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Luxfer Holdings

92 hedge funds and large institutions have $503M invested in Luxfer Holdings in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

6% more funds holding

Funds holding: 8792 (+5)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

1% less capital invested

Capital invested by funds: $510M → $503M (-$6.73M)

1.94% less ownership

Funds ownership: 96.05%94.12% (-1.9%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $406K

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
34
Reduced
31
Closed
8
Calls
Puts
$406K
Net Calls
-$406K
Net Calls Change
-$406K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$67.5M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$52.1M -$4.38M -215,331 -7%
PIM
3
Paradice Investment Management
Colorado
$43.1M -$1.14M -55,925 -2%
NCM
4
Nantahala Capital Management
Connecticut
$40.9M +$112K +5,505 +0.3%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$40.2M -$8.09M -397,738 -16%
VLKIM
6
Van Lanschot Kempen Investment Management
Netherlands
$38.6M +$587K +28,832 +1%
BlackRock
7
BlackRock
New York
$30.4M -$31.1K -1,528 -0.1%
RA
8
Royce & Associates
New York
$19.6M +$3.96M +194,363 +24%
American Century Companies
9
American Century Companies
Missouri
$18.7M -$1.1M -54,058 -5%
GIM
10
Granahan Investment Management
Massachusetts
$17.9M -$5.65M -277,440 -23%
AC
11
AltraVue Capital
Washington
$16M +$16.9M +829,290 New
State Street
12
State Street
Massachusetts
$13.4M +$336K +16,517 +2%
Goldman Sachs
13
Goldman Sachs
New York
$12.5M -$1.38M -67,639 -9%
RS
14
Robeco Schweiz
Switzerland
$11.6M
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$7.93M -$6.29M -308,913 -43%
LIP
16
Liontrust Investment Partners
United Kingdom
$4.45M -$503K -24,700 -10%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$4.21M +$2.05M +100,869 +86%
Northern Trust
18
Northern Trust
Illinois
$4.21M -$164K -8,038 -4%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$4.04M +$156K +7,665 +4%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$4.01M -$68.8K -3,383 -2%
LCM
21
Legato Capital Management
California
$3.48M +$3.67M +180,450 New
Vanguard Group
22
Vanguard Group
Pennsylvania
$3.4M +$25.4K +1,249 +0.7%
Wells Fargo
23
Wells Fargo
California
$3.33M +$328K +16,131 +10%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$2.62M -$34.8K -1,710 -1%
N
25
Nuveen
North Carolina
$2.48M -$190K -9,337 -7%

LXFR Hedge Fund Activity: Q4 2021 in Review

92 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Luxfer Holdings (LXFR) for Q4 2021, worth a combined $503M — down 1.3% from $510M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LXFR positions and 8 closed out — a net gain of 6 holders — while 34 added to existing stakes and 31 trimmed.

The largest buyer was AltraVue Capital, opening a new position worth an estimated $16.9M. The largest seller was William Blair Investment Management, cutting an estimated $8.09M.

  • 92 institutional investors held Luxfer Holdings (LXFR) as of Q4 2021, up from 87 in Q3 2021.
  • Funds reported $503M of Luxfer Holdings stock for Q4 2021, down 1.3% quarter-over-quarter.
  • 14 funds opened new Luxfer Holdings positions in Q4 2021 and 8 closed out, a net change of +6 holders.
  • The largest Luxfer Holdings buyer in Q4 2021 was AltraVue Capital, an estimated $16.9M added.
  • The largest Luxfer Holdings seller in Q4 2021 was William Blair Investment Management, an estimated $8.09M sold.

Based on aggregated 13F filings for Q4 2021.