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Spok Holdings

120 hedge funds and large institutions have $282M invested in Spok Holdings in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 45 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more call options, than puts

Call options by funds: $177K | Put options by funds: $32K

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

5% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 43

1% more funds holding

Funds holding: 119120 (+1)

12% less capital invested

Capital invested by funds: $321M → $282M (-$38.8M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
3.23%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
45
Reduced
43
Closed
6
Calls
$177K
Puts
$32K
Net Calls
+$145K
Net Calls Change
-$367K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$36M -$2.39M -130,516 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$30.3M -$47.9K -2,619 -0.1%
Renaissance Technologies
3
Renaissance Technologies
New York
$29.4M -$104K -5,700 -0.3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$19.3M +$990K +54,158 +5%
BIT
5
BlackRock Institutional Trust
California
$13M -$817K -44,713 -5%
LSV Asset Management
6
LSV Asset Management
Illinois
$12.4M -$4.94M -269,975 -27%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$11.4M +$7.22M +395,000 +141%
PAIM
8
Punch & Associates Investment Management
Minnesota
$9.78M -$337K -18,433 -3%
State Street
9
State Street
Massachusetts
$8.81M -$40.2K -2,197 -0.4%
NI
10
Numeric Investors
Massachusetts
$8.25M +$380K +20,773 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$7.56M +$139K +7,586 +2%
Northern Trust
12
Northern Trust
Illinois
$6.2M +$1.46K +80 +0%
RA
13
Royce & Associates
New York
$4.56M -$1.88M -102,705 -27%
American Century Companies
14
American Century Companies
Missouri
$4.53M -$179K -9,800 -4%
Morgan Stanley
15
Morgan Stanley
New York
$4.5M +$688K +37,657 +16%
Invesco
16
Invesco
Georgia
$3.6M +$58.3K +3,187 +2%
First Trust Advisors
17
First Trust Advisors
Illinois
$3.26M -$145K -7,917 -4%
BCM
18
Bridgeway Capital Management
Texas
$2.97M +$4.57K +250 +0.1%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.74M +$29.1K +1,590 +1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$2.61M +$96.7K +5,290 +4%
SFM
21
Systematic Financial Management
New Jersey
$2.5M +$407K +22,263 +18%
Prudential Financial
22
Prudential Financial
New Jersey
$2.42M +$80.4K +4,400 +3%
Principal Financial Group
23
Principal Financial Group
Iowa
$2.23M -$34.7K -1,897 -1%
CIM
24
Cambria Investment Management
California
$2.22M +$16.7K +916 +0.7%
Wells Fargo
25
Wells Fargo
California
$2.16M -$81.8K -4,472 -3%

SPOK Hedge Fund Activity: Q2 2015 in Review

120 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Spok Holdings (SPOK) for Q2 2015, worth a combined $282M — down 12% from $321M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPOK positions and 6 closed out — a net gain of 1 holder — while 45 added to existing stakes and 43 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $7.22M. The largest seller was LSV Asset Management, cutting an estimated $4.94M.

  • 120 institutional investors held Spok Holdings (SPOK) as of Q2 2015, up from 119 in Q1 2015.
  • Funds reported $282M of Spok Holdings stock for Q2 2015, down 12% quarter-over-quarter.
  • 7 funds opened new Spok Holdings positions in Q2 2015 and 6 closed out, a net change of +1 holder.
  • The largest Spok Holdings buyer in Q2 2015 was Wellington Management Group, an estimated $7.22M added.
  • The largest Spok Holdings seller in Q2 2015 was LSV Asset Management, an estimated $4.94M sold.

Based on aggregated 13F filings for Q2 2015.