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93 hedge funds and large institutions have $440M invested in Camtek in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

26% more capital invested

Capital invested by funds: $350M → $440M (+$90.5M)

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

4% more funds holding

Funds holding: 8993 (+4)

0.03% less ownership

Funds ownership: 27.79%27.76% (-0.03%)

52% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $35.7M

Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
33
Reduced
27
Closed
9
Calls
$17.3M
Puts
$35.7M
Net Calls
-$18.4M
Net Calls Change
+$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$54.6M
PF
2
Phoenix Financial
Israel
$42.8M +$9.25M +323,000 +37%
Vanguard Group
3
Vanguard Group
Pennsylvania
$32.2M +$1.13M +39,286 +5%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$29M -$592K -20,646 -2%
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$27.3M +$4.35M +151,741 +25%
Renaissance Technologies
6
Renaissance Technologies
New York
$24.9M -$1.09M -38,132 -5%
Federated Hermes
7
Federated Hermes
Pennsylvania
$24.8M
Invesco
8
Invesco
Georgia
$19.9M +$511K +17,831 +3%
WA
9
Wasatch Advisors
Utah
$18.3M +$629K +21,939 +4%
RA
10
Royce & Associates
New York
$13.5M -$140K -4,885 -1%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$11.4M +$1.45M +50,535 +19%
CI
12
Clal Insurance
Israel
$10.1M
Millennium Management
13
Millennium Management
New York
$9.22M -$1.92M -66,850 -21%
MIH
14
Meitav Investment House
Israel
$8.9M -$7.42M -258,908 -50%
PI
15
Putnam Investments
Massachusetts
$7.86M +$6.32M +220,549 New
Wellington Management Group
16
Wellington Management Group
Massachusetts
$7.49M +$2.08M +72,712 +53%
SFM
17
Sphera Funds Management
Israel
$6.75M -$1.43M -50,000 -21%
OAM
18
Oberweis Asset Management
Illinois
$5.28M +$874K +30,522 +26%
Goldman Sachs
19
Goldman Sachs
New York
$4.95M -$8.6K -300 -0.2%
Wolverine Trading
20
Wolverine Trading
Illinois
$4.06M -$536K -18,711 -14%
COPPSERS
21
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.78M
EGI
22
EAM Global Investors
California
$3.46M +$2.79M +97,242 New
Citadel Advisors
23
Citadel Advisors
Florida
$3.2M -$8.7M -303,500 -77%
SAM
24
Silvercrest Asset Management
New York
$3.16M +$2.54M +88,613 New
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$3.03M

CAMT Hedge Fund Activity: Q2 2023 in Review

93 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Camtek (CAMT) for Q2 2023, worth a combined $440M — up 26% from $350M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CAMT positions and 9 closed out — a net gain of 5 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $9.25M. The largest seller was Citadel Advisors, cutting an estimated $8.7M.

  • 93 institutional investors held Camtek (CAMT) as of Q2 2023, up from 89 in Q1 2023.
  • Funds reported $440M of Camtek stock for Q2 2023, up 26% quarter-over-quarter.
  • 14 funds opened new Camtek positions in Q2 2023 and 9 closed out, a net change of +5 holders.
  • The largest Camtek buyer in Q2 2023 was Phoenix Financial, an estimated $9.25M added.
  • The largest Camtek seller in Q2 2023 was Citadel Advisors, an estimated $8.7M sold.

Based on aggregated 13F filings for Q2 2023.