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OneSpan

140 hedge funds and large institutions have $496M invested in OneSpan in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 41

6% more capital invested

Capital invested by funds: $466M → $496M (+$30.1M)

4.31% more ownership

Funds ownership: 60.47%64.79% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less call options, than puts

Call options by funds: $796K | Put options by funds: $855K

5% less funds holding

Funds holding: 148140 (-8)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

Holders
140
Holders Change
-8
Holders Change %
-5.41%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
58
Reduced
41
Closed
24
Calls
$796K
Puts
$855K
Net Calls
-$59K
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$87M +$6.41M +342,745 +8%
LPAM
2
Legion Partners Asset Management
California
$38.3M +$27.8M +1,487,288 +285%
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.5M +$1.98M +105,798 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$28.7M +$2.03M +108,456 +8%
ECP
5
Elk Creek Partners
Colorado
$25.8M -$729K -38,996 -3%
Legal & General Group
6
Legal & General Group
United Kingdom
$24.7M -$1.8M -96,526 -7%
State Street
7
State Street
Massachusetts
$18.5M +$1.98M +106,151 +12%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$16.2M -$507K -27,106 -3%
EMG
9
ETF Managers Group
New Jersey
$15.6M +$3.36M +179,559 +28%
PCMF
10
Private Capital Management (Florida)
Florida
$11.1M -$8.61M -460,425 -44%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$9.02M +$1.11M +59,480 +14%
Northern Trust
12
Northern Trust
Illinois
$8.3M +$287K +15,379 +4%
Robeco Institutional Asset Management
13
Robeco Institutional Asset Management
Netherlands
$8.1M +$4.67M +250,000 +143%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$7.57M -$1.01M -54,019 -12%
DGI
15
Disciplined Growth Investors
Minnesota
$6.57M -$139K -7,456 -2%
AQR Capital Management
16
AQR Capital Management
Connecticut
$6.43M +$1.58M +84,494 +33%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$6.29M +$246K +13,158 +4%
JP Morgan Chase
18
JP Morgan Chase
New York
$5.82M +$586K +31,353 +11%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$5.75M -$554K -29,646 -9%
Allianz Asset Management
20
Allianz Asset Management
Germany
$5.71M +$4.15M +222,246 +286%
PCM
21
Palisade Capital Management
New Jersey
$5.7M +$1.56M +83,588 +39%
EVM
22
Eaton Vance Management
Massachusetts
$5.38M +$5.28M +282,591 New
PAM
23
Panagora Asset Management
Massachusetts
$5.25M +$697K +37,291 +16%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.83M +$333K +17,800 +8%
Renaissance Technologies
25
Renaissance Technologies
New York
$4.75M +$784K +41,970 +20%

OSPN Hedge Fund Activity: Q3 2018 in Review

140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in OneSpan (OSPN) for Q3 2018, worth a combined $496M — up 6.4% from $466M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of OSPN and 18 opened new positions — a net loss of 6 holders — while 41 trimmed existing stakes and 58 added.

The largest buyer was Legion Partners Asset Management, adding an estimated $27.8M. The largest seller was Winton Group, exiting entirely with an estimated $9.09M sold.

  • 140 institutional investors held OneSpan (OSPN) as of Q3 2018, down from 148 in Q2 2018.
  • Funds reported $496M of OneSpan stock for Q3 2018, up 6.4% quarter-over-quarter.
  • 18 funds opened new OneSpan positions in Q3 2018 and 24 closed out, a net change of -6 holders.
  • The largest OneSpan buyer in Q3 2018 was Legion Partners Asset Management, an estimated $27.8M added.
  • The largest OneSpan seller in Q3 2018 was Winton Group, an estimated $9.09M sold.

Based on aggregated 13F filings for Q3 2018.