IRIDEX
IRIX
31 hedge funds and large institutions have $32.9M invested in IRIDEX in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 4 closing their positions.
425% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 4
279% more capital inflows, than outflows
Capital inflows: $20.5M | Capital outflows: $5.41M
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
107% more funds holding
Funds holding: 15 → 31 (+16)
16.08% more ownership
Funds ownership: 16.31% → 32.39% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
EAM Investors
Solana Beach,
California
|
+$1.4M |
| 2 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$821K |
| 3 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$705K |
| 4 |
Morgan Stanley
New York
|
+$448K |
| 5 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
+$433K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kennedy Capital Management
St Louis,
Missouri
|
-$4.41M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$913K |
| 3 |
BlackRock Institutional Trust
San Francisco,
California
|
-$47K |
| 4 |
BlackRock Fund Advisors
San Francisco,
California
|
-$29.9K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$8.05K |
IRIX Hedge Fund Activity: Q4 2013 in Review
31 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in IRIDEX (IRIX) for Q4 2013, worth a combined $32.9M — up 247% from $9.48M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IRIX positions and 4 closed out — a net gain of 17 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was EAM Investors, opening a new position worth an estimated $1.4M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $4.41M sold.
- 31 institutional investors held IRIDEX (IRIX) as of Q4 2013, up from 15 in Q3 2013.
- Funds reported $32.9M of IRIDEX stock for Q4 2013, up 247% quarter-over-quarter.
- 21 funds opened new IRIDEX positions in Q4 2013 and 4 closed out, a net change of +17 holders.
- The largest IRIDEX buyer in Q4 2013 was EAM Investors, an estimated $1.4M added.
- The largest IRIDEX seller in Q4 2013 was Kennedy Capital Management, an estimated $4.41M sold.
Based on aggregated 13F filings for Q4 2013.