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Spok Holdings

119 hedge funds and large institutions have $251M invested in Spok Holdings in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

6% more funds holding

Funds holding: 112119 (+7)

2% more capital invested

Capital invested by funds: $247M → $251M (+$3.75M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
3.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
45
Reduced
38
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFS
76
Ifrah Financial Services
Arkansas
$305K -$3.49K -241 -1%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$295K
RC
78
RBF Capital
California
$286K
SCA
79
Secor Capital Advisors
New York
$282K +$286K +19,753 New
BG
80
BlackRock Group
United Kingdom
$276K -$187K -12,943 -40%
B
81
Barings
North Carolina
$264K +$33.3K +2,300 +14%
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$263K
VRS
83
Virginia Retirement Systems
Virginia
$251K -$11.6K -800 -4%
MAM
84
Martingale Asset Management
Massachusetts
$250K +$253K +17,507 New
NA
85
Navellier & Associates
Nevada
$246K +$250K +17,244 New
ASRS
86
Arizona State Retirement System
Arizona
$244K -$31.8K -2,200 -11%
Nomura Holdings
87
Nomura Holdings
Japan
$239K +$241K +16,669 New
AIG
88
American International Group
New York
$235K +$1.32K +91 +0.6%
Axa
89
Axa
France
$229K -$311K -21,526 -57%
UBS AM
90
UBS AM
Illinois
$208K +$23.2K +1,600 +12%
CCA
91
Conestoga Capital Advisors
Pennsylvania
$206K -$6.51K -450 -3%
BA
92
BlackRock Advisors
Delaware
$206K +$14.5K +999 +7%
CAM
93
Capstone Asset Management
Texas
$184K +$3.27K +226 +2%
PA
94
Profund Advisors
Maryland
$181K -$17.1K -1,182 -9%
NCCM
95
Nine Chapters Capital Management
New Jersey
$160K +$162K +11,200 New
AG
96
Aperio Group
California
$153K
TRSOTSOK
97
Teachers Retirement System of the State of Kentucky
Kentucky
$153K
Jacobs Levy Equity Management
98
Jacobs Levy Equity Management
New Jersey
$146K -$37.6K -2,600 -20%
LSERS
99
Louisiana State Employees Retirement System
Louisiana
$143K +$145K +10,000 New
CCMH
100
Cornerstone Capital Management Holdings
New York
$125K -$59.3K -4,100 -32%

SPOK Hedge Fund Activity: Q4 2013 in Review

119 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Spok Holdings (SPOK) for Q4 2013, worth a combined $251M — up 1.5% from $247M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SPOK positions and 6 closed out — a net gain of 7 holders — while 45 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.16M. The largest seller was JP Morgan Chase, cutting an estimated $5.18M.

  • 119 institutional investors held Spok Holdings (SPOK) as of Q4 2013, up from 112 in Q3 2013.
  • Funds reported $251M of Spok Holdings stock for Q4 2013, up 1.5% quarter-over-quarter.
  • 13 funds opened new Spok Holdings positions in Q4 2013 and 6 closed out, a net change of +7 holders.
  • The largest Spok Holdings buyer in Q4 2013 was Morgan Stanley, an estimated $1.16M added.
  • The largest Spok Holdings seller in Q4 2013 was JP Morgan Chase, an estimated $5.18M sold.

Based on aggregated 13F filings for Q4 2013.