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iRobot
IRBT

Overview Fund Activity

247 hedge funds and large institutions have $2.07B invested in iRobot in 2017 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+18
Holders Change %
+7.86%
% of All Funds
6.17%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
50
Increased
82
Reduced
84
Closed
32
Calls
$38.9M
Puts
$202M
Net Calls
-$163M
Net Calls Change
-$160M

Top Buyers

1
SoftBank Group
SoftBank Group
Japan
+$115M
2
BlackRock
BlackRock
New York
+$37.7M
3
JIM
Jupiter Investment Management
United Kingdom
+$29.5M
4
State Street
State Street
Massachusetts
+$24.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$23.3M

Top Sellers

1
CWAM
Columbia Wanger Asset Management
Illinois
-$79.9M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
-$37.9M
3
KCM
Kennedy Capital Management
Missouri
-$21.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$14.6M
5
CGT
Capital Guardian Trust
California
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
176
HSBC Holdings
United Kingdom
$288K +$288K +3,412 New
EVM
177
Eaton Vance Management
Massachusetts
$277K +$277K +3,297 New
Commonwealth Equity Services
178
Commonwealth Equity Services
Massachusetts
$268K +$268K +3,180 New
CBA
179
Coastal Bridge Advisors
Connecticut
$257K – – –
NA
180
Neuburgh Advisers
California
$257K +$97.1K +1,156 +61%
NIPH
181
NN Investment Partners Holdings
Netherlands
$255K +$255K +3,035 New
NIM
182
Needham Investment Management
New York
$252K -$84K -1,000 -25%
MWM
183
Modera Wealth Management
New Jersey
$252K +$252K +3,000 New
LTFS
184
Ladenburg Thalmann Financial Services
Florida
$243K +$114K +1,341 +89%
CFA
185
Cahill Financial Advisors
Minnesota
$242K -$50.5K -600 -17%
M&T Bank
186
M&T Bank
New York
$235K +$235K +2,792 New
IR
187
Invictus RG
Bermuda
$233K -$115K -1,369 -33%
ProShare Advisors
188
ProShare Advisors
Maryland
$231K -$82.3K -978 -26%
Victory Capital Management
189
Victory Capital Management
Texas
$221K +$33.1K +392 +18%
LIA
190
LS Investment Advisors
Michigan
$217K -$1.68K -20 -0.8%
FCM
191
Flinton Capital Management
Pennsylvania
$212K +$80.1K +952 +61%
AIP
192
Ameritas Investment Partners
Nebraska
$195K – – –
SO
193
STRS Ohio
Ohio
$185K +$185K +2,200 New
VFA
194
Virtus Fund Advisers
Connecticut
$181K +$181K +2,169 New
IA
195
IFP Advisors
Florida
$174K +$23.2K +275 +15%
TAM
196
Tyers Asset Management
Texas
$167K +$63.1K +748 +61%
NFG
197
Next Financial Group
Texas
$159K +$9.25K +110 +6%
FPF
198
FNY Partners Fund
New York
$143K +$143K +1,700 New
RCM
199
Riverhead Capital Management
Delaware
$140K +$55.9K +665 +67%
GHCM
200
Glen Harbor Capital Management
California
$121K +$45.7K +544 +61%
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