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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 %
BFEC
201
Benjamin F. Edwards & Company
Missouri
$6K -$34.8K -575 -85%
NFG
202
Next Financial Group
Texas
$6K -$600 -10 -9%
GWM
203
Geneos Wealth Management
Colorado
$6K – – –
FANJ
204
Financial Architects (New Jersey)
New Jersey
$6K +$6K +100 New
AF
205
Allworth Financial
California
$6K +$6K +100 New
EWA
206
Evolution Wealth Advisors
Florida
$6K +$6K +100 New
PA
207
Parallel Advisors
California
$5K – – –
WCG
208
Weaver Consulting Group
California
$5K – – –
SPIA
209
Steward Partners Investment Advisory
New York
$5K +$5K +85 New
WEC
210
Winslow Evans & Crocker
Massachusetts
$4K – – –
CFD
211
Creative Financial Designs
Indiana
$4K – – –
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$4K +$1.33K +20 +50%
First Manhattan
213
First Manhattan
New York
$3K – – –
RIA
214
Realta Investment Advisors
Delaware
$3K – – –
BBHC
215
Brown Brothers Harriman & Co
New York
$3K – – –
PFBT
216
Parkside Financial Bank & Trust
Missouri
$2K -$667 -10 -25%
HR
217
Howe & Rusling
New York
$2K – – –
AIM
218
Advantage Investment Management
Iowa
$2K – – –
DAM
219
Delta Asset Management
Tennessee
$2K – – –
ATC
220
Adirondack Trust Company
New York
$2K – – –
HGWM
221
Harvest Group Wealth Management
Massachusetts
$2K +$450 +9 +29%
RCAG
222
Rehmann Capital Advisory Group
Michigan
$1.17K – – –
PCG
223
Private Capital Group
Connecticut
$1K -$450 -9 -31%
QCG
224
Quadrant Capital Group
Ohio
$1K – – –
VCM
225
Versant Capital Management
Arizona
$1K – – –
7 8
9
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