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62 hedge funds and large institutions have $86.7M invested in Camtek in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

0.93% more ownership

Funds ownership: 27.22%28.15% (+0.93%)

2% less capital invested

Capital invested by funds: $88.6M → $86.7M (-$1.91M)

3% less funds holding

Funds holding: 6462 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

71% less call options, than puts

Call options by funds: $261K | Put options by funds: $894K

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
16
Closed
11
Calls
$261K
Puts
$894K
Net Calls
-$633K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
1
Federated Hermes
Pennsylvania
$16.7M +$1.61M +175,000 +10%
Renaissance Technologies
2
Renaissance Technologies
New York
$16.3M +$972K +105,365 +6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$13.5M -$530K -57,500 -3%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$8.79M +$1.64M +177,765 +21%
SFM
5
Sphera Funds Management
Israel
$3.53M -$2.61M -283,115 -40%
MIH
6
Meitav Investment House
Israel
$2.96M +$588K +63,749 +22%
Millennium Management
7
Millennium Management
New York
$2.83M +$670K +72,666 +28%
RA
8
Royce & Associates
New York
$2.02M +$1.6M +173,700 +264%
Deutsche Bank
9
Deutsche Bank
Germany
$1.72M +$38.4K +4,165 +2%
Morgan Stanley
10
Morgan Stanley
New York
$1.57M +$1.64M +178,044 +2,268%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$1.5M +$422K +45,800 +35%
DG
12
Delek Group
Israel
$1.37M -$262K -28,394 -15%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.13M +$276K +29,968 +29%
Marshall Wace
14
Marshall Wace
United Kingdom
$1.03M +$947K +102,680 +246%
OAM
15
Oxford Asset Management
United Kingdom
$1.02M +$218K +23,688 +24%
FWSM
16
First Wilshire Securities Management
California
$953K -$2.55M -276,465 -71%
Two Sigma Investments
17
Two Sigma Investments
New York
$902K -$131K -14,247 -12%
OAM
18
Oberweis Asset Management
Illinois
$852K
State of Tennessee, Department of Treasury
19
State of Tennessee, Department of Treasury
Tennessee
$702K +$135K +14,618 +21%
GH
20
GAM Holding
Switzerland
$538K +$184K +19,965 +46%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$527K -$140K -15,218 -20%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$523K +$391K +42,437 +219%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$468K +$73.8K +8,000 +17%
CCIA
24
Campbell & Co Investment Adviser
Maryland
$463K -$8.57K -929 -2%
AG
25
Algert Global
California
$430K +$198K +21,508 +73%

CAMT Hedge Fund Activity: Q2 2019 in Review

62 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Camtek (CAMT) for Q2 2019, worth a combined $86.7M — down 2.2% from $88.6M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of CAMT and 9 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 23 added.

The largest buyer was Morgan Stanley, adding an estimated $1.64M. The largest seller was Sphera Funds Management, cutting an estimated $2.61M.

  • 62 institutional investors held Camtek (CAMT) as of Q2 2019, down from 64 in Q1 2019.
  • Funds reported $86.7M of Camtek stock for Q2 2019, down 2.2% quarter-over-quarter.
  • 9 funds opened new Camtek positions in Q2 2019 and 11 closed out, a net change of -2 holders.
  • The largest Camtek buyer in Q2 2019 was Morgan Stanley, an estimated $1.64M added.
  • The largest Camtek seller in Q2 2019 was Sphera Funds Management, an estimated $2.61M sold.

Based on aggregated 13F filings for Q2 2019.