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Stoneridge

108 hedge funds and large institutions have $511M invested in Stoneridge in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.98% more ownership

Funds ownership: 99.1%100.08% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $534M → $511M (-$23.1M)

7% less funds holding

Funds holding: 116108 (-8)

19% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 43

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
108
Holders Change
-8
Holders Change %
-6.9%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
35
Reduced
43
Closed
15
Calls
$4.31M
Puts
Net Calls
+$4.31M
Net Calls Change
+$4.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
101
Stephens Consulting
Michigan
$4.06K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$4K +$142 +8 +4%
LC
103
Lindbrook Capital
California
$3.96K
NA
104
NewEdge Advisors
Louisiana
$1.57K -$3.94K -222 -72%
EWA
105
EverSource Wealth Advisors
Alabama
$1.56K +$1.85K +104 New
US Bancorp
106
US Bancorp
Minnesota
$295 +$284 +16 New
PA
107
Parallel Advisors
California
$148
AWM
108
Avior Wealth Management
Nebraska
$147 +$142 +8 New
Connor, Clark & Lunn Investment Management (CC&L)
109
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$750K -38,328 Closed
Millennium Management
110
Millennium Management
New York
-$706K -36,083 Closed
Renaissance Technologies
111
Renaissance Technologies
New York
-$660K -33,719 Closed
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
-$630K -32,209 Closed
GCP
113
GSA Capital Partners
United Kingdom
-$337K -17,217 Closed
Los Angeles Capital Management
114
Los Angeles Capital Management
California
-$298K -15,242 Closed
VOYA Investment Management
115
VOYA Investment Management
Georgia
-$219K -11,181 Closed
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
-$154K -7,849 Closed
Acadian Asset Management
117
Acadian Asset Management
Massachusetts
-$123K -6,302 Closed
GCM
118
Gladius Capital Management
Illinois
-$75.6K -3,864 Closed
A
119
AJOVista
Massachusetts
-$42K -2,148 Closed
ACM
120
Aquatic Capital Management
Illinois
-$6K -300 Closed
GI
121
GAMMA Investing
California
-$480 -27 Closed
FFA
122
Farther Finance Advisors
California
-$20 -1 Closed