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Korn Ferry

177 hedge funds and large institutions have $1.19B invested in Korn Ferry in 2013 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more call options, than puts

Call options by funds: $86K | Put options by funds: $18K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

22% more capital invested

Capital invested by funds: $972M → $1.19B (+$216M)

7% more funds holding

Funds holding: 165177 (+12)

5% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 64

0.09% less ownership

Funds ownership: 92.17%92.09% (-0.09%)

Holders
177
Holders Change
+12
Holders Change %
+7.27%
% of All Funds
5.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
28
Increased
67
Reduced
64
Closed
16
Calls
$86K
Puts
$18K
Net Calls
+$68K
Net Calls Change
+$64K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$77.1M +$3.18M +133,978 +5%
BFA
2
BlackRock Fund Advisors
California
$70.7M +$2.31M +97,460 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$58.3M +$3.26M +137,474 +7%
Jennison Associates
4
Jennison Associates
New York
$49.3M -$3.45M -145,412 -7%
LCP
5
Lombardia Capital Partners
California
$46.2M -$7.68M -323,801 -15%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$46.2M +$1.04M +43,804 +3%
Boston Partners
7
Boston Partners
Massachusetts
$44.2M -$2.29M -96,596 -5%
BIT
8
BlackRock Institutional Trust
California
$42.4M +$1.57M +66,029 +4%
Wells Fargo
9
Wells Fargo
California
$37.9M -$8.53M -359,858 -20%
EAM
10
Eagle Asset Management
Florida
$35.5M +$10.2M +429,326 +46%
O
11
OppenheimerFunds
New York
$31.7M +$743K +31,322 +3%
Northern Trust
12
Northern Trust
Illinois
$31.4M +$636K +26,833 +2%
RHJA
13
Rice Hall James & Associates
California
$26.8M +$5.58M +235,444 +30%
Principal Financial Group
14
Principal Financial Group
Iowa
$26.6M +$141K +5,934 +0.6%
RIM
15
Rainier Investment Management
Washington
$26.4M +$4.53M +191,100 +23%
State Street
16
State Street
Massachusetts
$24.8M -$197K -8,297 -0.9%
RA
17
Royce & Associates
New York
$24.4M -$10.8M -454,800 -33%
Ameriprise
18
Ameriprise
Minnesota
$22.8M -$13.2M -556,740 -39%
CAM
19
Cortina Asset Management
Wisconsin
$21.4M +$2.89M +121,885 +17%
Victory Capital Management
20
Victory Capital Management
Texas
$20.2M -$31.1K -1,313 -0.2%
FMA
21
Fiduciary Management Associates
Illinois
$20M +$18.2M +766,370 New
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$19.9M +$17.6M +743,430 +4,153%
SAM
23
Skyline Asset Management
Illinois
$19.5M +$6.9M +290,900 +64%
LI
24
LMCG Investments
Massachusetts
$16.1M +$14.6M +615,322 New
GT
25
Glenmede Trust
Pennsylvania
$13.5M +$12.3M +518,057 New

KFY Hedge Fund Activity: Q4 2013 in Review

177 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Korn Ferry (KFY) for Q4 2013, worth a combined $1.19B — up 22% from $972M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new KFY positions and 16 closed out — a net gain of 12 holders — while 67 added to existing stakes and 64 trimmed.

The largest buyer was Fiduciary Management Associates, opening a new position worth an estimated $18.2M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $51.3M sold.

  • 177 institutional investors held Korn Ferry (KFY) as of Q4 2013, up from 165 in Q3 2013.
  • Funds reported $1.19B of Korn Ferry stock for Q4 2013, up 22% quarter-over-quarter.
  • 28 funds opened new Korn Ferry positions in Q4 2013 and 16 closed out, a net change of +12 holders.
  • The largest Korn Ferry buyer in Q4 2013 was Fiduciary Management Associates, an estimated $18.2M added.
  • The largest Korn Ferry seller in Q4 2013 was Barrow, Hanley, Mewhinney & Strauss, an estimated $51.3M sold.

Based on aggregated 13F filings for Q4 2013.