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Sensata Technologies

339 hedge funds and large institutions have $7.93B invested in Sensata Technologies in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 114 increasing their positions, 108 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $7.61M | Put options by funds: $2.28M

113% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 30

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

23% more capital invested

Capital invested by funds: $6.47B → $7.93B (+$1.46B)

10% more funds holding

Funds holding: 307339 (+32)

6% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 108

0.53% less ownership

Funds ownership: 95.96%95.43% (-0.53%)

Holders
339
Holders Change
+32
Holders Change %
+10.42%
% of All Funds
6%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
64
Increased
114
Reduced
108
Closed
30
Calls
$7.61M
Puts
$2.28M
Net Calls
+$5.32M
Net Calls Change
-$89K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$813M -$47.8M -994,326 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$712M +$11.6M +241,943 +2%
GIM
3
Generation Investment Management
United Kingdom
$623M -$28.2M -587,620 -5%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$546M +$16M +333,499 +3%
BlackRock
5
BlackRock
New York
$455M +$24M +499,242 +6%
Franklin Resources
6
Franklin Resources
California
$402M -$12.2M -254,856 -3%
Select Equity Group
7
Select Equity Group
New York
$333M +$233M +4,850,690 +332%
ACH
8
ArrowMark Colorado Holdings
Colorado
$230M +$16.1M +335,573 +8%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$225M +$30.5M +634,027 +17%
PAMU
10
Pictet Asset Management (UK)
United Kingdom
$191M -$2.84M -59,106 -2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$170M -$4.53M -94,241 -3%
State Street
12
State Street
Massachusetts
$169M -$3.24M -67,477 -2%
OAG
13
Orbis Allan Gray
Bermuda
$157M +$25.1M +523,165 +21%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$153M -$9.86M -205,153 -7%
LCOV
15
London Company of Virginia
Virginia
$133M +$3.48M +72,413 +3%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$100M -$62.5K -1,300 -0.1%
SSM
17
Sound Shore Management
Connecticut
$98.1M -$12.5M -259,529 -12%
CI Investments Inc
18
CI Investments Inc
Ontario, Canada
$96.4M +$26.4M +549,700 +43%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$96.2M +$17.2M +358,790 +26%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$94.2M +$4.71M +97,965 +6%
American Century Companies
21
American Century Companies
Missouri
$89.5M +$14.2M +295,520 +21%
Norges Bank
22
Norges Bank
Norway
$84.3M +$528K +10,991 +0.7%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$68.2M +$26.7M +554,548 +75%
Bank of America
24
Bank of America
North Carolina
$66.1M -$3.2M -66,626 -5%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$66.1M -$1.87M -38,877 -3%

ST Hedge Fund Activity: Q4 2020 in Review

339 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sensata Technologies (ST) for Q4 2020, worth a combined $7.93B — up 23% from $6.47B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new ST positions and 30 closed out — a net gain of 34 holders — while 114 added to existing stakes and 108 trimmed.

The largest buyer was Select Equity Group, adding an estimated $233M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $251M sold.

  • 339 institutional investors held Sensata Technologies (ST) as of Q4 2020, up from 307 in Q3 2020.
  • Funds reported $7.93B of Sensata Technologies stock for Q4 2020, up 23% quarter-over-quarter.
  • 64 funds opened new Sensata Technologies positions in Q4 2020 and 30 closed out, a net change of +34 holders.
  • The largest Sensata Technologies buyer in Q4 2020 was Select Equity Group, an estimated $233M added.
  • The largest Sensata Technologies seller in Q4 2020 was Adage Capital Partners, an estimated $251M sold.

Based on aggregated 13F filings for Q4 2020.