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Xtant Medical Holdings

22 hedge funds and large institutions have $39M invested in Xtant Medical Holdings in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

263% more capital invested

Capital invested by funds: $10.8M → $39M (+$28.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less funds holding

Funds holding: 2522 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
22
Holders Change
-3
Holders Change %
-12%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
7
Reduced
1
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OrbiMed
New York
$32.1M
PCM
2
Perkins Capital Management
Minnesota
$3.26M +$849K +10,007 +33%
GCM
3
Goldman Capital Management
New York
$1.41M +$484K +5,709 +49%
OA
4
Outfitter Advisors
Virginia
$676K +$196K +2,311 +38%
Vanguard Group
5
Vanguard Group
Pennsylvania
$644K +$132K +1,553 +24%
CCM
6
Coe Capital Management
Illinois
$524K +$106K +1,252 +24%
Wells Fargo
7
Wells Fargo
California
$234K +$174K +2,046 +246%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$56K
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$32K -$373K -4,395 -92%
Northern Trust
10
Northern Trust
Illinois
$27K
VWM
11
Valley Wealth Managers
New Jersey
$24K
U
12
UBS
Switzerland
$14K
Morgan Stanley
13
Morgan Stanley
New York
$14K +$6.28K +74 +76%
Goldman Sachs
14
Goldman Sachs
New York
$8K +$8.74K +103 New
GI
15
Gradient Investments
Minnesota
$7K
RG
16
Rathbones Group
United Kingdom
$7K
State Street
17
State Street
Massachusetts
$7K
AIG
18
American International Group
New York
$4.82K +$5.09K +60 New
Ameriprise
19
Ameriprise
Minnesota
$1K
Deutsche Bank
20
Deutsche Bank
Germany
$1K +$1.7K +20 New
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$820
California Public Employees Retirement System
22
California Public Employees Retirement System
California
-$64K -770 Closed
LPL Financial
23
LPL Financial
California
-$67K -667 Closed
Citadel Advisors
24
Citadel Advisors
Florida
-$42K -420 Closed
VKH
25
Virtu KCG Holdings
New York
-$19K -188 Closed

XTNT Hedge Fund Activity: Q2 2014 in Review

22 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Xtant Medical Holdings (XTNT) for Q2 2014, worth a combined $39M — up 263% from $10.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XTNT and 3 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 7 added.

The largest buyer was Perkins Capital Management, adding an estimated $849K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $373K.

  • 22 institutional investors held Xtant Medical Holdings (XTNT) as of Q2 2014, down from 25 in Q1 2014.
  • Funds reported $39M of Xtant Medical Holdings stock for Q2 2014, up 263% quarter-over-quarter.
  • 3 funds opened new Xtant Medical Holdings positions in Q2 2014 and 6 closed out, a net change of -3 holders.
  • The largest Xtant Medical Holdings buyer in Q2 2014 was Perkins Capital Management, an estimated $849K added.
  • The largest Xtant Medical Holdings seller in Q2 2014 was Cambridge Investment Research Advisors, an estimated $373K sold.

Based on aggregated 13F filings for Q2 2014.