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Lifetime Brands

72 hedge funds and large institutions have $149M invested in Lifetime Brands in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more ownership

Funds ownership: 0%58% (+58%)

36% more capital invested

Capital invested by funds: $109M → $149M (+$39.1M)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1% less funds holding

Funds holding: 7372 (-1)

16% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 31

Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
26
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$33.6M +$1.43M +90,479 +5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$21.5M +$63K +3,991 +0.3%
PTC
3
Petrus Trust Company
Texas
$7.76M
JP Morgan Chase
4
JP Morgan Chase
New York
$6.83M +$448K +28,347 +8%
Northern Trust
5
Northern Trust
Illinois
$6.81M -$397K -25,133 -6%
BFA
6
BlackRock Fund Advisors
California
$6.51M +$893K +56,554 +18%
BIT
7
BlackRock Institutional Trust
California
$6.46M
Vanguard Group
8
Vanguard Group
Pennsylvania
$6.11M +$182K +11,513 +3%
Ameriprise
9
Ameriprise
Minnesota
$4.17M -$85.3K -5,400 -2%
PRCP
10
Pacific Ridge Capital Partners
Oregon
$3.93M -$91K -5,760 -3%
OCM
11
Olstein Capital Management
New York
$3.19M -$517K -32,698 -15%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$3.05M -$153K -9,679 -5%
BCM
13
Bridgeway Capital Management
Texas
$2.96M
State Street
14
State Street
Massachusetts
$2.96M +$130K +8,258 +5%
RHJA
15
Rice Hall James & Associates
California
$2.62M -$30K -1,900 -1%
Renaissance Technologies
16
Renaissance Technologies
New York
$2.48M -$79K -5,000 -3%
RA
17
Royce & Associates
New York
$2.21M
FP
18
Foundry Partners
Minnesota
$1.88M -$66.3K -4,195 -4%
TAM
19
THB Asset Management
Connecticut
$1.62M +$1.44M +91,050 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.61M +$187K +11,862 +15%
GCP
21
GSA Capital Partners
United Kingdom
$1.55M -$338K -21,422 -20%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.46M +$20.7K +1,311 +2%
NFA
23
Nationwide Fund Advisors
Ohio
$1.39M -$109K -6,909 -8%
Morgan Stanley
24
Morgan Stanley
New York
$1.38M +$483K +30,592 +65%
Axa
25
Axa
France
$1.06M +$145K +9,200 +18%