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Luxfer Holdings

88 hedge funds and large institutions have $667M invested in Luxfer Holdings in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

11% more funds holding

Funds holding: 7988 (+9)

9.56% more ownership

Funds ownership: 90.19%99.75% (+9.6%)

3% more capital invested

Capital invested by funds: $647M → $667M (+$20.1M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 31

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
22
Increased
22
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$124M +$21.4M +879,369 +21%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$79.6M -$3.91M -160,960 -5%
NCM
3
Nantahala Capital Management
Connecticut
$63.8M
PIM
4
Paradice Investment Management
Colorado
$63.6M
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$35.5M -$24.7M -1,017,739 -41%
BlackRock
6
BlackRock
New York
$32.9M +$32.7M +1,343,512 New
William Blair Investment Management
7
William Blair Investment Management
Illinois
$29.3M -$761K -31,291 -3%
Renaissance Technologies
8
Renaissance Technologies
New York
$19.9M -$688K -28,300 -3%
GIM
9
Granahan Investment Management
Massachusetts
$17.8M -$1.17M -48,337 -6%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$15.9M -$929K -38,219 -6%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$15.1M +$4.02M +165,327 +37%
RCMC
12
RK Capital Management (Colorado)
Colorado
$15M -$3.51M -144,300 -19%
USAA
13
United Services Automobile Association
Texas
$13.7M -$42.1K -1,730 -0.3%
Goldman Sachs
14
Goldman Sachs
New York
$13.5M +$6.94M +285,330 +107%
RS
15
Robeco Schweiz
Switzerland
$11.3M
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$11.1M -$13.6M -557,888 -55%
State Street
17
State Street
Massachusetts
$9.71M +$9.34M +384,154 +3,189%
AA
18
Ancora Advisors
Ohio
$9.42M +$1.28M +52,611 +22%
VLKIM
19
Van Lanschot Kempen Investment Management
Netherlands
$8.51M -$754K -31,024 -8%
BAMCO Inc
20
BAMCO Inc
New York
$5.88M
HAM
21
Harber Asset Management
North Carolina
$5.83M -$591K -24,314 -9%
RA
22
Royce & Associates
New York
$5.82M +$75.4K +3,100 +1%
GKIM
23
GW&K Investment Management
Massachusetts
$4.92M +$4.88M +200,585 New
DCM
24
Driehaus Capital Management
Illinois
$4.75M -$405K -16,670 -8%
GC
25
Globeflex Capital
California
$4.15M -$16K -658 -0.4%

LXFR Hedge Fund Activity: Q2 2019 in Review

88 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Luxfer Holdings (LXFR) for Q2 2019, worth a combined $667M — up 3.1% from $647M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LXFR positions and 13 closed out — a net gain of 9 holders — while 22 added to existing stakes and 31 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $32.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $24.7M.

  • 88 institutional investors held Luxfer Holdings (LXFR) as of Q2 2019, up from 79 in Q1 2019.
  • Funds reported $667M of Luxfer Holdings stock for Q2 2019, up 3.1% quarter-over-quarter.
  • 22 funds opened new Luxfer Holdings positions in Q2 2019 and 13 closed out, a net change of +9 holders.
  • The largest Luxfer Holdings buyer in Q2 2019 was BlackRock, an estimated $32.7M added.
  • The largest Luxfer Holdings seller in Q2 2019 was T. Rowe Price Associates, an estimated $24.7M sold.

Based on aggregated 13F filings for Q2 2019.