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Lifetime Brands

63 hedge funds and large institutions have $165M invested in Lifetime Brands in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

10.19% more ownership

Funds ownership: 57.47%67.66% (+10%)

6% more capital invested

Capital invested by funds: $156M → $165M (+$9.65M)

2% less funds holding

Funds holding: 6463 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
27
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$30.6M -$760K -42,847 -2%
MRCM
2
Mill Road Capital Management
Connecticut
$26.9M +$28.9M +1,628,203 New
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$19.8M
BlackRock
4
BlackRock
New York
$12.2M +$91K +5,130 +0.7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.22M +$1.57M +88,230 +22%
Northern Trust
6
Northern Trust
Illinois
$8.11M -$43.5K -2,453 -0.5%
PTC
7
Petrus Trust Company
Texas
$7.92M
JP Morgan Chase
8
JP Morgan Chase
New York
$6.17M -$47.3K -2,663 -0.7%
PRCP
9
Pacific Ridge Capital Partners
Oregon
$4.56M +$154K +8,690 +3%
Ameriprise
10
Ameriprise
Minnesota
$3.94M +$23.1K +1,300 +0.5%
State Street
11
State Street
Massachusetts
$3.05M +$84.4K +4,754 +3%
BCM
12
Bridgeway Capital Management
Texas
$2.96M +$225K +12,700 +8%
PAMP
13
Polar Asset Management Partners
Ontario, Canada
$2.81M +$1.5M +84,733 +99%
Renaissance Technologies
14
Renaissance Technologies
New York
$2.73M -$348K -19,621 -11%
OCM
15
Olstein Capital Management
New York
$2.48M +$110K +6,218 +4%
CEI
16
Clark Estates Inc
New York
$2.21M -$811K -45,723 -25%
RHJA
17
Rice Hall James & Associates
California
$2.13M -$52.5K -2,961 -2%
RA
18
Royce & Associates
New York
$1.97M
MC
19
Martin & Co
Tennessee
$1.8M +$661K +37,248 +52%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.57M +$32.7K +1,842 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.56M +$24.1K +1,357 +1%
Axa
22
Axa
France
$1.23M +$282K +15,867 +27%
Deutsche Bank
23
Deutsche Bank
Germany
$1.01M +$133K +7,498 +14%
TCIM
24
TIAA CREF Investment Management
New York
$734K -$26.1K -1,473 -3%
Barrow, Hanley, Mewhinney & Strauss
25
Barrow, Hanley, Mewhinney & Strauss
Texas
$710K -$49K -2,762 -6%