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Lantronix

25 hedge funds and large institutions have $13M invested in Lantronix in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

9% more funds holding

Funds holding: 2325 (+2)

0.74% less ownership

Funds ownership: 17.63%16.9% (-0.74%)

1% less capital invested

Capital invested by funds: $13.2M → $13M (-$195K)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
1
Herald Investment Management
United Kingdom
$2.36M
Renaissance Technologies
2
Renaissance Technologies
New York
$1.86M +$1.73K +500 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.74M +$88.7K +25,600 +5%
EIM
4
Essex Investment Management
Massachusetts
$1.48M -$132K -37,994 -8%
CCM
5
Cadence Capital Management
Massachusetts
$1.45M -$99.2K -28,641 -6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$952K +$35.9K +10,358 +4%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$808K +$2.78K +802 +0.3%
LLL
8
Lynrock Lake LP
New York
$757K +$783K +225,966 New
BlackRock
9
BlackRock
New York
$462K -$5.7K -1,644 -1%
RAM
10
Roanoke Asset Management
New Jersey
$352K
Geode Capital Management
11
Geode Capital Management
Massachusetts
$201K +$12.1K +3,500 +6%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$196K
Northern Trust
13
Northern Trust
Illinois
$116K -$693 -200 -0.6%
OIA
14
OneDigital Investment Advisors
Kansas
$87K +$89.5K +25,829 New
WS
15
Wedbush Securities
California
$60K +$27.7K +8,000 +80%
LPL Financial
16
LPL Financial
California
$51K -$225K -64,792 -81%
UBS Group
17
UBS Group
Switzerland
$14K -$1.22K -352 -8%
Morgan Stanley
18
Morgan Stanley
New York
$10K
Victory Capital Management
19
Victory Capital Management
Texas
$9K +$9.19K +2,651 New
Bank of America
20
Bank of America
North Carolina
$2K +$2.06K +596 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1K +$897 +259 New
Wellington Management Group
22
Wellington Management Group
Massachusetts
-$741K -222,600 Closed
PAM
23
Panagora Asset Management
Massachusetts
-$62K -18,578 Closed
AG
24
Algert Global
California
-$36K -10,829 Closed
Deutsche Bank
25
Deutsche Bank
Germany
-$7K -2,397 Closed

LTRX Hedge Fund Activity: Q3 2019 in Review

25 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Lantronix (LTRX) for Q3 2019, worth a combined $13M — down 1.5% from $13.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new LTRX positions and 4 closed out — a net gain of 2 holders — while 6 added to existing stakes and 9 trimmed.

The largest buyer was Lynrock Lake LP, opening a new position worth an estimated $783K. The largest seller was Wellington Management Group, exiting entirely with an estimated $741K sold.

  • 25 institutional investors held Lantronix (LTRX) as of Q3 2019, up from 23 in Q2 2019.
  • Funds reported $13M of Lantronix stock for Q3 2019, down 1.5% quarter-over-quarter.
  • 6 funds opened new Lantronix positions in Q3 2019 and 4 closed out, a net change of +2 holders.
  • The largest Lantronix buyer in Q3 2019 was Lynrock Lake LP, an estimated $783K added.
  • The largest Lantronix seller in Q3 2019 was Wellington Management Group, an estimated $741K sold.

Based on aggregated 13F filings for Q3 2019.