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Lifetime Brands

60 hedge funds and large institutions have $122M invested in Lifetime Brands in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $118M → $122M (+$3.88M)

0.42% more ownership

Funds ownership: 46.4%46.82% (+0.42%)

0% more funds holding

Funds holding: 6060 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

Holders
60
Holders Change
Holders Change %
0%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
19
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
1
Mill Road Capital Management
Connecticut
$20.6M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$15.1M -$148K -12,608 -1%
KCM
3
Kennedy Capital Management
Missouri
$11.3M +$8.97M +766,772 +619%
BlackRock
4
BlackRock
New York
$10.8M +$1.31M +111,957 +15%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.93M +$34.5K +2,945 +0.5%
PTC
6
Petrus Trust Company
Texas
$6.84M +$359K +30,700 +6%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$5.55M +$1.9M +162,674 +59%
Brown Advisory
8
Brown Advisory
Maryland
$5.17M +$4.78M +408,295 New
PAMP
9
Polar Asset Management Partners
Ontario, Canada
$4.62M +$679K +58,000 +19%
JP Morgan Chase
10
JP Morgan Chase
New York
$3.89M -$444K -37,979 -11%
Ameriprise
11
Ameriprise
Minnesota
$3.04M +$772 +66 +0%
OCM
12
Olstein Capital Management
New York
$2.58M +$316K +27,050 +15%
Renaissance Technologies
13
Renaissance Technologies
New York
$2.36M -$57.3K -4,900 -3%
State Street
14
State Street
Massachusetts
$2.33M -$20.9K -1,790 -1%
BCM
15
Bridgeway Capital Management
Texas
$1.94M -$310K -26,500 -15%
Northern Trust
16
Northern Trust
Illinois
$1.9M +$292K +24,996 +20%
Boston Partners
17
Boston Partners
Massachusetts
$1.9M +$1.75M +149,800 New
Russell Investments Group
18
Russell Investments Group
United Kingdom
$1.54M +$1.43M +121,800 New
RA
19
Royce & Associates
New York
$1.51M
MC
20
Martin & Co
Tennessee
$1.43M +$9.18K +785 +0.7%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.39M +$165K +14,095 +15%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.26M +$40K +3,419 +4%
Deutsche Bank
23
Deutsche Bank
Germany
$1.09M +$175K +14,999 +21%
TA
24
Teton Advisors
New York
$1.07M +$990K +84,648 New
Axa
25
Axa
France
$745K -$186K -15,900 -21%