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Stoneridge

125 hedge funds and large institutions have $358M invested in Stoneridge in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

12% more funds holding

Funds holding: 112125 (+13)

1.94% more ownership

Funds ownership: 87.35%89.28% (+1.9%)

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

0% less capital invested

Capital invested by funds: $359M → $358M (-$909K)

Holders
125
Holders Change
+13
Holders Change %
+11.61%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
43
Reduced
43
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$962K +$657K +52,226 +377%
EA
52
Emerald Advisers
Pennsylvania
$904K -$90.5K -7,193 -10%
BIM
53
Bogle Investment Management
Massachusetts
$878K +$759K +60,327 New
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$864K +$93.1K +7,396 +14%
Charles Schwab
55
Charles Schwab
California
$811K
RFC
56
Russell Frank Company
Washington
$777K -$219K -17,389 -25%
CCM
57
Cadence Capital Management
Massachusetts
$708K -$182K -14,480 -23%
Federated Hermes
58
Federated Hermes
Pennsylvania
$708K -$35.9K -2,855 -6%
SO
59
STRS Ohio
Ohio
$655K -$39K -3,100 -6%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$649K +$302K +24,000 +117%
TA
61
Teachers Advisors
New York
$600K
CAM
62
ClariVest Asset Management
California
$598K -$643K -51,145 -55%
CIC
63
Cornercap Investment Counsel
Georgia
$598K
Deutsche Bank
64
Deutsche Bank
Germany
$554K +$122K +9,714 +34%
CS
65
Credit Suisse
Switzerland
$535K +$300K +23,876 +186%
MC
66
Menta Capital
California
$527K -$156K -12,400 -26%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$522K +$1.26K +100 +0.3%
PA
68
Pinnacle Associates
New York
$512K -$68.6K -5,450 -13%
Jacobs Levy Equity Management
69
Jacobs Levy Equity Management
New Jersey
$438K -$343K -27,280 -48%
AQR Capital Management
70
AQR Capital Management
Connecticut
$430K +$371K +29,524 New
SIM
71
Spark Investment Management
New York
$422K +$365K +29,000 New
PAM
72
Panagora Asset Management
Massachusetts
$392K +$8.09K +643 +2%
EMFAT
73
Emerald Mutual Fund Advisers Trust
Pennsylvania
$382K -$41.9K -3,331 -11%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$373K
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$372K +$83.2K +6,613 +35%