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Integer Holdings

203 hedge funds and large institutions have $1.55B invested in Integer Holdings in 2015 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $441K | Put options by funds: $310K

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

8% more capital invested

Capital invested by funds: $1.43B → $1.55B (+$117M)

4% more funds holding

Funds holding: 196203 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.22% less ownership

Funds ownership: 109.45%106.23% (-3.2%)

28% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 83

Holders
203
Holders Change
+7
Holders Change %
+3.57%
% of All Funds
5.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
37
Increased
60
Reduced
83
Closed
27
Calls
$441K
Puts
$310K
Net Calls
+$131K
Net Calls Change
-$388K
Name Holding Trade Value Shares
Change
Change in
Stake
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$155M +$162M +3,232,540 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$113M +$16M +320,645 +16%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$107M +$548K +10,969 +0.5%
BFA
4
BlackRock Fund Advisors
California
$82.5M +$3.92M +78,403 +5%
BCI
5
Bain Capital Investors
Massachusetts
$51.6M +$53.8M +1,077,512 New
Northern Trust
6
Northern Trust
Illinois
$45.4M -$808K -16,180 -2%
SAM
7
Silvercrest Asset Management
New York
$41.7M +$1.22M +24,509 +3%
Fisher Asset Management
8
Fisher Asset Management
Washington
$36.6M -$235K -4,694 -0.6%
TA
9
Tamarack Advisers
California
$35.4M +$37M +740,475 New
Franklin Resources
10
Franklin Resources
California
$34.8M -$4.36M -87,292 -11%
BIT
11
BlackRock Institutional Trust
California
$34M -$140K -2,811 -0.4%
State Street
12
State Street
Massachusetts
$27.8M -$720K -14,417 -2%
Wells Fargo
13
Wells Fargo
California
$26.6M +$4M +80,153 +17%
EIP
14
Epoch Investment Partners
New York
$26.3M +$7.15M +143,104 +35%
Victory Capital Management
15
Victory Capital Management
Texas
$26M -$5.67M -113,400 -17%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$25.7M +$1.93M +38,666 +8%
FMA
17
Fiduciary Management Associates
Illinois
$24.6M +$2.27M +45,339 +10%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$23.4M -$918K -18,364 -4%
CCM
19
Century Capital Management
Massachusetts
$21.6M +$2.86M +57,145 +15%
PCM
20
Palisade Capital Management
New Jersey
$21.1M -$1.63M -32,574 -7%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$20.8M +$4.79M +95,856 +28%
CRCP
22
Copper Rock Capital Partners
Massachusetts
$18.6M +$3.25K +65 +0%
HCM
23
Hodges Capital Management
Texas
$18M -$155K -3,105 -0.8%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$17.7M -$387K -7,746 -2%
JP Morgan Chase
25
JP Morgan Chase
New York
$17.5M +$460K +9,199 +3%

ITGR Hedge Fund Activity: Q4 2015 in Review

203 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Integer Holdings (ITGR) for Q4 2015, worth a combined $1.55B — up 8.1% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ITGR positions and 27 closed out — a net gain of 10 holders — while 60 added to existing stakes and 83 trimmed.

The largest buyer was Kohlberg Kravis Roberts & Co, opening a new position worth an estimated $162M. The largest seller was Wedge Capital Management, exiting entirely with an estimated $15.2M sold.

  • 203 institutional investors held Integer Holdings (ITGR) as of Q4 2015, up from 196 in Q3 2015.
  • Funds reported $1.55B of Integer Holdings stock for Q4 2015, up 8.1% quarter-over-quarter.
  • 37 funds opened new Integer Holdings positions in Q4 2015 and 27 closed out, a net change of +10 holders.
  • The largest Integer Holdings buyer in Q4 2015 was Kohlberg Kravis Roberts & Co, an estimated $162M added.
  • The largest Integer Holdings seller in Q4 2015 was Wedge Capital Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2015.