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Lantronix

38 hedge funds and large institutions have $23.7M invested in Lantronix in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

0% more funds holding

Funds holding: 3838 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

3% less capital invested

Capital invested by funds: $24.5M → $23.7M (-$788K)

1.27% less ownership

Funds ownership: 19.3%18.04% (-1.3%)

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.89M +$140K +29,630 +3%
HIM
2
Herald Investment Management
United Kingdom
$3.22M
Renaissance Technologies
3
Renaissance Technologies
New York
$3.2M -$143K -30,144 -4%
LLL
4
Lynrock Lake LP
New York
$2.31M
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$2.27M +$1.08M +227,900 +85%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.55M +$196K +41,470 +14%
JAMONY
7
Jacob Asset Management of New York
California
$1.22M +$932K +197,000 +282%
NIM
8
Needham Investment Management
New York
$1.14M
BlackRock
9
BlackRock
New York
$799K +$101K +21,298 +14%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$568K +$186K +39,375 +46%
RAM
11
Roanoke Asset Management
New Jersey
$480K
CCP
12
Corient Capital Partners
California
$457K
ECM
13
EagleClaw Capital Management
Massachusetts
$274K
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$268K
PPA
15
Parametric Portfolio Associates
Washington
$195K -$2.19M -463,533 -92%
Northern Trust
16
Northern Trust
Illinois
$151K +$2.61K +551 +2%
WS
17
Wedbush Securities
California
$145K -$119K -25,250 -44%
OIA
18
OneDigital Investment Advisors
Kansas
$115K -$3.34K -706 -3%
Bank of America
19
Bank of America
North Carolina
$96K +$184 +39 +0.2%
HIS
20
Harvest Investment Services
Illinois
$68K +$70.8K +14,961 New
EHC
21
Everett Harris & Co
California
$64K +$66.2K +14,000 New
Stifel Financial
22
Stifel Financial
Missouri
$62K +$63.9K +13,500 New
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$51K +$53K +11,200 New
Barclays
24
Barclays
United Kingdom
$36K +$37.1K +7,849 New
Morgan Stanley
25
Morgan Stanley
New York
$24K +$4.88K +1,031 +24%

LTRX Hedge Fund Activity: Q1 2021 in Review

38 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Lantronix (LTRX) for Q1 2021, worth a combined $23.7M — down 3.2% from $24.5M a quarter earlier.

Fund positioning in LTRX was balanced in Q1 2021: 8 funds opened new positions, 8 closed out, 9 added to existing stakes and 6 trimmed.

The largest buyer was Luther King Capital Management (LKCM), adding an estimated $1.08M. The largest seller was Parametric Portfolio Associates, cutting an estimated $2.19M.

  • 38 institutional investors held Lantronix (LTRX) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $23.7M of Lantronix stock for Q1 2021, down 3.2% quarter-over-quarter.
  • 8 funds opened new Lantronix positions in Q1 2021 and 8 closed out, a net change of 0 holders.
  • The largest Lantronix buyer in Q1 2021 was Luther King Capital Management (LKCM), an estimated $1.08M added.
  • The largest Lantronix seller in Q1 2021 was Parametric Portfolio Associates, an estimated $2.19M sold.

Based on aggregated 13F filings for Q1 2021.