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RST

ROSETTA STONE INC
RST

Delisted

RST was delisted on the 14th of October, 2020.

123 hedge funds and large institutions have $622M invested in ROSETTA STONE INC in 2020 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 21 increasing their positions, 40 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more capital invested

Capital invested by funds: $357M → $622M (+$265M)

51% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 35

17% more funds holding

Funds holding: 105123 (+18)

0% less call options, than puts

Call options by funds: $25.3M | Put options by funds: $25.4M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

48% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 40

Holders
123
Holders Change
+18
Holders Change %
+17.14%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
53
Increased
21
Reduced
40
Closed
35
Calls
$25.3M
Puts
$25.4M
Net Calls
-$84K
Net Calls Change
-$521K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$48.8M -$3.03M -116,871 -7%
BCM
2
Beryl Capital Management
California
$43.7M +$37.7M +1,457,660 New
CS
3
Credit Suisse
Switzerland
$43.4M +$7.63M +294,717 +26%
Vanguard Group
4
Vanguard Group
Pennsylvania
$34.8M -$2.81M -108,655 -9%
GF
5
Gabelli Funds
New York
$29.2M +$25.2M +974,233 New
AAM
6
Alpine Associates Management
Florida
$26M +$22.5M +867,586 New
AA
7
AQR Arbitrage
Connecticut
$20.1M +$17.4M +671,430 New
JP Morgan Chase
8
JP Morgan Chase
New York
$18.7M +$13.3M +513,513 +460%
DAM
9
DLD Asset Management
New York
$16.4M +$14.2M +546,658 New
FTCM
10
First Trust Capital Management
Illinois
$16.3M +$14.1M +545,192 New
WIC
11
Water Island Capital
New York
$16.3M +$14M +542,432 New
State Street
12
State Street
Massachusetts
$14.5M -$927K -35,808 -7%
Citigroup
13
Citigroup
New York
$14M +$11.9M +459,199 +6,388%
Renaissance Technologies
14
Renaissance Technologies
New York
$13.9M -$27.9M -1,078,634 -70%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$13.1M +$11.3M +437,551 New
MF
16
Magnetar Financial
Illinois
$12.4M +$10.8M +415,257 New
GCL
17
Glazer Capital LLC
New York
$12.4M +$10.7M +413,800 New
PCM
18
Pentwater Capital Management
Florida
$10.5M +$9.06M +350,000 New
N
19
Nuveen
North Carolina
$10.2M +$4.02M +155,147 +84%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$10.2M -$478K -18,453 -5%
GCIA
21
Gabelli & Co Investment Advisers
New York
$10.1M +$8.76M +338,481 New
Northern Trust
22
Northern Trust
Illinois
$8.87M -$449K -17,357 -6%
GI
23
GAMCO Investors
Connecticut
$8.71M +$7.52M +290,601 New
KC
24
Kellner Capital
New York
$7.32M +$6.32M +244,100 New
Morgan Stanley
25
Morgan Stanley
New York
$6.65M +$4.69M +181,069 +445%

RST Hedge Fund Activity: Q3 2020 in Review

123 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ROSETTA STONE INC (RST) for Q3 2020, worth a combined $622M — up 74% from $357M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new RST positions and 35 closed out — a net gain of 18 holders — while 21 added to existing stakes and 40 trimmed.

The largest buyer was Beryl Capital Management, opening a new position worth an estimated $37.7M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $39M sold.

  • 123 institutional investors held ROSETTA STONE INC (RST) as of Q3 2020, up from 105 in Q2 2020.
  • Funds reported $622M of ROSETTA STONE INC stock for Q3 2020, up 74% quarter-over-quarter.
  • 53 funds opened new ROSETTA STONE INC positions in Q3 2020 and 35 closed out, a net change of +18 holders.
  • The largest ROSETTA STONE INC buyer in Q3 2020 was Beryl Capital Management, an estimated $37.7M added.
  • The largest ROSETTA STONE INC seller in Q3 2020 was T. Rowe Price Associates, an estimated $39M sold.

Based on aggregated 13F filings for Q3 2020.