We are live on ! Find out more
SRI icon

Stoneridge

145 hedge funds and large institutions have $437M invested in Stoneridge in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 52

5% less capital invested

Capital invested by funds: $459M → $437M (-$21.6M)

1.19% less ownership

Funds ownership: 90.02%88.83% (-1.2%)

6% less funds holding

Funds holding: 155145 (-10)

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

Holders
145
Holders Change
-10
Holders Change %
-6.45%
% of All Funds
3.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
59
Reduced
52
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NIMC
1
NWQ Investment Management Company
California
$33M -$7.33M -433,128 -19%
Pzena Investment Management
2
Pzena Investment Management
New York
$27.3M +$1.44M +85,252 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$27.3M -$279K -16,514 -1%
NI
4
Numeric Investors
Massachusetts
$19.1M +$10.6M +626,151 +139%
Vanguard Group
5
Vanguard Group
Pennsylvania
$18.9M +$591K +34,922 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$18M +$1.21M +71,469 +8%
BFA
7
BlackRock Fund Advisors
California
$15.1M +$1.98M +117,205 +16%
BIT
8
BlackRock Institutional Trust
California
$13.3M +$237K +14,001 +2%
1SAMC
9
12th Street Asset Management Company
Tennessee
$12.3M +$5.23M +309,173 +80%
LSV Asset Management
10
LSV Asset Management
Illinois
$11.7M +$198K +11,700 +2%
WC
11
Walthausen & Co
New York
$10.3M +$2.63M +155,570 +36%
State Street
12
State Street
Massachusetts
$10.2M +$217K +12,849 +2%
Renaissance Technologies
13
Renaissance Technologies
New York
$9.63M -$25.4K -1,500 -0.3%
NC
14
Northpointe Capital
Michigan
$9.38M -$4.76M -281,300 -35%
PCMF
15
Private Capital Management (Florida)
Florida
$8.88M -$471K -27,860 -5%
SFM
16
Systematic Financial Management
New Jersey
$8.59M +$2.04M +120,478 +33%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$8.39M +$1.11M +65,799 +16%
PI
18
Putnam Investments
Massachusetts
$8.02M +$1.45M +86,000 +23%
AQR Capital Management
19
AQR Capital Management
Connecticut
$7.64M +$1.76M +104,215 +32%
American Century Companies
20
American Century Companies
Missouri
$6.94M +$746K +44,109 +13%
GI
21
GAMCO Investors
Connecticut
$5.85M +$428K +25,300 +8%
Northern Trust
22
Northern Trust
Illinois
$5.64M +$139K +8,193 +3%
RCM
23
Rutabaga Capital Management
Massachusetts
$5.39M
HA
24
Heartland Advisors
Wisconsin
$5.31M -$4.86M -287,225 -49%
RA
25
Royce & Associates
New York
$5.28M +$45.7K +2,700 +0.9%