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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 %
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$26K -$41.1K -540 -61%
1IA
202
1834 Investment Advisors
Wisconsin
$23K +$23K +300 New
TRCT
203
Tower Research Capital (TRC)
New York
$18K -$773K -10,309 -98%
PG
204
Patten Group
Tennessee
$17K – – –
GEA
205
Glen Eagle Advisors
New Jersey
$16.5K -$1.92K -25 -10%
PHK
206
Point72 Hong Kong
Hong Kong
$15K -$18.4K -233 -55%
TDC
207
Thompson Davis & Co
Virginia
$15K -$7.5K -100 -33%
WAM
208
Wealthspire Advisors (Maryland)
Maryland
$15K +$4.92K +65 +49%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$14K -$2.41K -32 -15%
WTC
210
WhitTier Trust Company
Nevada
$13K – – –
CFD
211
Creative Financial Designs
Indiana
$13K +$7.98K +100 +159%
RIA
212
RPG Investment Advisory
California
$13K +$13K +175 New
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$12K – – –
PFGIA
214
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$12K +150 New
KTC
215
Kistler-Tiffany Companies
Pennsylvania
$10K +$7.22K +91 +260%
Envestnet Asset Management
216
Envestnet Asset Management
Illinois
$8K -$231 -3 -3%
SHJ
217
Sharkey, Howes & Javer
Colorado
$8K – – –
SWM
218
SeaCrest Wealth Management
New York
$8K +$8K +100 New
RFA
219
Reilly Financial Advisors
California
$8K +$8K +100 New
First Manhattan
220
First Manhattan
New York
$7K – – –
FGC
221
Financial Gravity Companies
Texas
$7K +$7K +82 New
RE
222
RBC Europe
United Kingdom
$6.14K – – –
NCM
223
Nelson Capital Management
California
$5K -$50.9K -651 -91%
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$5K +$2.05K +25 +69%
AIM
225
Advantage Investment Management
Iowa
$5K +$5K +60 New
7 8
9
10 11