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LITS

Lite Strategy Inc

46 hedge funds and large institutions have $14.4M invested in Lite Strategy Inc in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

12% less funds holding

Funds holding: 5246 (-6)

28% less call options, than puts

Call options by funds: $702K | Put options by funds: $970K

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

85% less capital invested

Capital invested by funds: $98.7M → $14.4M (-$84.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
46
Holders Change
-6
Holders Change %
-11.54%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
15
Reduced
11
Closed
21
Calls
$702K
Puts
$970K
Net Calls
-$268K
Net Calls Change
-$681K
Name Holding Trade Value Shares
Change
Change in
Stake
CK
26
Carnick & Kubik
Colorado
$54K
OPPM
27
Opus Point Partners Management
New York
$54K +$134K +1,500 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$40K
Bank of America
29
Bank of America
North Carolina
$39K +$71.5K +799 +287%
Deutsche Bank
30
Deutsche Bank
Germany
$36K -$179K -2,000 -66%
VAM
31
Visium Asset Management
New York
$29K -$4.5M -50,234 -98%
GHAM
32
Gilman Hill Asset Management
Connecticut
$28K
DIA
33
Denver Investment Advisors
Colorado
$28K +$70.4K +787 New
Stifel Financial
34
Stifel Financial
Missouri
$23K -$11.6K -130 -17%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$23K +$58.2K +650 New
Citigroup
36
Citigroup
New York
$12K +$28.8K +322 New
BIM
37
BlackRock Investment Management
Delaware
$8K +$716 +8 +4%
BJ
38
BlackRock Japan
Japan
$5K +$11.5K +129 New
Wells Fargo
39
Wells Fargo
California
$4K +$8.95K +100 New
UBS Group
40
UBS Group
Switzerland
$2K +$2.51K +28 +88%
Creative Planning
41
Creative Planning
Kansas
$2K +$4.48K +50 +714%
SGC
42
South Georgia Capital
Illinois
$2K +$4.48K +50 New
TRCT
43
Tower Research Capital (TRC)
New York
$1K +$1.34K +15 New
Franklin Resources
44
Franklin Resources
California
-$11.1M -129,603 Closed
O
45
OrbiMed
New York
-$10.4M -121,225 Closed
Point72 Asset Management
46
Point72 Asset Management
Connecticut
-$7.05M -82,500 Closed
NLVP
47
New Leaf Venture Partners
New York
-$6.84M -80,070 Closed
AC
48
Aisling Capital
New York
-$4.53M -50,590 Closed
EAM
49
EverPoint Asset Management
Connecticut
-$2.78M -32,500 Closed
CS
50
Candriam SCA
Luxembourg
-$1.91M -22,365 Closed

LITS Hedge Fund Activity: Q1 2015 in Review

46 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Lite Strategy Inc (LITS) for Q1 2015, worth a combined $14.4M — down 85% from $98.7M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of LITS and 15 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 15 added.

The largest buyer was First Manhattan, opening a new position worth an estimated $4.7M. The largest seller was Fidelity Investments, cutting an estimated $12.5M.

  • 46 institutional investors held Lite Strategy Inc (LITS) as of Q1 2015, down from 52 in Q4 2014.
  • Funds reported $14.4M of Lite Strategy Inc stock for Q1 2015, down 85% quarter-over-quarter.
  • 15 funds opened new Lite Strategy Inc positions in Q1 2015 and 21 closed out, a net change of -6 holders.
  • The largest Lite Strategy Inc buyer in Q1 2015 was First Manhattan, an estimated $4.7M added.
  • The largest Lite Strategy Inc seller in Q1 2015 was Fidelity Investments, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2015.