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Stoneridge
SRI

Overview Fund Activity

119 hedge funds and large institutions have $438M invested in Stoneridge in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 60 reducing their positions, and 40 closing their positions.

Holders
119
Holders Change
-31
Holders Change %
-20.67%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
33
Reduced
60
Closed
40
Calls
$226K
Puts
$7K
Net Calls
+$219K
Net Calls Change
+$176K

Top Buyers

1
FCM
1
Frontier Capital Management
Massachusetts
$27.2M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$12.7M
3
CB
3
Cooke & Bieler
Pennsylvania
$14.4M
4
DGI
4
Disciplined Growth Investors
Minnesota
$2.99M
5
SAM
5
Silvercrest Asset Management
New York
$30.2M

Top Sellers

1
ECA
1
Encompass Capital Advisors
New York
$0
2
TAM
2
THB Asset Management
Connecticut
$0
3
RHJA
3
Rice Hall James & Associates
California
$3.57M
4
NCGI
4
Next Century Growth Investors
Minnesota
$0
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$23.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Russell Investments Group
101
Russell Investments Group
United Kingdom
$42K 2,545 -7,967 -76%
KBC Group
102
KBC Group
Belgium
$39K 2,340 -19,634 -89%
AIP
103
Ameritas Investment Partners
Nebraska
$36K 2,174 – –
Canada Life
104
Canada Life
Manitoba, Canada
$32K 1,885 – –
UBS Group
105
UBS Group
Switzerland
$29K 1,730 -29,862 -95%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$28K 1,685 – –
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$23K 1,369 +34 +3%
US Bancorp
108
US Bancorp
Minnesota
$20K 1,178 +315 +37%
LPWM
109
Lake Point Wealth Management
Texas
$18K 1,048 – –
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$10K 590 +590 New
ME
111
McIlrath & Eck
Washington
$7K 400 – –
SFS
112
Sowell Financial Services
Arkansas
$2K 139 -22 -14%
WEC
113
Winslow Evans & Crocker
Massachusetts
$2K 36 – –
PCM
114
Prelude Capital Management
New York
$2K 100 +100 New
APA
115
American Portfolios Advisors
New York
$1.02K 61 – –
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$1K 89 -9,981 -99%
LWA
117
Lenox Wealth Advisors
New York
$1K 75 – –
ECA
118
Encompass Capital Advisors
New York
– – -413,769 Closed
TAM
119
THB Asset Management
Connecticut
– – -229,084 Closed
NCGI
120
Next Century Growth Investors
Minnesota
– – -202,835 Closed
RCMC
121
RK Capital Management (Colorado)
Colorado
– – -133,830 Closed
KCM
122
Kennedy Capital Management
Missouri
– – -122,805 Closed
ACH
123
ArrowMark Colorado Holdings
Colorado
– – -104,928 Closed
RC
124
Roubaix Capital
Colorado
– – -94,463 Closed
MAG
125
Millrace Asset Group
Pennsylvania
– – -70,020 Closed
3 4
5
6 7