IRBT icon

iRobot

253 hedge funds and large institutions have $3.01B invested in iRobot in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+20
Holders Change %
+8.58%
% of All Funds
5.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
51
Increased
75
Reduced
84
Closed
28
Calls
$106M
Puts
$306M
Net Calls
-$200M
Net Calls Change
-$89.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
201
Nelson Capital Management
California
$79K
SWA
202
Sutton Wealth Advisors
Florida
$69.8K
LWCFA
203
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$66K
BFEC
204
Benjamin F. Edwards & Company
Missouri
$66K +$66K +597 New
LF
205
Lee Financial
Texas
$58K
MOACM
206
Mutual of America Capital Management
New York
$58K +$46.7K +423 +415%
TCOV
207
Trust Company of Vermont
Vermont
$55K -$16.5K -150 -23%
WWM
208
Wagner Wealth Management
South Carolina
$55K
MWM
209
MinichMacGregor Wealth Management
New York
$48K +$48K +433 New
HIIFS
210
Harel Insurance Investments & Financial Services
Israel
$39K +$39K +359 New
1IA
211
1834 Investment Advisors
Wisconsin
$33K
GWM
212
Geneos Wealth Management
Colorado
$28K +$17.6K +160 +168%
PFGIA
213
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$20.5K +185 +370%
WAM
214
Wealthspire Advisors (Maryland)
Maryland
$23K -$1.35K -12 -6%
RFA
215
Reilly Financial Advisors
California
$22K
OIA
216
Optimum Investment Advisors
Illinois
$22K
AIM
217
Advantage Investment Management
Iowa
$22K +$15.4K +141 +235%
SCM
218
Southport Capital Management
Tennessee
$22K +$22K +200 New
JA
219
JOYN Advisors
Georgia
$21K -$8.77K -81 -29%
RIA
220
RPG Investment Advisory
California
$19K -$2.71K -25 -13%
KTC
221
Kistler-Tiffany Companies
Pennsylvania
$18K
PG
222
Patten Group
Tennessee
$16K
WSTAM
223
Wilbanks Smith & Thomas Asset Management
Virginia
$16K +$16K +150 New
MPIA
224
Mountain Pacific Investment Advisers
Idaho
$16K +$16K +150 New
Nisa Investment Advisors
225
Nisa Investment Advisors
Missouri
$14K -$3.23K -30 -19%