Aehr Test Systems
AEHR
168 hedge funds and large institutions have $540M invested in Aehr Test Systems in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 64 increasing their positions, 37 reducing their positions, and 39 closing their positions.
115% more call options, than puts
Call options by funds: $50.3M | Put options by funds: $23.4M
73% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 37
38% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 39
10% more funds holding
Funds holding: 153 → 168 (+15)
1.85% more ownership
Funds ownership: 68.77% → 70.62% (+1.8%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
40% less capital invested
Capital invested by funds: $904M → $540M (-$364M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$25.5M |
| 2 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$25.3M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$19.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.4M |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$52.5M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$36.9M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$23.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$16.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
201
Spire Wealth Management
Mclean,
Virginia
| – | -$9.6K | -210 | Closed |
|
|
RFG
202
RFP Financial Group
Atlanta,
Georgia
| – | -$6.67K | -146 | Closed |
|
203
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$4.39K | -96 | Closed |
|
|
GWS
204
Glassman Wealth Services
Vienna,
Virginia
| – | -$2.6K | -57 | Closed |
|
205
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$686 | -15 | Closed |
|
|
WIA
206
Wetzel Investment Advisors
Indianapolis,
Indiana
| – | +$29 | +1 | New |
|
AEHR Hedge Fund Activity: Q4 2023 in Review
168 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Aehr Test Systems (AEHR) for Q4 2023, worth a combined $540M — down 40% from $904M a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new AEHR positions and 39 closed out — a net gain of 15 holders — while 64 added to existing stakes and 37 trimmed.
The largest buyer was Congress Asset Management, opening a new position worth an estimated $25.5M. The largest seller was Goldman Sachs, cutting an estimated $52.5M.
- 168 institutional investors held Aehr Test Systems (AEHR) as of Q4 2023, up from 153 in Q3 2023.
- Funds reported $540M of Aehr Test Systems stock for Q4 2023, down 40% quarter-over-quarter.
- 54 funds opened new Aehr Test Systems positions in Q4 2023 and 39 closed out, a net change of +15 holders.
- The largest Aehr Test Systems buyer in Q4 2023 was Congress Asset Management, an estimated $25.5M added.
- The largest Aehr Test Systems seller in Q4 2023 was Goldman Sachs, an estimated $52.5M sold.
Based on aggregated 13F filings for Q4 2023.