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ROX

Castle Brands, Inc.
ROX

Delisted

ROX was delisted on the 8th of October, 2019.

43 hedge funds and large institutions have $15.9M invested in Castle Brands, Inc. in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

118% more capital invested

Capital invested by funds: $7.29M → $15.9M (+$8.63M)

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

23% more funds holding

Funds holding: 3543 (+8)

Holders
43
Holders Change
+8
Holders Change %
+22.86%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
11
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.58M +$259K +281,269 +11%
HIC
2
Hartline Investment Corp
Illinois
$4.2M -$82.9K -90,000 -3%
BCM
3
Bridgeway Capital Management
Texas
$1.46M
MHP
4
Manatuck Hill Partners
Connecticut
$1.01M +$276K +300,000 +86%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$647K +$20.9K +22,746 +6%
EI
6
EAM Investors
California
$633K +$376K +408,583 New
Goldman Sachs
7
Goldman Sachs
New York
$606K +$256K +277,822 +246%
Millennium Management
8
Millennium Management
New York
$416K +$86.8K +94,318 +54%
IR
9
IAT Reinsurance
New York
$388K -$92.1K -100,000 -29%
VKH
10
Virtu KCG Holdings
New York
$278K +$139K +150,688 +521%
Northern Trust
11
Northern Trust
Illinois
$251K +$79.7K +86,590 +115%
SAM
12
Silvercrest Asset Management
New York
$190K -$23K -25,000 -17%
Morgan Stanley
13
Morgan Stanley
New York
$139K +$82.4K +89,497 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$106K +$13.8K +15,007 +28%
Tudor Investment Corp
15
Tudor Investment Corp
Connecticut
$88K -$12.7K -13,752 -20%
Fayez Sarofim & Co
16
Fayez Sarofim & Co
Texas
$82K
PA
17
Parallel Advisors
California
$73K +$15.1K +16,385 +68%
Brown Advisory
18
Brown Advisory
Maryland
$66K
GC
19
Guggenheim Capital
Illinois
$62K +$679 +737 +2%
BA
20
Bristlecone Advisors
Washington
$56K -$58.9K -64,000 -64%
Jane Street
21
Jane Street
New York
$49K +$29.3K +31,852 New
CS
22
Credit Suisse
Switzerland
$46K +$27.3K +29,640 New
Creative Planning
23
Creative Planning
Kansas
$43K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$43K +$25.5K +27,664 New
HighTower Advisors
25
HighTower Advisors
Illinois
$41K +$9.21K +10,000 +61%

ROX Hedge Fund Activity: Q1 2017 in Review

43 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Castle Brands, Inc. (ROX) for Q1 2017, worth a combined $15.9M — up 118% from $7.29M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ROX positions and 4 closed out — a net gain of 10 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was EAM Investors, opening a new position worth an estimated $376K. The largest seller was Intrinsic Edge Capital Management, exiting entirely with an estimated $580K sold.

  • 43 institutional investors held Castle Brands, Inc. (ROX) as of Q1 2017, up from 35 in Q4 2016.
  • Funds reported $15.9M of Castle Brands, Inc. stock for Q1 2017, up 118% quarter-over-quarter.
  • 14 funds opened new Castle Brands, Inc. positions in Q1 2017 and 4 closed out, a net change of +10 holders.
  • The largest Castle Brands, Inc. buyer in Q1 2017 was EAM Investors, an estimated $376K added.
  • The largest Castle Brands, Inc. seller in Q1 2017 was Intrinsic Edge Capital Management, an estimated $580K sold.

Based on aggregated 13F filings for Q1 2017.