IDCC ranks #1138 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
IDCC is a top-conviction position for Capital Management CORP /va — at 5.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in IDCC belongs to BlackRock, Inc., but the position matters far more to Capital Management CORP /va, who has 5.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
T. Rowe Price has added to its IDCC position for two straight quarters, increasing it by $157.1M to reach $211.3M today.
Fuller & Thaler Asset Management, Inc. has trimmed its IDCC position for two straight quarters, cutting it by $60.3M while still holding $30.2M.
IDCC is down 4.5% today, but institutions show net buying of $2.4B this quarter — a divergence between today's price move and the underlying institutional flow.