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197 hedge funds and large institutions have $2.97B invested in ASML in 2015 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 58 increasing their positions, 65 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

4% more funds holding

Funds holding: 190197 (+7)

9% less capital invested

Capital invested by funds: $3.25B → $2.97B (-$280M)

11% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 65

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

49% less call options, than puts

Call options by funds: $17M | Put options by funds: $33.3M

Holders
197
Holders Change
+7
Holders Change %
+3.68%
% of All Funds
5.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
37
Increased
58
Reduced
65
Closed
28
Calls
$17M
Puts
$33.3M
Net Calls
-$16.3M
Net Calls Change
+$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Sands Capital Management
1
Sands Capital Management
Virginia
$374M -$611M -6,704,498 -61%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$369M +$103M +1,130,016 +37%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$335M +$45.9M +504,371 +15%
Primecap Management
4
Primecap Management
California
$234M -$665K -7,300 -0.3%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$162M +$6.94M +76,205 +4%
Morgan Stanley
6
Morgan Stanley
New York
$147M +$14.7M +161,259 +11%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$135M +$138M +1,517,080 New
JP Morgan Chase
8
JP Morgan Chase
New York
$112M -$216K -2,376 -0.2%
Bank of America
9
Bank of America
North Carolina
$96M -$20.4M -224,350 -17%
Franklin Resources
10
Franklin Resources
California
$82.8M +$7.1M +78,000 +9%
HJGA
11
Hardman Johnston Global Advisors
Connecticut
$79.4M -$789K -8,665 -1%
Fayez Sarofim & Co
12
Fayez Sarofim & Co
Texas
$64.4M -$1.95M -21,398 -3%
Fisher Asset Management
13
Fisher Asset Management
Washington
$57.9M +$120K +1,319 +0.2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$44.6M -$5.33M -58,485 -10%
SC
15
Saturna Capital
Washington
$39.3M +$11K +121 +0%
Northern Trust
16
Northern Trust
Illinois
$37.3M -$605K -6,638 -2%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$35.4M +$36.3M +398,723 New
BIM
18
BlackRock Investment Management
Delaware
$33.2M -$2.73M -29,957 -7%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$32.2M -$209K -2,300 -0.6%
Renaissance Technologies
20
Renaissance Technologies
New York
$29.9M +$7.09M +77,807 +30%
EAM
21
Eventide Asset Management
Massachusetts
$27.8M
Norges Bank
22
Norges Bank
Norway
$24.5M -$2.25M -24,733 -8%
Wells Fargo
23
Wells Fargo
California
$24.3M +$3.16M +34,683 +15%
CCM
24
Chautauqua Capital Management
Colorado
$19.2M -$902K -9,904 -4%
GAI
25
General American Investors
New York
$17.8M

ASML Hedge Fund Activity: Q4 2015 in Review

197 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in ASML (ASML) for Q4 2015, worth a combined $2.97B — down 8.6% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ASML positions and 28 closed out — a net gain of 9 holders — while 58 added to existing stakes and 65 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $138M. The largest seller was Sands Capital Management, cutting an estimated $611M.

  • 197 institutional investors held ASML (ASML) as of Q4 2015, up from 190 in Q3 2015.
  • Funds reported $2.97B of ASML stock for Q4 2015, down 8.6% quarter-over-quarter.
  • 37 funds opened new ASML positions in Q4 2015 and 28 closed out, a net change of +9 holders.
  • The largest ASML buyer in Q4 2015 was Wellington Management Group, an estimated $138M added.
  • The largest ASML seller in Q4 2015 was Sands Capital Management, an estimated $611M sold.

Based on aggregated 13F filings for Q4 2015.