ACM Research
ACMR
185 hedge funds and large institutions have $540M invested in ACM Research in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 35 closing their positions.
56% more capital inflows, than outflows
Capital inflows: $217M | Capital outflows: $139M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
5.71% more ownership
Funds ownership: 56.31% → 62.02% (+5.7%)
9% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 35
5% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 61
1% less funds holding
Funds holding: 186 → 185 (-1)
36% less call options, than puts
Call options by funds: $19.6M | Put options by funds: $30.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kerrisdale Advisers
Miami,
Florida
|
+$29.8M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$25.4M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$19.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$18.6M |
| 5 |
BlackRock
New York
|
+$8.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$25.8M |
| 2 |
Morgan Stanley
New York
|
-$24.9M |
| 3 |
Portolan Capital Management
Boston,
Massachusetts
|
-$18.7M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
-$11.8M |
| 5 |
Millennium Management
New York
|
-$8.52M |
ACMR Hedge Fund Activity: Q4 2024 in Review
185 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in ACM Research (ACMR) for Q4 2024, worth a combined $540M — down 18% from $657M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new ACMR positions and 35 closed out — a net gain of 3 holders — while 64 added to existing stakes and 61 trimmed.
The largest buyer was Kerrisdale Advisers, adding an estimated $29.8M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $25.8M sold.
- 185 institutional investors held ACM Research (ACMR) as of Q4 2024, down from 186 in Q3 2024.
- Funds reported $540M of ACM Research stock for Q4 2024, down 18% quarter-over-quarter.
- 38 funds opened new ACM Research positions in Q4 2024 and 35 closed out, a net change of +3 holders.
- The largest ACM Research buyer in Q4 2024 was Kerrisdale Advisers, an estimated $29.8M added.
- The largest ACM Research seller in Q4 2024 was Fuller & Thaler Asset Management, an estimated $25.8M sold.
Based on aggregated 13F filings for Q4 2024.