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Luxfer Holdings

72 hedge funds and large institutions have $584M invested in Luxfer Holdings in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

44% more capital invested

Capital invested by funds: $406M → $584M (+$177M)

14% more funds holding

Funds holding: 6372 (+9)

5.16% more ownership

Funds ownership: 87.74%92.9% (+5.2%)

Holders
72
Holders Change
+9
Holders Change %
+14.29%
% of All Funds
1.65%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
17
Increased
25
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$88.3M +$7.02M +341,370 +10%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$85.1M -$241K -11,690 -0.3%
NCM
3
Nantahala Capital Management
Connecticut
$61.5M
PIM
4
Paradice Investment Management
Colorado
$48.5M
Fidelity Investments
5
Fidelity Investments
Massachusetts
$41.8M -$8.25M -401,028 -18%
DRZID
6
DePrince Race & Zollo Inc (DRZ)
Florida
$30.3M -$7.14M -346,846 -21%
VLKIM
7
Van Lanschot Kempen Investment Management
Netherlands
$28.1M +$1.38M +67,236 +10%
Renaissance Technologies
8
Renaissance Technologies
New York
$20.2M +$2.15M +104,700 +14%
RCMC
9
RK Capital Management (Colorado)
Colorado
$17.9M +$7.34M +356,800 +87%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$17.8M +$15.8M +767,461 New
GIM
11
Granahan Investment Management
Massachusetts
$16.7M +$11.2M +546,328 +316%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$13.7M +$3.32M +161,559 +38%
RS
13
Robeco Schweiz
Switzerland
$12.7M
ACM
14
Archer Capital Management
New York
$10.6M -$3.07M -149,000 -25%
USAA
15
United Services Automobile Association
Texas
$9.98M
HAM
16
Harber Asset Management
North Carolina
$7.9M -$3.86M -187,721 -36%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$7.47M +$3.44M +167,241 +108%
Millennium Management
18
Millennium Management
New York
$6.97M -$1.56M -75,826 -20%
FTCM
19
First Trust Capital Management
Illinois
$5.03M -$2.3M -111,647 -34%
Wells Fargo
20
Wells Fargo
California
$4.28M +$40.4K +1,961 +1%
EGI
21
EAM Global Investors
California
$3.4M +$3.01M +146,110 New
RA
22
Royce & Associates
New York
$3.21M +$1.61M +78,300 +131%
Morgan Stanley
23
Morgan Stanley
New York
$3.13M +$902K +43,836 +48%
BAMCO Inc
24
BAMCO Inc
New York
$2.95M +$2.61M +126,960 New
CAM
25
Cortina Asset Management
Wisconsin
$2.93M +$2.59M +125,935 New

LXFR Hedge Fund Activity: Q3 2018 in Review

72 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Luxfer Holdings (LXFR) for Q3 2018, worth a combined $584M — up 44% from $406M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new LXFR positions and 8 closed out — a net gain of 9 holders — while 25 added to existing stakes and 17 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $15.8M. The largest seller was Glendon Capital Management, exiting entirely with an estimated $9.34M sold.

  • 72 institutional investors held Luxfer Holdings (LXFR) as of Q3 2018, up from 63 in Q2 2018.
  • Funds reported $584M of Luxfer Holdings stock for Q3 2018, up 44% quarter-over-quarter.
  • 17 funds opened new Luxfer Holdings positions in Q3 2018 and 8 closed out, a net change of +9 holders.
  • The largest Luxfer Holdings buyer in Q3 2018 was William Blair Investment Management, an estimated $15.8M added.
  • The largest Luxfer Holdings seller in Q3 2018 was Glendon Capital Management, an estimated $9.34M sold.

Based on aggregated 13F filings for Q3 2018.