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PDF Solutions

92 hedge funds and large institutions have $436M invested in PDF Solutions in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 49 increasing their positions, 26 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 26

4.94% more ownership

Funds ownership: 77.51%82.45% (+4.9%)

13% less funds holding

Funds holding: 10692 (-14)

22% less capital invested

Capital invested by funds: $562M → $436M (-$126M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

62% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 21

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $111K

Holders
92
Holders Change
-14
Holders Change %
-13.21%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
8
Increased
49
Reduced
26
Closed
21
Calls
Puts
$111K
Net Calls
-$111K
Net Calls Change
-$411K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$3.19M -$986K -53,135 -21%
Allianz Asset Management
27
Allianz Asset Management
Germany
$3.19M -$90.3K -4,868 -2%
PCM
28
Perritt Capital Management
Illinois
$2.83M +$186K +10,000 +6%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$2.68M -$321K -17,287 -10%
NIP
30
Nicholas Investment Partners
California
$2.46M -$1.36M -73,515 -33%
Deutsche Bank
31
Deutsche Bank
Germany
$2.02M +$1.63M +87,632 +249%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.92M +$1.18M +63,841 +121%
USAA
33
United Services Automobile Association
Texas
$1.86M +$1.44M +77,500 +220%
Charles Schwab
34
Charles Schwab
California
$1.84M +$12K +646 +0.6%
Citadel Advisors
35
Citadel Advisors
Florida
$1.81M +$2.04M +110,131 New
MC
36
Menta Capital
California
$1.43M +$269K +14,515 +20%
Renaissance Technologies
37
Renaissance Technologies
New York
$1.37M -$1.59M -85,700 -51%
AIS
38
AlphaOne Investment Services
Pennsylvania
$1.3M +$1.47M +79,300 New
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$1.29M
TCIM
40
TIAA CREF Investment Management
New York
$1.24M +$46.3K +2,495 +3%
CIA
41
Capital Impact Advisors
Massachusetts
$874K -$378K -20,362 -28%
PP
42
PDT Partners
New York
$863K +$93.4K +5,032 +11%
CCM
43
Cadence Capital Management
Massachusetts
$843K +$509K +27,449 +115%
TA
44
Teachers Advisors
New York
$820K +$97.6K +5,259 +12%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$814K -$70.5K -3,800 -7%
Invesco
46
Invesco
Georgia
$758K +$439K +23,651 +105%
KeyBank National Association
47
KeyBank National Association
Ohio
$718K +$201K +10,845 +33%
Swiss National Bank
48
Swiss National Bank
Switzerland
$717K
Wells Fargo
49
Wells Fargo
California
$706K +$20.1K +1,084 +3%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$676K +$141K +7,595 +23%

PDFS Hedge Fund Activity: Q2 2017 in Review

92 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PDF Solutions (PDFS) for Q2 2017, worth a combined $436M — down 22% from $562M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PDFS and 8 opened new positions — a net loss of 13 holders — while 26 trimmed existing stakes and 49 added.

The largest buyer was Fidelity Investments, adding an estimated $18.6M. The largest seller was Castleark Management, exiting entirely with an estimated $5.5M sold.

  • 92 institutional investors held PDF Solutions (PDFS) as of Q2 2017, down from 106 in Q1 2017.
  • Funds reported $436M of PDF Solutions stock for Q2 2017, down 22% quarter-over-quarter.
  • 8 funds opened new PDF Solutions positions in Q2 2017 and 21 closed out, a net change of -13 holders.
  • The largest PDF Solutions buyer in Q2 2017 was Fidelity Investments, an estimated $18.6M added.
  • The largest PDF Solutions seller in Q2 2017 was Castleark Management, an estimated $5.5M sold.

Based on aggregated 13F filings for Q2 2017.