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iRobot
IRBT

Overview Fund Activity

178 hedge funds and large institutions have $773M invested in iRobot in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-5
Holders Change %
-2.73%
% of All Funds
4.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
51
Reduced
75
Closed
20
Calls
$7.92M
Puts
$4.71M
Net Calls
+$3.21M
Net Calls Change
-$7.72M

Top Buyers

1
CWAM
Columbia Wanger Asset Management
Illinois
$65.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$10.7M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$24.3M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$5.65M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$10.8M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
2
Morgan Stanley
Morgan Stanley
New York
$1.58M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$45.8M
4
GC
Guggenheim Capital
Illinois
$8.54M
5
Invesco
Invesco
Georgia
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
IFP Advisors
Florida
$24K -$180K -1,500 -88%
SWA
152
Sutton Wealth Advisors
Florida
$22.4K +$22.4K +635 New
Creative Planning
153
Creative Planning
Kansas
$21K -$2.9K -83 -12%
LWCFA
154
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K – – –
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$21K +$21K +600 New
AIM
156
Acrospire Investment Management
Illinois
$18K +$18K +500 New
FHA
157
First Horizon Advisors
Tennessee
$16K +$16K +447 New
TDC
158
Thompson Davis & Co
Virginia
$9K – – –
PG
159
Patten Group
Tennessee
$7.94K – – –
Geode Capital Management
160
Geode Capital Management
Massachusetts
$7.18K -$231 -6,541 -3%
NFG
161
Next Financial Group
Texas
$7K -$12.3K -350 -64%
AC
162
Alexandria Capital
Virginia
$7K – – –
RWA
163
Ropes Wealth Advisors
Massachusetts
$7K +$7K +200 New
BBHC
164
Brown Brothers Harriman & Co
New York
$5K – – –
ASN
165
Advisory Services Network
Georgia
$5K – – –
Parallax Volatility Advisers
166
Parallax Volatility Advisers
California
$4K -$58.5K -1,769 -94%
HFM
167
Hartford Financial Management
Connecticut
$4K – – –
MWP
168
MYCIO Wealth Partners
Pennsylvania
$4K – – –
SHJ
169
Sharkey, Howes & Javer
Colorado
$4K – – –
DLHL
170
Donald L. Hagan LLC
Florida
$4K +$4K +100 New
TRCT
171
Tower Research Capital (TRC)
New York
$4K +$4K +100 New
FCCM
172
First City Capital Management
Georgia
$3.53K -$3.53K -100 -50%
VIA
173
Vident Investment Advisory
Georgia
$3.48K +$1.61K +45,608 +86%
MFS
174
MSI Financial Services
Massachusetts
$2K -$21.3K -564 -91%
Federated Hermes
175
Federated Hermes
Pennsylvania
$1K -$3.9K -160 -80%
4 5 6
7
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