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Stoneridge

141 hedge funds and large institutions have $491M invested in Stoneridge in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 46

27% more capital invested

Capital invested by funds: $387M → $491M (+$104M)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 141141 (0)

1.18% less ownership

Funds ownership: 89.14%87.97% (-1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
141
Holders Change
Holders Change %
0%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
63
Reduced
46
Closed
12
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$8K
Name Holding Trade Value Shares
Change
Change in
Stake
NIMC
1
NWQ Investment Management Company
California
$40.4M +$550K +33,240 +2%
BlackRock
2
BlackRock
New York
$39.2M +$345K +20,855 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$36.3M +$1.28M +77,601 +4%
RA
4
Royce & Associates
New York
$24.7M +$172K +10,379 +0.8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$22.8M +$1,000K +60,392 +6%
JP Morgan Chase
6
JP Morgan Chase
New York
$19.1M -$1.29M -77,997 -7%
Pzena Investment Management
7
Pzena Investment Management
New York
$17.1M -$6.39M -386,186 -31%
Renaissance Technologies
8
Renaissance Technologies
New York
$15M -$1.28M -77,500 -9%
LSV Asset Management
9
LSV Asset Management
Illinois
$14.7M -$92.7K -5,600 -0.8%
AQR Capital Management
10
AQR Capital Management
Connecticut
$12.6M +$1.26M +76,263 +14%
NI
11
Numeric Investors
Massachusetts
$12.4M +$306K +18,506 +3%
State Street
12
State Street
Massachusetts
$11.4M -$74.8K -4,519 -0.8%
PCMF
13
Private Capital Management (Florida)
Florida
$9.76M -$103K -6,220 -1%
GI
14
GAMCO Investors
Connecticut
$9.06M -$8.28K -500 -0.1%
American Century Companies
15
American Century Companies
Missouri
$8.77M -$1.24M -75,181 -15%
SFM
16
Systematic Financial Management
New Jersey
$8.57M +$413K +24,926 +6%
Millennium Management
17
Millennium Management
New York
$8.02M +$2.84M +171,287 +73%
Norges Bank
18
Norges Bank
Norway
$6.92M
Northern Trust
19
Northern Trust
Illinois
$6.38M +$40.4K +2,442 +0.8%
TA
20
Teton Advisors
New York
$5.92M +$82.8K +5,000 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$5.82M -$243K -14,675 -5%
WC
22
Walthausen & Co
New York
$5.27M -$6.82M -412,050 -61%
HA
23
Heartland Advisors
Wisconsin
$4.95M
PAM
24
Panagora Asset Management
Massachusetts
$4.95M -$34.3K -2,071 -0.8%
KCM
25
Kennedy Capital Management
Missouri
$4.92M +$1.17M +70,972 +40%