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Luxfer Holdings

76 hedge funds and large institutions have $318M invested in Luxfer Holdings in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.61% more ownership

Funds ownership: 91.27%91.88% (+0.61%)

1% less funds holding

Funds holding: 7776 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

12% less capital invested

Capital invested by funds: $362M → $318M (-$44.8M)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
25
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$47M -$6.73M -494,707 -12%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$45.2M -$5.59M -411,005 -10%
PIM
3
Paradice Investment Management
Colorado
$29.7M -$2.37M -174,327 -7%
NCM
4
Nantahala Capital Management
Connecticut
$28.6M +$329K +24,193 +1%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$20.2M -$2.73M -201,084 -11%
BlackRock
6
BlackRock
New York
$19.1M +$89.4K +6,574 +0.4%
VLKIM
7
Van Lanschot Kempen Investment Management
Netherlands
$16.1M +$4.6M +338,313 +36%
GIM
8
Granahan Investment Management
Massachusetts
$13.3M +$3.65M +268,430 +34%
American Century Companies
9
American Century Companies
Missouri
$11.5M +$1.08M +79,204 +9%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$11.2M +$2.28M +167,541 +23%
Goldman Sachs
11
Goldman Sachs
New York
$8.32M -$2.58M -189,831 -22%
HAM
12
Harber Asset Management
North Carolina
$7.96M -$36.3K -2,673 -0.4%
State Street
13
State Street
Massachusetts
$7.86M +$97.9K +7,196 +1%
RS
14
Robeco Schweiz
Switzerland
$6.65M
PCM
15
Penn Capital Management
Pennsylvania
$6.14M +$647K +47,611 +11%
RCM
16
Rutabaga Capital Management
Massachusetts
$4M -$601K -44,200 -12%
Northern Trust
17
Northern Trust
Illinois
$3.34M -$98.6K -7,250 -3%
RA
18
Royce & Associates
New York
$2.96M
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$2.51M +$2.12M +155,553 +352%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$2.34M +$208K +15,314 +9%
Wells Fargo
21
Wells Fargo
California
$2.04M +$774K +56,915 +54%
N
22
Nuveen
North Carolina
$1.84M +$90.2K +6,634 +5%
Vanguard Group
23
Vanguard Group
Pennsylvania
$1.57M -$87.6K -6,444 -5%
Victory Capital Management
24
Victory Capital Management
Texas
$1.47M
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$1.38M +$446K +32,800 +43%

LXFR Hedge Fund Activity: Q3 2020 in Review

76 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Luxfer Holdings (LXFR) for Q3 2020, worth a combined $318M — down 12% from $362M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of LXFR and 8 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 25 added.

The largest buyer was Van Lanschot Kempen Investment Management, adding an estimated $4.6M. The largest seller was Fidelity Investments, cutting an estimated $6.73M.

  • 76 institutional investors held Luxfer Holdings (LXFR) as of Q3 2020, down from 77 in Q2 2020.
  • Funds reported $318M of Luxfer Holdings stock for Q3 2020, down 12% quarter-over-quarter.
  • 8 funds opened new Luxfer Holdings positions in Q3 2020 and 9 closed out, a net change of -1 holder.
  • The largest Luxfer Holdings buyer in Q3 2020 was Van Lanschot Kempen Investment Management, an estimated $4.6M added.
  • The largest Luxfer Holdings seller in Q3 2020 was Fidelity Investments, an estimated $6.73M sold.

Based on aggregated 13F filings for Q3 2020.