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XXIA

Ixia
XXIA

Delisted

XXIA was delisted on the 18th of April, 2017.

110 hedge funds and large institutions have $642M invested in Ixia in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $508M → $642M (+$135M)

22% more call options, than puts

Call options by funds: $195K | Put options by funds: $160K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 38

8% less funds holding

Funds holding: 120110 (-10)

48% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 21

Holders
110
Holders Change
-10
Holders Change %
-8.33%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
36
Reduced
38
Closed
21
Calls
$195K
Puts
$160K
Net Calls
+$35K
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$72.9M +$1.65M +167,900 +3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$60.3M +$7.08M +721,030 +16%
PBT
3
Pictet Bank & Trust
Bahamas
$51.5M
Vanguard Group
4
Vanguard Group
Pennsylvania
$48.8M +$1.85M +188,795 +5%
CCM
5
Cadian Capital Management
New York
$42.3M +$11.7M +1,196,527 +47%
BFA
6
BlackRock Fund Advisors
California
$38.2M +$3.12M +317,605 +10%
Franklin Resources
7
Franklin Resources
California
$31M +$2.48M +252,775 +10%
MNA
8
Manning & Napier Advisors
New York
$25.3M +$4.21M +428,537 +24%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$21.6M -$350K -35,665 -2%
NRC
10
North Run Capital
Massachusetts
$21.4M -$5.64M -575,000 -23%
RHJA
11
Rice Hall James & Associates
California
$18.8M +$16.4M +1,671,907 New
Capital Research Global Investors
12
Capital Research Global Investors
California
$17.8M
BIT
13
BlackRock Institutional Trust
California
$17.2M +$78.8K +8,025 +0.5%
CWAM
14
Columbia Wanger Asset Management
Illinois
$17.1M -$459K -46,800 -3%
LI
15
LMCG Investments
Massachusetts
$15.8M -$1.14M -116,166 -8%
State Street
16
State Street
Massachusetts
$11.7M -$25.6K -2,613 -0.3%
GF
17
Gabelli Funds
New York
$8.64M -$3.41M -347,300 -31%
GI
18
GAMCO Investors
Connecticut
$7.91M -$796K -81,100 -10%
Northern Trust
19
Northern Trust
Illinois
$7.78M -$398K -40,544 -6%
BA
20
BlackRock Advisors
Delaware
$6.76M -$641K -65,354 -10%
ECP
21
Elk Creek Partners
Colorado
$6.66M +$2.32M +236,411 +67%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$6.27M +$284K +28,963 +5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$5.97M -$335K -34,155 -6%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$5.89M -$147K -14,991 -3%
Wells Fargo
25
Wells Fargo
California
$5.83M -$817K -83,244 -14%

XXIA Hedge Fund Activity: Q4 2014 in Review

110 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Ixia (XXIA) for Q4 2014, worth a combined $642M — up 26% from $508M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of XXIA and 11 opened new positions — a net loss of 10 holders — while 38 trimmed existing stakes and 36 added.

The largest buyer was Rice Hall James & Associates, opening a new position worth an estimated $16.4M. The largest seller was North Run Capital, cutting an estimated $5.64M.

  • 110 institutional investors held Ixia (XXIA) as of Q4 2014, down from 120 in Q3 2014.
  • Funds reported $642M of Ixia stock for Q4 2014, up 26% quarter-over-quarter.
  • 11 funds opened new Ixia positions in Q4 2014 and 21 closed out, a net change of -10 holders.
  • The largest Ixia buyer in Q4 2014 was Rice Hall James & Associates, an estimated $16.4M added.
  • The largest Ixia seller in Q4 2014 was North Run Capital, an estimated $5.64M sold.

Based on aggregated 13F filings for Q4 2014.