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31 hedge funds and large institutions have $21.2M invested in IRIDEX in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 3131 (0)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

36% less capital invested

Capital invested by funds: $32.9M → $21.2M (-$11.7M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
7
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAPAIJV
1
Paragon Associates & Paragon Associates II Joint Venture
Texas
$8.26M
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.95M
Renaissance Technologies
3
Renaissance Technologies
New York
$1.52M +$81.6K +8,900 +6%
EI
4
EAM Investors
California
$1.52M -$45.6K -4,978 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.39M +$70.8K +7,720 +5%
Allianz Asset Management
6
Allianz Asset Management
Germany
$1.35M +$1.38M +150,702 New
EIM
7
Essex Investment Management
Massachusetts
$1.26M -$744K -81,195 -36%
TDC
8
Thompson Davis & Co
Virginia
$670K +$360K +39,250 +110%
Morgan Stanley
9
Morgan Stanley
New York
$534K +$34.1K +3,725 +7%
BIM
10
Bogle Investment Management
Massachusetts
$445K -$351K -38,279 -43%
Wells Fargo
11
Wells Fargo
California
$288K -$11.2K -1,220 -4%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$274K
William Blair & Company
13
William Blair & Company
Illinois
$225K +$231K +25,250 New
AG
14
Algert Global
California
$222K +$63.8K +6,961 +39%
BFA
15
BlackRock Fund Advisors
California
$210K +$26.3K +2,871 +14%
PAM
16
Panagora Asset Management
Massachusetts
$174K
Geode Capital Management
17
Geode Capital Management
Massachusetts
$171K +$176K +19,221 New
Northern Trust
18
Northern Trust
Illinois
$165K +$4.8K +524 +3%
OC
19
Oppenheimer & Co
New York
$134K -$105K -11,455 -43%
PCM
20
Perkins Capital Management
Minnesota
$121K -$9.16K -1,000 -7%
TC
21
TFS Capital
Pennsylvania
$110K -$118K -12,902 -51%
EGA
22
Eagle Global Advisors
Texas
$99K +$102K +11,100 New
U
23
UBS
Switzerland
$34K -$15.3K -1,666 -31%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$27K -$50.4K -5,500 -64%
Citigroup
25
Citigroup
New York
$18K +$18.3K +2,000 New