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PDF Solutions

100 hedge funds and large institutions have $246M invested in PDF Solutions in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 27

3.26% less ownership

Funds ownership: 87.91%84.65% (-3.3%)

4% less funds holding

Funds holding: 104100 (-4)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

27% less capital invested

Capital invested by funds: $337M → $246M (-$91.1M)

82% less call options, than puts

Call options by funds: $839K | Put options by funds: $4.79M

Holders
100
Holders Change
-4
Holders Change %
-3.85%
% 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
11
Increased
43
Reduced
27
Closed
14
Calls
$839K
Puts
$4.79M
Net Calls
-$3.95M
Net Calls Change
-$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$1.29M +$444K +44,100 +45%
Charles Schwab
27
Charles Schwab
California
$1.29M +$13.8K +1,376 +1%
Invesco
28
Invesco
Georgia
$1.28M +$86.4K +8,587 +6%
Goldman Sachs
29
Goldman Sachs
New York
$844K +$125K +12,459 +15%
Bank of America
30
Bank of America
North Carolina
$820K +$632K +62,810 +225%
Citadel Advisors
31
Citadel Advisors
Florida
$741K -$1.64M -163,403 -67%
Deutsche Bank
32
Deutsche Bank
Germany
$642K -$295K -29,319 -29%
Group One Trading
33
Group One Trading
Illinois
$637K +$710K +70,552 New
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$621K +$49.8K +4,949 +8%
Barrow, Hanley, Mewhinney & Strauss
35
Barrow, Hanley, Mewhinney & Strauss
Texas
$619K -$76.7K -7,619 -10%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$594K +$966 +96 +0.1%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$575K +$135K +13,368 +27%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$572K +$133K +13,196 +26%
TCIM
39
TIAA CREF Investment Management
New York
$543K -$22.3K -2,219 -4%
Legal & General Group
40
Legal & General Group
United Kingdom
$535K +$56.9K +5,658 +10%
TA
41
Teachers Advisors
New York
$515K +$71.9K +7,147 +14%
Simplex Trading
42
Simplex Trading
Illinois
$514K +$543K +53,964 +1,772%
Morgan Stanley
43
Morgan Stanley
New York
$485K -$73.6K -7,309 -12%
Wolverine Trading
44
Wolverine Trading
Illinois
$457K +$509K +50,617 New
PPA
45
Parametric Portfolio Associates
Washington
$454K +$179K +17,819 +55%
Swiss National Bank
46
Swiss National Bank
Switzerland
$444K
Prudential Financial
47
Prudential Financial
New Jersey
$411K +$1.61K +160 +0.4%
PI
48
PEAK6 Investments
Illinois
$387K +$431K +42,828 New
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$384K
ASRS
50
Arizona State Retirement System
Arizona
$362K

PDFS Hedge Fund Activity: Q3 2018 in Review

100 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in PDF Solutions (PDFS) for Q3 2018, worth a combined $246M — down 27% from $337M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PDFS and 11 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 43 added.

The largest buyer was OppenheimerFunds, adding an estimated $10.1M. The largest seller was Cardinal Capital Management LLC (Connecticut), exiting entirely with an estimated $15.6M sold.

  • 100 institutional investors held PDF Solutions (PDFS) as of Q3 2018, down from 104 in Q2 2018.
  • Funds reported $246M of PDF Solutions stock for Q3 2018, down 27% quarter-over-quarter.
  • 11 funds opened new PDF Solutions positions in Q3 2018 and 14 closed out, a net change of -3 holders.
  • The largest PDF Solutions buyer in Q3 2018 was OppenheimerFunds, an estimated $10.1M added.
  • The largest PDF Solutions seller in Q3 2018 was Cardinal Capital Management LLC (Connecticut), an estimated $15.6M sold.

Based on aggregated 13F filings for Q3 2018.