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97 hedge funds and large institutions have $381M invested in Camtek in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.38% less ownership

Funds ownership: 32.84%28.45% (-4.4%)

8% less funds holding

Funds holding: 10597 (-8)

14% less call options, than puts

Call options by funds: $5.32M | Put options by funds: $6.16M

23% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 30

43% less capital invested

Capital invested by funds: $663M → $381M (-$282M)

Holders
97
Holders Change
-8
Holders Change %
-7.62%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
32
Reduced
30
Closed
30
Calls
$5.32M
Puts
$6.16M
Net Calls
-$837K
Net Calls Change
-$9.61M
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$48.7M -$1.66M -47,236 -3%
Federated Hermes
2
Federated Hermes
Pennsylvania
$47.2M -$19.4M -550,000 -26%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$36.5M -$5.15M -146,333 -11%
Renaissance Technologies
4
Renaissance Technologies
New York
$28M -$768K -21,800 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$24.1M -$39K -1,106 -0.1%
MIH
6
Meitav Investment House
Israel
$19.8M +$1.07M +30,469 +5%
Invesco
7
Invesco
Georgia
$18.6M +$1.56M +44,158 +8%
WA
8
Wasatch Advisors
Utah
$18M -$16.6M -472,642 -44%
Millennium Management
9
Millennium Management
New York
$15.2M +$7.26M +206,051 +70%
CI
10
Clal Insurance
Israel
$13M
KM
11
Kabouter Management
Illinois
$9.48M -$492K -13,976 -4%
RA
12
Royce & Associates
New York
$9.07M -$24.9M -707,884 -70%
KHLMVGHM
13
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$8.32M
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$7.02M -$3.76M -106,781 -32%
DCM
15
Driehaus Capital Management
Illinois
$5.66M -$18.3M -518,988 -74%
Morgan Stanley
16
Morgan Stanley
New York
$3.79M +$2.24M +63,521 +105%
COPPSERS
17
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.7M -$669K -19,003 -14%
GIPM
18
G2 Investment Partners Management
New York
$3.4M -$114K -3,233 -3%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$2.95M -$167K -4,743 -5%
Goldman Sachs
20
Goldman Sachs
New York
$2.71M +$3.13M +89,000 New
Jane Street
21
Jane Street
New York
$2.7M -$2.12M -60,305 -41%
NC
22
Noked Capital
Israel
$2.59M +$2.99M +85,000 New
NI
23
Noked Israel
Israel
$2.59M +$2.99M +85,000 New
State of Tennessee, Department of Treasury
24
State of Tennessee, Department of Treasury
Tennessee
$2.39M -$189K -5,380 -6%
Marshall Wace
25
Marshall Wace
United Kingdom
$2.23M +$2.42M +68,760 +1,534%

CAMT Hedge Fund Activity: Q1 2022 in Review

97 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Camtek (CAMT) for Q1 2022, worth a combined $381M — down 43% from $663M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of CAMT and 23 opened new positions — a net loss of 7 holders — while 30 trimmed existing stakes and 32 added.

The largest buyer was Millennium Management, adding an estimated $7.26M. The largest seller was Royce & Associates, cutting an estimated $24.9M.

  • 97 institutional investors held Camtek (CAMT) as of Q1 2022, down from 105 in Q4 2021.
  • Funds reported $381M of Camtek stock for Q1 2022, down 43% quarter-over-quarter.
  • 23 funds opened new Camtek positions in Q1 2022 and 30 closed out, a net change of -7 holders.
  • The largest Camtek buyer in Q1 2022 was Millennium Management, an estimated $7.26M added.
  • The largest Camtek seller in Q1 2022 was Royce & Associates, an estimated $24.9M sold.

Based on aggregated 13F filings for Q1 2022.