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Spok Holdings

125 hedge funds and large institutions have $270M invested in Spok Holdings in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

20% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 41

4% more funds holding

Funds holding: 120125 (+5)

4% less capital invested

Capital invested by funds: $282M → $270M (-$11.9M)

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
3.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
49
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$32.4M -$2.81M -169,968 -8%
Renaissance Technologies
2
Renaissance Technologies
New York
$28.4M -$348K -21,000 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$27.8M -$1.76M -106,547 -6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$19.6M +$659K +39,803 +3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$13.8M +$2.71M +163,940 +24%
BIT
6
BlackRock Institutional Trust
California
$12.4M -$313K -18,932 -2%
PAIM
7
Punch & Associates Investment Management
Minnesota
$11.7M +$2.16M +130,586 +22%
State Street
8
State Street
Massachusetts
$8.83M +$218K +13,164 +3%
LSV Asset Management
9
LSV Asset Management
Illinois
$7.8M -$4.33M -261,681 -36%
NI
10
Numeric Investors
Massachusetts
$7.77M -$296K -17,900 -4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$7.72M +$333K +20,122 +4%
Northern Trust
12
Northern Trust
Illinois
$5.64M -$421K -25,449 -7%
American Century Companies
13
American Century Companies
Missouri
$4.27M -$158K -9,553 -4%
BCM
14
Bridgeway Capital Management
Texas
$3.79M +$891K +53,850 +31%
Morgan Stanley
15
Morgan Stanley
New York
$3.65M -$760K -45,943 -17%
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$3.51M +$3.5M +211,539 +13,621%
First Trust Advisors
17
First Trust Advisors
Illinois
$3.33M +$140K +8,438 +4%
Invesco
18
Invesco
Georgia
$2.75M -$766K -46,269 -22%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.67M +$121K +7,284 +5%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.67M -$11.2K -678 -0.4%
Prudential Financial
21
Prudential Financial
New Jersey
$2.27M -$96K -5,800 -4%
Principal Financial Group
22
Principal Financial Group
Iowa
$2.24M +$64.4K +3,891 +3%
Wells Fargo
23
Wells Fargo
California
$2.22M +$105K +6,345 +5%
Ameriprise
24
Ameriprise
Minnesota
$2.08M -$15.1K -914 -0.7%
PPA
25
Parametric Portfolio Associates
Washington
$1.98M -$11.8K -712 -0.6%

SPOK Hedge Fund Activity: Q3 2015 in Review

125 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Spok Holdings (SPOK) for Q3 2015, worth a combined $270M — down 4.2% from $282M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SPOK positions and 7 closed out — a net gain of 5 holders — while 49 added to existing stakes and 41 trimmed.

The largest buyer was O'Shaughnessy Asset Management, adding an estimated $3.5M. The largest seller was LSV Asset Management, cutting an estimated $4.33M.

  • 125 institutional investors held Spok Holdings (SPOK) as of Q3 2015, up from 120 in Q2 2015.
  • Funds reported $270M of Spok Holdings stock for Q3 2015, down 4.2% quarter-over-quarter.
  • 12 funds opened new Spok Holdings positions in Q3 2015 and 7 closed out, a net change of +5 holders.
  • The largest Spok Holdings buyer in Q3 2015 was O'Shaughnessy Asset Management, an estimated $3.5M added.
  • The largest Spok Holdings seller in Q3 2015 was LSV Asset Management, an estimated $4.33M sold.

Based on aggregated 13F filings for Q3 2015.