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Lantronix

24 hedge funds and large institutions have $7.2M invested in Lantronix in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.2% less ownership

Funds ownership: 17.86%16.66% (-1.2%)

6% less capital invested

Capital invested by funds: $7.64M → $7.2M (-$437K)

11% less funds holding

Funds holding: 2724 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
1
Herald Investment Management
United Kingdom
$1.7M
Renaissance Technologies
2
Renaissance Technologies
New York
$1.25M +$106K +48,900 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$888K -$119K -54,985 -13%
AG
4
Algert Global
California
$604K +$116K +53,615 +28%
KCM
5
Kennedy Capital Management
Missouri
$594K -$54.1K -24,896 -9%
BCM
6
Bridgeway Capital Management
Texas
$458K
EIM
7
Essex Investment Management
Massachusetts
$370K +$201K +92,654 +156%
BlackRock
8
BlackRock
New York
$310K -$2.05K -943 -0.7%
RAM
9
Roanoke Asset Management
New Jersey
$256K
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$170K +$24.8K +11,400 +20%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$142K
WS
12
Wedbush Securities
California
$105K +$93.8K +43,200 New
SIM
13
Spark Investment Management
New York
$78K -$41.1K -18,900 -37%
Macquarie Group
14
Macquarie Group
Australia
$72K +$64.2K +29,564 New
Deutsche Bank
15
Deutsche Bank
Germany
$43K +$39.3K +18,100 New
Northern Trust
16
Northern Trust
Illinois
$40K
ARTA
17
A.R.T. Advisors
New York
$36K -$14.8K -6,801 -31%
PAM
18
Panagora Asset Management
Massachusetts
$35K -$6.76K -3,114 -18%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$28K
TRCT
20
Tower Research Capital (TRC)
New York
$14K +$12.6K +5,779 New
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K +$258 +119 +4%
UBS Group
22
UBS Group
Switzerland
$1K +$647 +298 New
EI
23
EAM Investors
California
-$436K -178,511 Closed
Goldman Sachs
24
Goldman Sachs
New York
-$99K -40,632 Closed
Morgan Stanley
25
Morgan Stanley
New York
-$80.4K -37,013 -100%

LTRX Hedge Fund Activity: Q3 2017 in Review

24 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lantronix (LTRX) for Q3 2017, worth a combined $7.2M — down 5.7% from $7.64M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LTRX and 6 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 5 added.

The largest buyer was Essex Investment Management, adding an estimated $201K. The largest seller was EAM Investors, exiting entirely with an estimated $436K sold.

  • 24 institutional investors held Lantronix (LTRX) as of Q3 2017, down from 27 in Q2 2017.
  • Funds reported $7.2M of Lantronix stock for Q3 2017, down 5.7% quarter-over-quarter.
  • 6 funds opened new Lantronix positions in Q3 2017 and 8 closed out, a net change of -2 holders.
  • The largest Lantronix buyer in Q3 2017 was Essex Investment Management, an estimated $201K added.
  • The largest Lantronix seller in Q3 2017 was EAM Investors, an estimated $436K sold.

Based on aggregated 13F filings for Q3 2017.