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Stratasys

244 hedge funds and large institutions have $2.7B invested in Stratasys in 2013 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 92 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 24

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

53% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 60

49% more capital invested

Capital invested by funds: $1.82B → $2.7B (+$883M)

21% more funds holding

Funds holding: 201244 (+43)

20% less call options, than puts

Call options by funds: $77.4M | Put options by funds: $96.5M

Holders
244
Holders Change
+43
Holders Change %
+21.39%
% of All Funds
7.91%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.26%
New
69
Increased
92
Reduced
60
Closed
24
Calls
$77.4M
Puts
$96.5M
Net Calls
-$19.1M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$183M +$67.1M +692,523 +62%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$169M +$5.02M +51,800 +3%
KCM
3
Kornitzer Capital Management
Kansas
$137M -$1.22M -12,650 -0.9%
Tiger Global Management
4
Tiger Global Management
New York
$132M
Primecap Management
5
Primecap Management
California
$128M
O
6
OppenheimerFunds
New York
$92.1M +$7.04M +72,690 +9%
Franklin Resources
7
Franklin Resources
California
$71.4M +$29.9M +308,384 +78%
WBC
8
Westpac Banking Corp
Australia
$71.2M -$9.34M -96,422 -12%
JHIU
9
Janus Henderson Investors US
Colorado
$69M -$14.2M -146,429 -18%
Jennison Associates
10
Jennison Associates
New York
$56M +$53.5M +552,611 New
CCM
11
Cornerstone Capital Management
Minnesota
$48.5M +$1.43M +14,817 +3%
CM
12
Castleark Management
Illinois
$45.7M +$36.7M +378,540 New
TI
13
Turner Investments
Pennsylvania
$44M -$5.44M -56,144 -11%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$43.8M +$20.4M +211,124 +95%
RP
15
Riverbridge Partners
Minnesota
$43.6M +$829K +8,560 +2%
Deutsche Bank
16
Deutsche Bank
Germany
$42.7M +$25.2M +260,069 +161%
TIM
17
Thornburg Investment Management
New Mexico
$40.7M +$4.48M +46,313 +13%
TCIM
18
TIAA CREF Investment Management
New York
$40.5M +$23.3M +240,198 +150%
TA
19
Teachers Advisors
New York
$36.8M +$13.6M +140,482 +63%
WMC
20
Westwood Management Corporation
Illinois
$35.6M -$678K -7,000 -2%
Baillie Gifford & Co
21
Baillie Gifford & Co
United Kingdom
$33.8M -$1.56M -16,100 -5%
CWAM
22
Columbia Wanger Asset Management
Illinois
$32.4M
Norges Bank
23
Norges Bank
Norway
$32.1M
State Street
24
State Street
Massachusetts
$31.9M +$173K +1,790 +0.6%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$31.9M -$13.6M -140,350 -31%

SSYS Hedge Fund Activity: Q3 2013 in Review

244 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Stratasys (SSYS) for Q3 2013, worth a combined $2.7B — up 49% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SSYS positions and 24 closed out — a net gain of 45 holders — while 92 added to existing stakes and 60 trimmed.

The largest buyer was Wells Fargo, adding an estimated $67.1M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $19.4M sold.

  • 244 institutional investors held Stratasys (SSYS) as of Q3 2013, up from 201 in Q2 2013.
  • Funds reported $2.7B of Stratasys stock for Q3 2013, up 49% quarter-over-quarter.
  • 69 funds opened new Stratasys positions in Q3 2013 and 24 closed out, a net change of +45 holders.
  • The largest Stratasys buyer in Q3 2013 was Wells Fargo, an estimated $67.1M added.
  • The largest Stratasys seller in Q3 2013 was 1832 Asset Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q3 2013.