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Luxfer Holdings

87 hedge funds and large institutions have $408M invested in Luxfer Holdings in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

1% less funds holding

Funds holding: 8887 (-1)

4.05% less ownership

Funds ownership: 99.75%95.7% (-4.1%)

39% less capital invested

Capital invested by funds: $667M → $408M (-$259M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
27
Reduced
28
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$81.3M +$3.33M +181,668 +4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$54.8M +$5.01M +272,972 +8%
PIM
3
Paradice Investment Management
Colorado
$41.4M +$1.19M +65,074 +3%
NCM
4
Nantahala Capital Management
Connecticut
$40.5M
BlackRock
5
BlackRock
New York
$22.6M +$2.02M +110,182 +8%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$19.9M +$1.51M +82,076 +7%
Goldman Sachs
7
Goldman Sachs
New York
$17.3M +$10.3M +560,975 +102%
VLKIM
8
Van Lanschot Kempen Investment Management
Netherlands
$12.1M +$7.83M +426,638 +123%
GIM
9
Granahan Investment Management
Massachusetts
$12M +$859K +46,812 +6%
Renaissance Technologies
10
Renaissance Technologies
New York
$8.69M -$4.69M -255,700 -31%
HAM
11
Harber Asset Management
North Carolina
$7.84M +$4.87M +265,291 +112%
State Street
12
State Street
Massachusetts
$7.43M +$1.48M +80,643 +20%
RS
13
Robeco Schweiz
Switzerland
$7.39M
TI
14
Trigran Investments
Illinois
$5.4M +$6.36M +346,372 New
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$5.11M -$5.87M -319,505 -49%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$4.96M -$5.45M -296,894 -48%
RA
17
Royce & Associates
New York
$4.8M +$1.29M +70,500 +30%
DRZID
18
DePrince Race & Zollo Inc (DRZ)
Florida
$4.26M -$3.31M -180,379 -40%
Northern Trust
19
Northern Trust
Illinois
$4.05M +$4.14M +225,446 +651%
PAM
20
Panagora Asset Management
Massachusetts
$4M +$4.07M +221,596 +631%
BAMCO Inc
21
BAMCO Inc
New York
$3.74M
GKIM
22
GW&K Investment Management
Massachusetts
$2.97M -$184K -9,997 -5%
Victory Capital Management
23
Victory Capital Management
Texas
$2.72M +$3.21M +174,754 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$2.36M +$246K +13,386 +10%
AA
25
Ancora Advisors
Ohio
$2.27M -$2.77M -150,984 -51%

LXFR Hedge Fund Activity: Q3 2019 in Review

87 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Luxfer Holdings (LXFR) for Q3 2019, worth a combined $408M — down 39% from $667M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of LXFR and 19 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 27 added.

The largest buyer was Goldman Sachs, adding an estimated $10.3M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $35.5M sold.

  • 87 institutional investors held Luxfer Holdings (LXFR) as of Q3 2019, down from 88 in Q2 2019.
  • Funds reported $408M of Luxfer Holdings stock for Q3 2019, down 39% quarter-over-quarter.
  • 19 funds opened new Luxfer Holdings positions in Q3 2019 and 20 closed out, a net change of -1 holder.
  • The largest Luxfer Holdings buyer in Q3 2019 was Goldman Sachs, an estimated $10.3M added.
  • The largest Luxfer Holdings seller in Q3 2019 was T. Rowe Price Associates, an estimated $35.5M sold.

Based on aggregated 13F filings for Q3 2019.