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iRobot
IRBT

Overview Fund Activity

218 hedge funds and large institutions have $1.1B invested in iRobot in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 74 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-25
Holders Change %
-10.29%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
26
Increased
61
Reduced
74
Closed
48
Calls
$41.6M
Puts
$90.2M
Net Calls
-$48.6M
Net Calls Change
-$22.6M

Top Buyers

1
Millennium Management
Millennium Management
New York
$14.3M
2
Morgan Stanley
Morgan Stanley
New York
$31.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$8.98M
4
Renaissance Technologies
Renaissance Technologies
New York
$7.62M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$10.7M

Top Sellers

1
MF
Magnetar Financial
Illinois
$18.8M
2
WIC
Water Island Capital
New York
$5.76M
3
AllianceBernstein
AllianceBernstein
Tennessee
$13.3M
4
WP
Woodline Partners
California
$0
5
NAM
Nexpoint Asset Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
201
Blue Trust Inc
Georgia
$1K +$1K +11 New
GRP
202
Global Retirement Partners
California
$838 +$305 +8 +57%
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$786 – – –
SC
204
Schubert & Co
Texas
$568 -$175 -4 -24%
PWMG
205
Prestige Wealth Management Group
New Jersey
$524 +$524 +12 New
JWA
206
JFS Wealth Advisors
Pennsylvania
$481 -$87 -2 -15%
GWS
207
Glassman Wealth Services
Virginia
$436 – – –
MCM
208
Manchester Capital Management
Vermont
$393 -$175 -4 -31%
PFA
209
Pathway Financial Advisers
Indiana
$393 – – –
EI
210
Ellevest Inc
New York
$393 +$393 +9 New
Commonwealth Equity Services
211
Commonwealth Equity Services
Massachusetts
$239 -$1.65K -37,924 -87%
DSC
212
Duncker Streett & Co
Missouri
$218 – – –
SSB
213
Sandy Spring Bank
Maryland
$175 – – –
TWA
214
TCI Wealth Advisors
Arizona
$175 – – –
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$131 +$131 +3 New
PA
216
Parallel Advisors
California
$87 +$87 +2 New
SFM
217
Soros Fund Management
New York
$44 +$44 +1 New
WP
218
Woodline Partners
California
– -$7.6M -158,000 Closed
NAM
219
Nexpoint Asset Management
Texas
– -$6.7M -139,186 Closed
Voloridge Investment Management
220
Voloridge Investment Management
Florida
– -$6.32M -131,345 Closed
NYLIM
221
New York Life Investment Management
New York
– -$5.97M -124,111 Closed
SCS
222
Syquant Capital SAS
France
– -$5.44M -113,000 Closed
E
223
Ergoteles
New York
– -$4.91M -102,011 Closed
WCMNY
224
Westchester Capital Management (New York)
New York
– -$4.41M -91,629 Closed
PAMS
225
Pictet Asset Management (Switzerland)
Switzerland
– -$3.75M -77,889 Closed
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