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ACM Research

122 hedge funds and large institutions have $383M invested in ACM Research in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 35 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

751% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $2.24M

26% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 35

11% more capital invested

Capital invested by funds: $344M → $383M (+$39M)

0.33% less ownership

Funds ownership: 53.68%53.35% (-0.33%)

5% less funds holding

Funds holding: 129122 (-7)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
122
Holders Change
-7
Holders Change %
-5.43%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
44
Reduced
35
Closed
25
Calls
$19.1M
Puts
$2.24M
Net Calls
+$16.8M
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$48.2M +$9.55M +906,491 +33%
BlackRock
2
BlackRock
New York
$44.9M +$2.12M +201,298 +6%
Bank of America
3
Bank of America
North Carolina
$28.8M -$8.57K -814 -0%
Citigroup
4
Citigroup
New York
$23.3M +$168K +15,983 +0.9%
JP Morgan Chase
5
JP Morgan Chase
New York
$15.7M +$4.1M +389,620 +48%
PP
6
Pertento Partners
United Kingdom
$15.1M +$2.83M +268,828 +30%
State Street
7
State Street
Massachusetts
$12.4M +$376K +35,731 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$12M +$476K +45,144 +5%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$11.9M +$155K +14,760 +2%
OMC
10
Oasis Management Company
Cayman Islands
$10.9M +$79.9K +7,583 +0.9%
Millennium Management
11
Millennium Management
New York
$10.1M -$5.93M -562,640 -42%
MICM
12
Matthews International Capital Management
California
$10.1M -$840K -79,736 -9%
ACM
13
Ariose Capital Management
Hong Kong
$8.91M +$4.29M +407,382 +149%
Goldman Sachs
14
Goldman Sachs
New York
$8.87M +$496K +47,071 +7%
YCM
15
Yiheng Capital Management
California
$6.71M +$2.22M +210,400 +70%
UBS Group
16
UBS Group
Switzerland
$6.61M -$557K -52,877 -9%
OCM
17
Osterweis Capital Management
California
$6.42M +$2.18M +207,170 +73%
Northern Trust
18
Northern Trust
Illinois
$6.11M +$213K +20,192 +5%
AQR Capital Management
19
AQR Capital Management
Connecticut
$5.96M +$2.91M +276,105 +154%
AG
20
Algert Global
California
$4.88M +$979K +92,910 +33%
CCPM
21
Cooper Creek Partners Management
New York
$4.73M
PHK
22
Point72 Hong Kong
Hong Kong
$4.73M +$1.26M +119,768 +50%
Charles Schwab
23
Charles Schwab
California
$4.27M +$30.1K +2,854 +0.9%
Citadel Advisors
24
Citadel Advisors
Florida
$4.03M -$5.82M -552,802 -64%
OAM
25
Oberweis Asset Management
Illinois
$3.74M +$737K +70,000 +32%

ACMR Hedge Fund Activity: Q2 2023 in Review

122 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ACM Research (ACMR) for Q2 2023, worth a combined $383M — up 11% from $344M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of ACMR and 18 opened new positions — a net loss of 7 holders — while 35 trimmed existing stakes and 44 added.

The largest buyer was Vanguard Group, adding an estimated $9.55M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $6.57M sold.

  • 122 institutional investors held ACM Research (ACMR) as of Q2 2023, down from 129 in Q1 2023.
  • Funds reported $383M of ACM Research stock for Q2 2023, up 11% quarter-over-quarter.
  • 18 funds opened new ACM Research positions in Q2 2023 and 25 closed out, a net change of -7 holders.
  • The largest ACM Research buyer in Q2 2023 was Vanguard Group, an estimated $9.55M added.
  • The largest ACM Research seller in Q2 2023 was Portolan Capital Management, an estimated $6.57M sold.

Based on aggregated 13F filings for Q2 2023.