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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 %
Public Employees Retirement Association of Colorado
176
Public Employees Retirement Association of Colorado
Colorado
$166K – – –
SCM
177
Silvant Capital Management
Georgia
$156K – – –
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$155K +$31.2K +373 +25%
AG
179
Advisor Group
Arizona
$135K -$357K -4,205 -73%
RWA
180
Ropes Wealth Advisors
Massachusetts
$113K – – –
SO
181
STRS Ohio
Ohio
$108K -$24.9K -300 -19%
AF
182
Advisornet Financial
Minnesota
$99K -$97.2K -1,159 -50%
PVH
183
Psagot Value Holdings
Israel
$98K -$25.2K -300 -20%
ASN
184
Advisory Services Network
Georgia
$88K -$249K -2,965 -74%
OIA
185
Optimum Investment Advisors
Illinois
$84K +$67.2K +800 +400%
CFGS
186
Concourse Financial Group Securities
Alabama
$81K +$81K +969 New
PAMU
187
Pictet Asset Management (UK)
United Kingdom
$61.4K +$5.95K +71,075 +11%
Ohio Public Employees Retirement System (OPERS)
188
Ohio Public Employees Retirement System (OPERS)
Ohio
$60K -$3.93K -47 -6%
NCM
189
Nelson Capital Management
California
$60K – – –
MOACM
190
Mutual of America Capital Management
New York
$58K +$14.1K +169 +32%
BAM
191
Bruderman Asset Management
New York
$58K +$58K +696 New
QT
192
Quantbot Technologies
New York
$56K -$278K -3,331 -83%
SWA
193
Sutton Wealth Advisors
Florida
$53.2K – – –
BFEC
194
Benjamin F. Edwards & Company
Missouri
$52K +$2.25K +27 +5%
LWCFA
195
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50K – – –
IA
196
IFP Advisors
Florida
$49K -$48.1K -589 -50%
PCM
197
Prelude Capital Management
New York
$46K +$46K +548 New
LF
198
Lee Financial
Texas
$44K – – –
TCOV
199
Trust Company of Vermont
Vermont
$42K – – –
CIAS
200
Capital Investment Advisory Services
North Carolina
$39K +$39K +466 New
6 7
8
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