IRBT icon

iRobot
IRBT

Overview Fund Activity

233 hedge funds and large institutions have $1.28B invested in iRobot in 2016 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 65 increasing their positions, 69 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+36
Holders Change %
+18.27%
% of All Funds
5.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
64
Increased
65
Reduced
69
Closed
23
Calls
$15.2M
Puts
$10.3M
Net Calls
+$4.85M
Net Calls Change
+$1.98M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$84.1M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$20.1M
3
BFA
BlackRock Fund Advisors
California
$125M
4
BIM
Bogle Investment Management
Massachusetts
$9.41M
5
Morgan Stanley
Morgan Stanley
New York
$13.1M

Top Sellers

1
CWAM
Columbia Wanger Asset Management
Illinois
$72.9M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$32.1M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$8.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
201
Nelson Capital Management
California
$38K -$90.4K -1,549 -70%
SWA
202
Sutton Wealth Advisors
Florida
$37.1K – – –
LWCFA
203
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K – – –
DADC
204
D.A. Davidson & Co
Montana
$33K – – –
LF
205
Lee Financial
Texas
$31K +$31K +525 New
GT
206
Glenmede Trust
Pennsylvania
$29K – – –
FHA
207
First Horizon Advisors
Tennessee
$27K – – –
BJ
208
BlackRock Japan
Japan
$19K +$19K +321 New
CFD
209
Creative Financial Designs
Indiana
$19K +$19K +325 New
PWM
210
Perigon Wealth Management
California
$17K +$17K +301 New
TDC
211
Thompson Davis & Co
Virginia
$15K – – –
PG
212
Patten Group
Tennessee
$14K – – –
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$12K -$24K -400 -67%
AC
214
Alexandria Capital
Virginia
$12K – – –
RWA
215
Ropes Wealth Advisors
Massachusetts
$12K – – –
SEI Investments
216
SEI Investments
Pennsylvania
$9K -$61.8K -1,120 -87%
IUHSA
217
Itau Unibanco Holding S.A.
Brazil
$8K -$3.69K -60 -32%
CCS
218
Crosspoint Capital Strategies
California
$8K +$8K +136 New
HFM
219
Hartford Financial Management
Connecticut
$7K – – –
VCM
220
Versant Capital Management
Arizona
$7K +$3.18K +55 +83%
SHJ
221
Sharkey, Howes & Javer
Colorado
$6K – – –
TIM
222
Tortoise Investment Management
New York
$6K +$6K +100 New
NIT
223
NumerixS Investment Technologies
British Columbia, Canada
$6K +$6K +100 New
MFS
224
MSI Financial Services
Massachusetts
$5K -$79.3K -1,300 -94%
GEA
225
Glen Eagle Advisors
New Jersey
$4.38K +$4.38K +75 New
7 8
9
10 11