ROG ranks #2042 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
309 institutions disclose a position in ROG, but none treat it as a major bet — even Clearline Capital LP, its most concentrated holder, allocates just 3.4% of its own portfolio to it.
BlackRock has added to its ROG position for two straight quarters, increasing it by $247.2M to reach $556.5M today.
Third Avenue Management LLC has trimmed its ROG position for two straight quarters, cutting it by $8.2M while still holding $10.1M.
ROG is down 2.1% today, but institutions show net buying of $828.5M this quarter — a divergence between today's price move and the underlying institutional flow.