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Rockwell Automation
ROK

Overview Fund Activity

1,103 hedge funds and large institutions have $27.2B invested in Rockwell Automation in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 363 increasing their positions, 383 reducing their positions, and 63 closing their positions.

Holders
1,103
Holders Change
+51
Holders Change %
+4.85%
% of All Funds
17.66%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
130
Increased
363
Reduced
383
Closed
63
Calls
$152M
Puts
$92.4M
Net Calls
+$59.7M
Net Calls Change
+$29.7M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$477M
2
Invesco
2
Invesco
Georgia
$349M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$774M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$89.6M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$85M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$51.4M
2
CIP
2
Champlain Investment Partners
Vermont
$201M
3
Amundi
3
Amundi
France
$531M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$354M
5
TCM
5
TimesSquare Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$211M 719,355 +1,314 +0.2%
UBS AM
27
UBS AM
Illinois
$202M 689,991 +36,841 +6%
CIP
28
Champlain Investment Partners
Vermont
$201M 686,147 -345,965 -34%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$180M 611,741 +15,563 +3%
Charles Schwab
30
Charles Schwab
California
$178M 606,652 +3,672 +0.6%
Luther King Capital Management (LKCM)
31
Luther King Capital Management (LKCM)
Texas
$169M 574,364 -4,733 -0.8%
AllianceBernstein
32
AllianceBernstein
Tennessee
$157M 536,661 -5,492 -1%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$148M 505,987 +110,124 +28%
Impax Asset Management Group
34
Impax Asset Management Group
United Kingdom
$147M 500,067 -25,617 -5%
Fisher Asset Management
35
Fisher Asset Management
Washington
$135M 459,069 +237,291 +107%
Swiss National Bank
36
Swiss National Bank
Switzerland
$134M 455,800 -13,400 -3%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$131M 446,834 -28 -0%
Swedbank
38
Swedbank
Sweden
$125M 424,512 -92,362 -18%
APG Asset Management
39
APG Asset Management
Netherlands
$122M 451,024 -2,400 -0.5%
VanEck Associates
40
VanEck Associates
New York
$122M 414,507 +25,387 +7%
DZ Bank
41
DZ Bank
Germany
$108M 367,485 +17,370 +5%
William Blair & Company
42
William Blair & Company
Illinois
$107M 364,509 +31,840 +10%
Wells Fargo
43
Wells Fargo
California
$104M 354,306 +1,067 +0.3%
MPI
44
Mairs & Power Inc
Minnesota
$101M 345,789 +139 +0%
Handelsbanken Fonder
45
Handelsbanken Fonder
Sweden
$97.3M 331,670 +110,666 +50%
Westfield Capital Management
46
Westfield Capital Management
Massachusetts
$94.6M 322,262 -3,029 -0.9%
Bank Julius Baer & Co
47
Bank Julius Baer & Co
Switzerland
$91.4M 311,470 -724 -0.2%
Artisan Partners
48
Artisan Partners
Wisconsin
$89.6M 305,424 +305,424 New
SC
49
Saturna Capital
Washington
$88.1M 300,300 – –
Lord, Abbett & Co
50
Lord, Abbett & Co
New Jersey
$85M 289,567 +289,567 New
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