Lifecore Biomedical
LFCR
111 hedge funds and large institutions have $296M invested in Lifecore Biomedical in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 24 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 37
3% more capital invested
Capital invested by funds: $287M → $296M (+$9.48M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less funds holding
Funds holding: 125 → 111 (-14)
58% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 24
79% less call options, than puts
Call options by funds: $28K | Put options by funds: $132K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
+$12.9M |
| 2 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$5.34M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$3.91M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$3.72M |
| 5 |
Morgan Stanley
New York
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.72M |
| 2 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$4.25M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$4.16M |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$2.91M |
| 5 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$1.93M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$132K | -10,800 | Closed |
|
|
AG
127
Algert Global
San Francisco,
California
| – | -$131K | -10,769 | Closed |
|
|
HIM
128
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$43K | -3,500 | Closed |
|
129
Ameriprise
Minneapolis,
Minnesota
| – | -$20K | -1,616 | Closed |
|
130
Group One Trading
Chicago,
Illinois
| – | -$16.8K | -1,408 | Closed |
|
131
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$12K | -970 | Closed |
|
|
MTIP
132
Magee Thomson Investment Partners
San Diego,
California
| – | -$6K | -461 | Closed |
|
|
BG
133
BlackRock Group
London,
United Kingdom
| – | -$3K | -242 | Closed |
|
134
Envestnet Asset Management
Chicago,
Illinois
| – | -$2K | -124 | Closed |
|
|
GC
135
Globeflex Capital
San Diego,
California
| – | -$1K | -85 | Closed |
|
LFCR Hedge Fund Activity: Q4 2013 in Review
111 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Lifecore Biomedical (LFCR) for Q4 2013, worth a combined $296M — up 3.3% from $287M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of LFCR and 10 opened new positions — a net loss of 14 holders — while 37 trimmed existing stakes and 50 added.
The largest buyer was Ariel Investments, adding an estimated $12.9M. The largest seller was Fidelity Investments, exiting entirely with an estimated $7.72M sold.
- 111 institutional investors held Lifecore Biomedical (LFCR) as of Q4 2013, down from 125 in Q3 2013.
- Funds reported $296M of Lifecore Biomedical stock for Q4 2013, up 3.3% quarter-over-quarter.
- 10 funds opened new Lifecore Biomedical positions in Q4 2013 and 24 closed out, a net change of -14 holders.
- The largest Lifecore Biomedical buyer in Q4 2013 was Ariel Investments, an estimated $12.9M added.
- The largest Lifecore Biomedical seller in Q4 2013 was Fidelity Investments, an estimated $7.72M sold.
Based on aggregated 13F filings for Q4 2013.