We are live on ! Find out more

352 hedge funds and large institutions have $10.7B invested in ASML in 2018 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 107 increasing their positions, 115 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

6% more funds holding

Funds holding: 331352 (+21)

1% more call options, than puts

Call options by funds: $105M | Put options by funds: $104M

0.49% more ownership

Funds ownership: 15.41%15.9% (+0.49%)

7% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 115

14% less capital invested

Capital invested by funds: $12.5B → $10.7B (-$1.8B)

Holders
352
Holders Change
+21
Holders Change %
+6.34%
% of All Funds
7.84%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
73
Increased
107
Reduced
115
Closed
50
Calls
$105M
Puts
$104M
Net Calls
+$636K
Net Calls Change
+$50.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LWS
376
Lucia Wealth Services
California
-$244K -1,296 Closed
William Blair & Company
377
William Blair & Company
Illinois
-$215K -1,142 Closed
PAG
378
Private Advisor Group
New Jersey
-$214K -1,138 Closed
CAN
379
Claraphi Advisory Network
United States
-$211K -1,121 Closed
EB
380
Eastern Bank
Massachusetts
-$204K -1,085 Closed
TPWA
381
TRUE Private Wealth Advisors
Oregon
-$197K -1,048 Closed
BAM
382
Belpointe Asset Management
Nevada
-$175K -934 Closed
HI
383
Harrington Investments
California
-$108K -573 Closed
LIA
384
LS Investment Advisors
Michigan
-$30K -161 Closed
CPIG
385
Chicago Partners Investment Group
Illinois
-$22K -137 Closed
PWAG
386
Polaris Wealth Advisory Group
California
-$17K -92 Closed
SWP
387
Stratos Wealth Partners
Ohio
-$15K -80 Closed
NIMI
388
Natixis Investment Managers International
France
-$15K -78 Closed
CAG
389
Csenge Advisory Group
Florida
-$13K -77 Closed
SMFS
390
Squar Milner Financial Services
California
-$9K -50 Closed
LA
391
Legacy Advisors
Pennsylvania
-$8K -41 Closed
HMS
392
Hanseatic Management Services
New Mexico
-$7K -36 Closed
BL
393
Balentine LLC
Georgia
-$6K -34 Closed
WSTAM
394
Wilbanks Smith & Thomas Asset Management
Virginia
-$6K -31 Closed
KF
395
Krilogy Financial
Missouri
-$5K -28 Closed
SPIA
396
Steward Partners Investment Advisory
New York
-$4K -22 Closed
PHK
397
Point72 Hong Kong
Hong Kong
-$4K -20 Closed
TC
398
Trilogy Capital
California
-$4K -19 Closed
MCM
399
Monument Capital Management
Virginia
-$3K -18 Closed
OBWP
400
O'Brien Wealth Partners
Massachusetts
-$3K -18 Closed

ASML Hedge Fund Activity: Q4 2018 in Review

352 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ASML (ASML) for Q4 2018, worth a combined $10.7B — down 14% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ASML positions and 50 closed out — a net gain of 23 holders — while 107 added to existing stakes and 115 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $466M. The largest seller was Capital World Investors, cutting an estimated $481M.

  • 352 institutional investors held ASML (ASML) as of Q4 2018, up from 331 in Q3 2018.
  • Funds reported $10.7B of ASML stock for Q4 2018, down 14% quarter-over-quarter.
  • 73 funds opened new ASML positions in Q4 2018 and 50 closed out, a net change of +23 holders.
  • The largest ASML buyer in Q4 2018 was WCM Investment Management, an estimated $466M added.
  • The largest ASML seller in Q4 2018 was Capital World Investors, an estimated $481M sold.

Based on aggregated 13F filings for Q4 2018.