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Stoneridge

155 hedge funds and large institutions have $459M invested in Stoneridge in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

30% more capital invested

Capital invested by funds: $354M → $459M (+$105M)

26% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 50

13% more funds holding

Funds holding: 137155 (+18)

4.79% more ownership

Funds ownership: 85.23%90.02% (+4.8%)

Holders
155
Holders Change
+18
Holders Change %
+13.14%
% of All Funds
4.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
63
Reduced
50
Closed
5
Calls
$15K
Puts
Net Calls
+$15K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
NIMC
1
NWQ Investment Management Company
California
$42.3M -$10.4M -600,951 -21%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$28.7M +$1.86M +107,966 +7%
Pzena Investment Management
3
Pzena Investment Management
New York
$26.9M -$7.11M -412,598 -22%
Vanguard Group
4
Vanguard Group
Pennsylvania
$19M +$625K +36,232 +4%
JP Morgan Chase
5
JP Morgan Chase
New York
$17.4M +$292K +16,958 +2%
NC
6
Northpointe Capital
Michigan
$14.9M +$299K +17,358 +2%
BIT
7
BlackRock Institutional Trust
California
$13.6M +$89.9K +5,213 +0.7%
BFA
8
BlackRock Fund Advisors
California
$13.6M +$715K +41,461 +6%
LSV Asset Management
9
LSV Asset Management
Illinois
$11.9M -$510K -29,600 -4%
HA
10
Heartland Advisors
Wisconsin
$10.8M -$1.53M -88,575 -13%
State Street
11
State Street
Massachusetts
$10.4M +$158K +9,174 +2%
Renaissance Technologies
12
Renaissance Technologies
New York
$10M +$1.62M +94,200 +21%
PCMF
13
Private Capital Management (Florida)
Florida
$9.75M -$5.05M -292,836 -36%
NI
14
Numeric Investors
Massachusetts
$8.31M +$7.34M +426,100 +1,652%
MCM
15
McKinley Capital Management
Alaska
$8.28M +$638 +37 +0%
WC
16
Walthausen & Co
New York
$7.9M +$7.4M +429,260 New
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$7.51M +$4.92M +285,405 +232%
1SAMC
18
12th Street Asset Management Company
Tennessee
$7.12M +$219K +12,710 +3%
PI
19
Putnam Investments
Massachusetts
$6.76M -$2.63M -152,398 -29%
SFM
20
Systematic Financial Management
New Jersey
$6.72M -$603K -34,959 -9%
American Century Companies
21
American Century Companies
Missouri
$6.41M +$3M +174,215 +100%
AQR Capital Management
22
AQR Capital Management
Connecticut
$6.03M +$4.34M +251,560 +331%
Northern Trust
23
Northern Trust
Illinois
$5.72M -$77.6K -4,503 -1%
GI
24
GAMCO Investors
Connecticut
$5.62M -$13.8K -800 -0.3%
RCM
25
Rutabaga Capital Management
Massachusetts
$5.61M -$2.98M -172,850 -36%