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ReposiTrak

42 hedge funds and large institutions have $26.9M invested in ReposiTrak in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

0.89% more ownership

Funds ownership: 15.59%16.48% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $28.1M → $26.9M (-$1.2M)

16% less funds holding

Funds holding: 5042 (-8)

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

91% less call options, than puts

Call options by funds: $46K | Put options by funds: $499K

Holders
42
Holders Change
-8
Holders Change %
-16%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
15
Reduced
12
Closed
11
Calls
$46K
Puts
$499K
Net Calls
-$453K
Net Calls Change
+$258K

TRAK Hedge Fund Activity: Q3 2014 in Review

42 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in ReposiTrak (TRAK) for Q3 2014, worth a combined $26.9M — down 4.3% from $28.1M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of TRAK and 3 opened new positions — a net loss of 8 holders — while 12 trimmed existing stakes and 15 added.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $2.31M. The largest seller was Coe Capital Management, exiting entirely with an estimated $711K sold.

  • 42 institutional investors held ReposiTrak (TRAK) as of Q3 2014, down from 50 in Q2 2014.
  • Funds reported $26.9M of ReposiTrak stock for Q3 2014, down 4.3% quarter-over-quarter.
  • 3 funds opened new ReposiTrak positions in Q3 2014 and 11 closed out, a net change of -8 holders.
  • The largest ReposiTrak buyer in Q3 2014 was Fidelity Investments, an estimated $2.31M added.
  • The largest ReposiTrak seller in Q3 2014 was Coe Capital Management, an estimated $711K sold.

Based on aggregated 13F filings for Q3 2014.