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iRhythm Holdings

173 hedge funds and large institutions have $2.23B invested in iRhythm Holdings in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $2.87M

28% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 25

4.46% more ownership

Funds ownership: 118.73%123.19% (+4.5%)

3% more funds holding

Funds holding: 168173 (+5)

7% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 58

4% less capital invested

Capital invested by funds: $2.32B → $2.23B (-$92.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
173
Holders Change
+5
Holders Change %
+2.98%
% of All Funds
3.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
62
Reduced
58
Closed
25
Calls
$12.9M
Puts
$2.87M
Net Calls
+$10M
Net Calls Change
+$4.89M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
101
VOYA Investment Management
Georgia
$850K +$184K +2,715 +28%
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$845K -$44.1K -650 -5%
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$793K +$9.7K +143 +1%
MIM
104
MetLife Investment Management
New Jersey
$750K
DTL
105
Dynamic Technology Lab
Singapore
$727K +$725K +10,683 New
WMSA
106
Weiss Multi-Strategy Advisers
New York
$681K -$339K -5,000 -33%
B
107
Bailard
California
$611K +$154K +2,276 +34%
RJA
108
Raymond James & Associates
Florida
$603K -$27.8K -409 -4%
Walleye Trading
109
Walleye Trading
New York
$576K +$430K +6,336 +299%
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$563K +$59.2K +873 +12%
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$561K +$16K +236 +3%
SAM
112
Shell Asset Management
Netherlands
$560K -$111K -1,634 -17%
BC
113
Brinker Capital
Pennsylvania
$526K -$4.82K -71 -0.9%
MWNA
114
Marshall Wace North America
New York
$475K +$473K +6,971 New
SSA
115
Schonfeld Strategic Advisors
New York
$456K +$455K +6,700 New
Stifel Financial
116
Stifel Financial
Missouri
$439K +$109K +1,611 +33%
AG
117
Aperio Group
California
$391K -$109K -1,603 -22%
Mitsubishi UFJ Asset Management
118
Mitsubishi UFJ Asset Management
Japan
$388K +$105K +1,551 +38%
AB
119
Amalgamated Bank
New York
$339K +$40.3K +594 +14%
BAM
120
Blueshift Asset Management
New Jersey
$328K +$327K +4,821 New
PP
121
Paloma Partners
Connecticut
$324K +$139K +2,049 +75%
William Blair & Company
122
William Blair & Company
Illinois
$309K +$308K +4,542 New
GCP
123
GSA Capital Partners
United Kingdom
$301K -$177K -2,613 -37%
ACM
124
AlphaCrest Capital Management
New York
$293K +$74.6K +1,100 +34%
SG Americas Securities
125
SG Americas Securities
New York
$290K -$238K -3,504 -45%

IRTC Hedge Fund Activity: Q4 2019 in Review

173 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iRhythm Holdings (IRTC) for Q4 2019, worth a combined $2.23B — down 4% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IRTC positions and 25 closed out — a net gain of 7 holders — while 62 added to existing stakes and 58 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $83.7M. The largest seller was PFM Health Sciences, cutting an estimated $42.3M.

  • 173 institutional investors held iRhythm Holdings (IRTC) as of Q4 2019, up from 168 in Q3 2019.
  • Funds reported $2.23B of iRhythm Holdings stock for Q4 2019, down 4% quarter-over-quarter.
  • 32 funds opened new iRhythm Holdings positions in Q4 2019 and 25 closed out, a net change of +7 holders.
  • The largest iRhythm Holdings buyer in Q4 2019 was William Blair Investment Management, an estimated $83.7M added.
  • The largest iRhythm Holdings seller in Q4 2019 was PFM Health Sciences, an estimated $42.3M sold.

Based on aggregated 13F filings for Q4 2019.