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iRobot
IRBT

Overview Fund Activity

219 hedge funds and large institutions have $852M invested in iRobot in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 67 reducing their positions, and 47 closing their positions.

Holders
219
Holders Change
-23
Holders Change %
-9.5%
% of All Funds
3.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
70
Reduced
67
Closed
47
Calls
$35M
Puts
$48.1M
Net Calls
-$13M
Net Calls Change
+$62M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.9M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$30.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$6.89M
5
VIA
5
Vident Investment Advisory
Georgia
$19.3M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$3.34M
2
Primecap Management
2
Primecap Management
California
$81.7M
3
KHCM
3
Kettle Hill Capital Management
New York
$0
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$0
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$4K 100 -10,140 -99%
MW
177
Milestone Wealth
New York
$4K 119 -119 -50%
BBPWM
178
Blue Bell Private Wealth Management
Pennsylvania
$4K 103 – –
LFG
179
Larson Financial Group
Missouri
$4K 115 – –
BWL
180
Bogart Wealth LLC
Virginia
$4K 109 – –
TCWM
181
Total Clarity Wealth Management
Illinois
$4K 100 +100 New
HI
182
Harbour Investments
Wisconsin
$4K 100 +100 New
TWC
183
TD Waterhouse Canada
Ontario, Canada
$3.38K 70 +70 New
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$3K 90 +90 New
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$2K 49 -123 -72%
PFBT
186
Parkside Financial Bank & Trust
Missouri
$2K 59 -20 -25%
CWA
187
Clearview Wealth Advisors
Oregon
$2K 48 – –
HFS
188
Hantz Financial Services
Michigan
$2K 50 – –
CFD
189
Creative Financial Designs
Indiana
$2K 63 – –
RA
190
Rise Advisors
New York
$2K 58 – –
BBHC
191
Brown Brothers Harriman & Co
New York
$2K 52 – –
HR
192
Howe & Rusling
New York
$2K 50 +50 New
MCC
193
Money Concepts Capital
Florida
$1K 18 -625 -97%
MCM
194
Manchester Capital Management
Vermont
$1K 16 -349 -96%
VCM
195
Versant Capital Management
Arizona
$1K 34 -16 -32%
LPWM
196
Lake Point Wealth Management
Texas
$1K 20 – –
DFC
197
DB Fitzpatrick & Co
Idaho
$1K 40 – –
STCOSD
198
Sageworth Trust Company of South Dakota
South Dakota
$1K 21 – –
MWA
199
Moser Wealth Advisors
Washington
$1K 20 – –
PCG
200
Private Capital Group
Connecticut
$1K 33 – –
6 7
8
9 10