4
Millennium Management
New York
$373K
5
Bank of America
5
Bank of America
North Carolina
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
126
Stephens Consulting
Michigan
$1.94K – – –
BF
127
BOK Financial
Oklahoma
$1.78K – – –
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$1.56K -$10.8K -1,000 -87%
S
129
SignatureFD
Georgia
$1.55K +$752 +97 +94%
WWA
130
Wingate Wealth Advisors
Massachusetts
$1.55K +$1.55K +200 New
AF
131
Allworth Financial
California
$1.39K -$1.78K -225 -56%
CPA
132
Compass Planning Associates
Massachusetts
$1.33K +$1.33K +172 New
RIL
133
Rothschild Investment LLC
Illinois
$1.24K +$969 +125 +357%
FFO
134
Fortitude Family Office
Arizona
$1.19K +$1.19K +153 New
MSG
135
Main Street Group
Virginia
$1.16K – – –
Bessemer Group
136
Bessemer Group
New Jersey
$1K – – –
FIA
137
FNY Investment Advisers
New York
$1K – – –
IA
138
IFP Advisors
Florida
$915 -$105 -11 -10%
DFC
139
DB Fitzpatrick & Co
Idaho
$891 -$542 -70 -38%
BWL
140
Bogart Wealth LLC
Virginia
$845 – – –
BBPWM
141
Blue Bell Private Wealth Management
Pennsylvania
$798 – – –
HI
142
Harbour Investments
Wisconsin
$775 – – –
NA
143
NewEdge Advisors
Louisiana
$775 – – –
TCM
144
Tradewinds Capital Management
Washington
$775 +$775 +100 New
LWMI
145
Legacy Wealth Management (Idaho)
Idaho
$767 – – –
LIS
146
Legacy Investment Solutions
Idaho
$767 – – –
CIAM
147
Caitong International Asset Management
Hong Kong
$566 +$566 +73 New
EWA
148
EverSource Wealth Advisors
Alabama
$504 +$85 +11 +20%
CFS
149
CGC Financial Services
Oregon
$411 – – –
BBHC
150
Brown Brothers Harriman & Co
New York
$403 – – –
4 5
6
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