IZEA Worldwide
IZEA
10 hedge funds and large institutions have $4.5M invested in IZEA Worldwide in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
67% more funds holding
Funds holding: 6 → 10 (+4)
53% more capital invested
Capital invested by funds: $2.95M → $4.5M (+$1.56M)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$855K |
| 2 |
PCM
Perkins Capital Management
Wayzata,
Minnesota
|
+$362K |
| 3 |
BA
Bard Associates
Chicago,
Illinois
|
+$119K |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$68K |
| 5 |
DM
Diker Management
New York
|
+$16.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$226K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$9K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$438 |
| 4 |
Morgan Stanley
New York
|
-$55 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
1
Perkins Capital Management
Wayzata,
Minnesota
| $1.49M | +$362K | +13,213 | +37% |
|
|
DM
2
Diker Management
New York
| $1.31M | +$16.9K | +616 | +1% |
|
|
3
Vanguard Group
Malvern,
Pennsylvania
| $952K | +$855K | +31,233 | New |
|
|
RA
4
Royce & Associates
New York
| $513K | -$226K | -8,256 | -33% |
|
|
BA
5
Bard Associates
Chicago,
Illinois
| $133K | +$119K | +4,350 | New |
|
|
BFA
6
BlackRock Fund Advisors
San Francisco,
California
| $76K | +$68K | +2,484 | New |
|
7
Bank of America
Charlotte,
North Carolina
| $10K | +$8.65K | +316 | New |
|
|
8
Morgan Stanley
New York
| $8K | -$55 | -2 | -0.8% |
|
|
BIM
9
BlackRock Investment Management
Wilmington,
Delaware
| $6K | +$5.17K | +189 | New |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $3K | -$438 | -16 | -14% |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$9K | -330 | Closed |
|
IZEA Hedge Fund Activity: Q2 2016 in Review
10 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in IZEA Worldwide (IZEA) for Q2 2016, worth a combined $4.5M — up 53% from $2.95M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IZEA positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $855K. The largest seller was Royce & Associates, cutting an estimated $226K.
- 10 institutional investors held IZEA Worldwide (IZEA) as of Q2 2016, up from 6 in Q1 2016.
- Funds reported $4.5M of IZEA Worldwide stock for Q2 2016, up 53% quarter-over-quarter.
- 5 funds opened new IZEA Worldwide positions in Q2 2016 and 1 closed out, a net change of +4 holders.
- The largest IZEA Worldwide buyer in Q2 2016 was Vanguard Group, an estimated $855K added.
- The largest IZEA Worldwide seller in Q2 2016 was Royce & Associates, an estimated $226K sold.
Based on aggregated 13F filings for Q2 2016.