Logitech
LOGI
160 hedge funds and large institutions have $3.01B invested in Logitech in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 20 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
45% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 20
21% more capital invested
Capital invested by funds: $2.49B → $3.01B (+$525M)
5% more funds holding
Funds holding: 152 → 160 (+8)
1.49% more ownership
Funds ownership: 36.72% → 38.21% (+1.5%)
2% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 53
42% less call options, than puts
Call options by funds: $51.8M | Put options by funds: $89.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$170M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$107M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$30.4M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$19.1M |
| 5 |
Barclays
London,
United Kingdom
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$116M |
| 2 |
Goldman Sachs
New York
|
-$38.7M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$33.5M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$30.9M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$20.5M |
LOGI Hedge Fund Activity: Q4 2019 in Review
160 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Logitech (LOGI) for Q4 2019, worth a combined $3.01B — up 21% from $2.49B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new LOGI positions and 20 closed out — a net gain of 9 holders — while 52 added to existing stakes and 53 trimmed.
The largest buyer was Pictet Asset Management (UK), opening a new position worth an estimated $170M. The largest seller was JP Morgan Chase, cutting an estimated $116M.
- 160 institutional investors held Logitech (LOGI) as of Q4 2019, up from 152 in Q3 2019.
- Funds reported $3.01B of Logitech stock for Q4 2019, up 21% quarter-over-quarter.
- 29 funds opened new Logitech positions in Q4 2019 and 20 closed out, a net change of +9 holders.
- The largest Logitech buyer in Q4 2019 was Pictet Asset Management (UK), an estimated $170M added.
- The largest Logitech seller in Q4 2019 was JP Morgan Chase, an estimated $116M sold.
Based on aggregated 13F filings for Q4 2019.