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Spok Holdings

87 hedge funds and large institutions have $119M invested in Spok Holdings in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less capital invested

Capital invested by funds: $130M → $119M (-$11M)

9.21% less ownership

Funds ownership: 69.71%60.5% (-9.2%)

14% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 28

16% less funds holding

Funds holding: 10387 (-16)

39% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 38

65% less call options, than puts

Call options by funds: $470K | Put options by funds: $1.33M

Holders
87
Holders Change
-16
Holders Change %
-15.53%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
24
Reduced
28
Closed
38
Calls
$470K
Puts
$1.33M
Net Calls
-$864K
Net Calls Change
-$604K
Name Holding Trade Value Shares
Change
Change in
Stake
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$15.5M +$640K +71,230 +5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$13.6M -$948K -105,528 -7%
Renaissance Technologies
3
Renaissance Technologies
New York
$12.6M -$2.54M -283,049 -19%
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.57M -$1.25M -138,600 -14%
Millennium Management
5
Millennium Management
New York
$5.02M +$1.88M +209,392 +74%
BlackRock
6
BlackRock
New York
$4.28M -$14.9M -1,661,564 -80%
TAM
7
Tocqueville Asset Management
New York
$4.1M
Assenagon Asset Management
8
Assenagon Asset Management
Luxembourg
$3.87M +$3.4M +378,487 New
Russell Investments Group
9
Russell Investments Group
United Kingdom
$3.34M +$415K +46,219 +16%
FP
10
Foundry Partners
Minnesota
$3.17M +$456K +50,804 +20%
Morgan Stanley
11
Morgan Stanley
New York
$2.86M +$1.74M +193,201 +223%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.63M -$793K -88,273 -26%
Grantham, Mayo, Van Otterloo & Co (GMO)
13
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.32M +$483K +53,800 +31%
Franklin Resources
14
Franklin Resources
California
$2.21M +$1.82M +203,122 +1,602%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$2.16M -$13.5K -1,504 -0.7%
BCM
16
Bridgeway Capital Management
Texas
$2.1M +$1.07M +119,516 +138%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$1.98M +$1.29M +143,300 +283%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.98M +$1.74M +193,546 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.87M -$14.2K -1,586 -0.9%
Marshall Wace
20
Marshall Wace
United Kingdom
$1.67M +$1.35M +150,401 +1,161%
KCM
21
Kennedy Capital Management
Missouri
$1.54M +$1.35M +150,424 New
HighTower Advisors
22
HighTower Advisors
Illinois
$1.38M +$1.1M +122,100 +890%
BCM
23
BCK Capital Management
Connecticut
$1.37M +$1.2M +133,645 New
William Blair & Company
24
William Blair & Company
Illinois
$1.24M -$327K -36,436 -23%
PGCM
25
Prescott Group Capital Management
Oklahoma
$1.17M +$1.03M +114,697 New

SPOK Hedge Fund Activity: Q3 2021 in Review

87 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Spok Holdings (SPOK) for Q3 2021, worth a combined $119M — down 8.5% from $130M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of SPOK and 23 opened new positions — a net loss of 15 holders — while 28 trimmed existing stakes and 24 added.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $3.4M. The largest seller was BlackRock, cutting an estimated $14.9M.

  • 87 institutional investors held Spok Holdings (SPOK) as of Q3 2021, down from 103 in Q2 2021.
  • Funds reported $119M of Spok Holdings stock for Q3 2021, down 8.5% quarter-over-quarter.
  • 23 funds opened new Spok Holdings positions in Q3 2021 and 38 closed out, a net change of -15 holders.
  • The largest Spok Holdings buyer in Q3 2021 was Assenagon Asset Management, an estimated $3.4M added.
  • The largest Spok Holdings seller in Q3 2021 was BlackRock, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2021.