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

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
2
State Street
State Street
Massachusetts
$51.3M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$7.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
XK
176
Xact Kapitalforvaltning
Sweden
$204K +$204K +2,658 New
JG
177
Jefferies Group
New York
$200K -$230K -3,000 -53%
CG
178
Cutler Group
California
$187K -$3.02M -39,554 -94%
AIP
179
Ameritas Investment Partners
Nebraska
$178K – – –
RCM
180
Riverhead Capital Management
Delaware
$172K +$23.1K +300 +16%
LIA
181
LS Investment Advisors
Michigan
$166K -$74.5K -969 -31%
GHCM
182
Glen Harbor Capital Management
California
$152K +$19.6K +256 +15%
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$152K +$152K +1,986 New
VFA
184
Virtus Fund Advisers
Connecticut
$144K -$12.2K -159 -8%
IA
185
IFP Advisors
Florida
$108K -$92K -1,205 -46%
Victory Capital Management
186
Victory Capital Management
Texas
$95K +$8.31K +108 +10%
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$94K +$22.9K +300 +32%
RWA
188
Ropes Wealth Advisors
Massachusetts
$92K +$76.7K +1,000 +500%
SWP
189
Stratos Wealth Partners
Ohio
$79K +$79K +1,033 New
GWM
190
Geneos Wealth Management
Colorado
$62K +$34K +450 +122%
TCOV
191
Trust Company of Vermont
Vermont
$61K -$3.81K -50 -6%
II
192
Inspire Investing
Idaho
$57K +$57K +746 New
AG
193
Advisor Group
Arizona
$54K -$15.3K -200 -22%
SWA
194
Sutton Wealth Advisors
Florida
$48.7K – – –
LWCFA
195
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46K – – –
Ohio Public Employees Retirement System (OPERS)
196
Ohio Public Employees Retirement System (OPERS)
Ohio
$45K +$19.1K +251 +74%
GT
197
Glenmede Trust
Pennsylvania
$44K -$2.66K -35 -6%
WWM
198
Wagner Wealth Management
South Carolina
$41K +$41K +500 New
LF
199
Lee Financial
Texas
$40K – – –
GRP
200
Global Retirement Partners
California
$38K +$38K +490 New
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8
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