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Luxfer Holdings

75 hedge funds and large institutions have $373M invested in Luxfer Holdings in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

1.67% more ownership

Funds ownership: 94.48%96.15% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 8375 (-8)

22% less capital invested

Capital invested by funds: $479M → $373M (-$107M)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
75
Holders Change
-8
Holders Change %
-9.64%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
33
Reduced
24
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$67M -$7.22M -454,200 -9%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$51.8M +$1.81M +113,900 +3%
PIM
3
Paradice Investment Management
Colorado
$36.7M -$551K -34,668 -1%
NCM
4
Nantahala Capital Management
Connecticut
$34.4M
William Blair Investment Management
5
William Blair Investment Management
Illinois
$26.7M +$6.4M +402,651 +27%
BlackRock
6
BlackRock
New York
$20.5M +$290K +18,227 +1%
Goldman Sachs
7
Goldman Sachs
New York
$15.7M +$7.29M +458,762 +70%
VLKIM
8
Van Lanschot Kempen Investment Management
Netherlands
$13.2M +$1.33M +83,909 +10%
GIM
9
Granahan Investment Management
Massachusetts
$11.5M -$87.1K -5,483 -0.7%
TI
10
Trigran Investments
Illinois
$10.8M +$3.27M +205,645 +37%
HAM
11
Harber Asset Management
North Carolina
$8.47M +$740K +46,588 +8%
State Street
12
State Street
Massachusetts
$8.15M +$1.06M +66,427 +13%
RS
13
Robeco Schweiz
Switzerland
$7.28M +$524K +33,000 +7%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$6.64M +$2.42M +152,501 +48%
American Century Companies
15
American Century Companies
Missouri
$5.93M +$6.67M +419,577 New
RCM
16
Rutabaga Capital Management
Massachusetts
$5.41M +$575K +36,196 +10%
PCM
17
Penn Capital Management
Pennsylvania
$4.99M +$1.64M +103,497 +42%
RA
18
Royce & Associates
New York
$4.25M -$234K -14,700 -5%
Northern Trust
19
Northern Trust
Illinois
$3.79M +$28.8K +1,810 +0.7%
Victory Capital Management
20
Victory Capital Management
Texas
$3.32M +$1.86M +117,243 +100%
Renaissance Technologies
21
Renaissance Technologies
New York
$2.46M -$1.8M -113,301 -39%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$2.27M +$331K +20,820 +15%
GKIM
23
GW&K Investment Management
Massachusetts
$2.09M -$501K -31,507 -18%
Vanguard Group
24
Vanguard Group
Pennsylvania
$1.8M -$261K -16,420 -11%
Wells Fargo
25
Wells Fargo
California
$1.5M -$133K -8,370 -7%

LXFR Hedge Fund Activity: Q1 2020 in Review

75 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Luxfer Holdings (LXFR) for Q1 2020, worth a combined $373M — down 22% from $479M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of LXFR and 10 opened new positions — a net loss of 6 holders — while 24 trimmed existing stakes and 33 added.

The largest buyer was Goldman Sachs, adding an estimated $7.29M. The largest seller was Fidelity Investments, cutting an estimated $7.22M.

  • 75 institutional investors held Luxfer Holdings (LXFR) as of Q1 2020, down from 83 in Q4 2019.
  • Funds reported $373M of Luxfer Holdings stock for Q1 2020, down 22% quarter-over-quarter.
  • 10 funds opened new Luxfer Holdings positions in Q1 2020 and 16 closed out, a net change of -6 holders.
  • The largest Luxfer Holdings buyer in Q1 2020 was Goldman Sachs, an estimated $7.29M added.
  • The largest Luxfer Holdings seller in Q1 2020 was Fidelity Investments, an estimated $7.22M sold.

Based on aggregated 13F filings for Q1 2020.