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Lesaka Technologies

91 hedge funds and large institutions have $276M invested in Lesaka Technologies in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $6.36M | Put options by funds: $4.05M

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

1% less funds holding

Funds holding: 9291 (-1)

2.61% less ownership

Funds ownership: 56.3%53.69% (-2.6%)

9% less capital invested

Capital invested by funds: $303M → $276M (-$26.6M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
11
Increased
29
Reduced
30
Closed
11
Calls
$6.36M
Puts
$4.05M
Net Calls
+$2.31M
Net Calls Change
-$3.12M
Name Holding Trade Value Shares
Change
Change in
Stake
IVA
1
International Value Advisers
$75.1M +$10.9M +1,175,576 +17%
OAG
2
Orbis Allan Gray
Bermuda
$27M -$24.9M -2,688,929 -48%
ICM
3
Intrepid Capital Management
Florida
$20.1M +$348K +37,623 +2%
PGCM
4
Prescott Group Capital Management
Oklahoma
$17.2M +$1.85M +200,356 +12%
Capital World Investors
5
Capital World Investors
California
$15M
TSW
6
Thompson Siegel & Walmsley
Virginia
$10.3M -$5.93M -641,338 -36%
Connor, Clark & Lunn Investment Management (CC&L)
7
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.68M -$416K -44,967 -4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$8.49M +$1.79M +193,069 +26%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$8.08M +$643K +69,578 +8%
Millennium Management
10
Millennium Management
New York
$6.36M +$4.48M +484,253 +224%
Renaissance Technologies
11
Renaissance Technologies
New York
$5.96M -$3.25M -351,500 -35%
FP
12
Foundry Partners
Minnesota
$5.22M +$5.31M +574,475 New
Fidelity Investments
13
Fidelity Investments
Massachusetts
$5.04M -$414K -44,800 -7%
HP
14
Hosking Partners
United Kingdom
$4.86M +$40K +4,324 +0.8%
PM
15
Precept Management
Texas
$4.36M -$647K -70,000 -13%
Invesco
16
Invesco
Georgia
$4.24M +$103K +11,189 +2%
BCM
17
Bridgeway Capital Management
Texas
$3.85M
DSI
18
Daiwa SB Investments
Japan
$3.39M +$1.41M +151,963 +69%
Barclays
19
Barclays
United Kingdom
$2.99M +$439K +47,479 +17%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.78M -$1.95M -210,886 -41%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$2.1M -$165K -17,800 -7%
Vanguard Group
22
Vanguard Group
Pennsylvania
$2.05M +$278K +30,044 +15%
Parallax Volatility Advisers
23
Parallax Volatility Advisers
California
$2.02M +$888K +95,969 +76%
MIFH
24
Migdal Insurance & Financial Holdings
Israel
$1.94M +$980K +105,926 +98%
Boston Partners
25
Boston Partners
Massachusetts
$1.89M -$855K -92,419 -31%

LSAK Hedge Fund Activity: Q2 2018 in Review

91 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Lesaka Technologies (LSAK) for Q2 2018, worth a combined $276M — down 8.8% from $303M a quarter earlier.

Fund positioning in LSAK was balanced in Q2 2018: 11 funds opened new positions, 11 closed out, 29 added to existing stakes and 30 trimmed.

The largest buyer was International Value Advisers, adding an estimated $10.9M. The largest seller was Orbis Allan Gray, cutting an estimated $24.9M.

  • 91 institutional investors held Lesaka Technologies (LSAK) as of Q2 2018, down from 92 in Q1 2018.
  • Funds reported $276M of Lesaka Technologies stock for Q2 2018, down 8.8% quarter-over-quarter.
  • 11 funds opened new Lesaka Technologies positions in Q2 2018 and 11 closed out, a net change of 0 holders.
  • The largest Lesaka Technologies buyer in Q2 2018 was International Value Advisers, an estimated $10.9M added.
  • The largest Lesaka Technologies seller in Q2 2018 was Orbis Allan Gray, an estimated $24.9M sold.

Based on aggregated 13F filings for Q2 2018.