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iRobot
IRBT

Overview Fund Activity

232 hedge funds and large institutions have $1.78B invested in iRobot in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 59 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-22
Holders Change %
-8.66%
% of All Funds
5.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
40
Increased
80
Reduced
59
Closed
60
Calls
$124M
Puts
$334M
Net Calls
-$210M
Net Calls Change
-$38.5M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$43.5M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$22.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$20M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$18.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$17.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$66.5M
2
GGHC
Gilder Gagnon Howe & Co
New York
-$46.6M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$26.6M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$23.8M
5
State Street
State Street
Massachusetts
-$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
176
Advisory Services Network
Georgia
$81K – – –
MOACM
177
Mutual of America Capital Management
New York
$64K +$1.79K +29 +3%
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$58K +$9.2K +150 +19%
PVH
179
Psagot Value Holdings
Israel
$50K – – –
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$44K – – –
LWCFA
181
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43K – – –
Ohio Public Employees Retirement System (OPERS)
182
Ohio Public Employees Retirement System (OPERS)
Ohio
$42K +$4.82K +79 +13%
NCM
183
Nelson Capital Management
California
$40K – – –
SWA
184
Sutton Wealth Advisors
Florida
$39.2K – – –
LF
185
Lee Financial
Texas
$32K – – –
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$31K – – –
TCOV
187
Trust Company of Vermont
Vermont
$31K – – –
PFGIA
188
Patriot Financial Group Insurance Agency
Massachusetts
$30K +$3.09K +50 +11%
GRP
189
Global Retirement Partners
California
$30K +$30K +490 New
CIAS
190
Capital Investment Advisory Services
North Carolina
$29K – – –
RWA
191
Ropes Wealth Advisors
Massachusetts
$22K -$62.9K -1,000 -74%
1IA
192
1834 Investment Advisors
Wisconsin
$19K – – –
APA
193
American Portfolios Advisors
New York
$18.5K – – –
KFS
194
Kelly Financial Services
Massachusetts
$15.4K – – –
OIA
195
Optimum Investment Advisors
Illinois
$12K – – –
S
196
SignatureFD
Georgia
$10K -$62 -1 -0.6%
KTC
197
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$10K +$1.88K +30 +23%
SF
199
Synovus Financial
Georgia
$7K – – –
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7K +110 New
6 7
8
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