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iRhythm Holdings
IRTC

193 hedge funds and large institutions have $3.58B invested in iRhythm Holdings in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 20

35% more capital invested

Capital invested by funds: $2.65B → $3.58B (+$923M)

16% more funds holding

Funds holding: 167 → 193 (+26)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

7.51% less ownership

Funds ownership: 121.86% → 114.36% (-7.5%)

17% less call options, than puts

Call options by funds: $18.7M | Put options by funds: $22.7M

Holders
193
Holders Change
+26
Holders Change %
+15.57%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
47
Increased
62
Reduced
64
Closed
20
Calls
$18.7M
Puts
$22.7M
Net Calls
-$3.96M
Net Calls Change
-$3.04M

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$80.9M
2
CS
Credit Suisse
Switzerland
+$31.2M
3
ClearBridge Investments
ClearBridge Investments
New York
+$25.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$20.6M
5
William Blair & Company
William Blair & Company
Illinois
+$17.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$65.8M
2
Victory Capital Management
Victory Capital Management
Texas
-$52.4M
3
Holocene Advisors
Holocene Advisors
New York
-$45.8M
4
JP Morgan Chase
JP Morgan Chase
New York
-$41.7M
5
Norges Bank
Norges Bank
Norway
-$39.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
176
Carroll Financial Associates
North Carolina
$13K – – –
CFD
177
Creative Financial Designs
Indiana
$13K +$12.1K +110 New
MPWT
178
MassMutual Private Wealth & Trust
Connecticut
$12K – – –
VFA
179
Valeo Financial Advisors
Indiana
$11K +$551 +5 +5%
GWM
180
Geneos Wealth Management
Colorado
$8K – – –
SFS
181
Sowell Financial Services
Arkansas
$8K +$5.29K +48 +218%
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$6K – – –
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$6K +$5.84K +53 New
WEC
184
Winslow Evans & Crocker
Massachusetts
$5K -$110 -1 -2%
BAM
185
Bellevue Asset Management
Washington
$5K – – –
SFPG
186
Stonebridge Financial Planning Group
Florida
$5K – – –
CCM
187
Covington Capital Management
California
$3K +$2.76K +25 New
KPW
188
Kore Private Wealth
New York
$3K +$3.09K +28 New
HIA
189
Harbor Investment Advisory
Maryland
$2K +$1.76K +16 New
HMS
190
Hanseatic Management Services
New Mexico
$2K +$2.31K +21 New
JG
191
Jefferies Group
New York
$1.56K +$1.49M +13,500 New
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$1K +$662 +6 New
TI
193
tru Independence
Oregon
$9 +$1.65K +15 +25%
Balyasny Asset Management
194
Balyasny Asset Management
Illinois
– -$10M -123,109 Closed
Jennison Associates
195
Jennison Associates
New York
– -$7.49M -92,054 Closed
EVM
196
Eaton Vance Management
Massachusetts
– -$4.1M -50,438 Closed
PP
197
PDT Partners
New York
– -$3.17M -39,005 Closed
LCM
198
Laurion Capital Management
New York
– -$1.71M -21,000 Closed
Mackenzie Financial
199
Mackenzie Financial
Ontario, Canada
– -$1.22M -14,936 Closed
CS
200
Candriam SCA
Luxembourg
– -$865K -13,000 Closed
5 6 7
8
9

IRTC Hedge Fund Activity: Q2 2020 in Review

193 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iRhythm Holdings (IRTC) for Q2 2020, worth a combined $3.58B — up 35% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IRTC positions and 20 closed out — a net gain of 27 holders — while 62 added to existing stakes and 64 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $80.9M. The largest seller was Wellington Management Group, cutting an estimated $65.8M.

  • 193 institutional investors held iRhythm Holdings (IRTC) as of Q2 2020, up from 167 in Q1 2020.
  • Funds reported $3.58B of iRhythm Holdings stock for Q2 2020, up 35% quarter-over-quarter.
  • 47 funds opened new iRhythm Holdings positions in Q2 2020 and 20 closed out, a net change of +27 holders.
  • The largest iRhythm Holdings buyer in Q2 2020 was Neuberger Berman Group, an estimated $80.9M added.
  • The largest iRhythm Holdings seller in Q2 2020 was Wellington Management Group, an estimated $65.8M sold.

Based on aggregated 13F filings for Q2 2020.