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Entegris

243 hedge funds and large institutions have $3.76B invested in Entegris in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 98 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $2.03M | Put options by funds: $819K

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

1.33% more ownership

Funds ownership: 96.16%97.5% (+1.3%)

5% less capital invested

Capital invested by funds: $3.94B → $3.76B (-$184M)

15% less funds holding

Funds holding: 287243 (-44)

24% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 98

54% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 74

Holders
243
Holders Change
-44
Holders Change %
-15.33%
% of All Funds
5.41%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
34
Increased
74
Reduced
98
Closed
74
Calls
$2.03M
Puts
$819K
Net Calls
+$1.21M
Net Calls Change
+$2.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$362M +$1.76M +65,118 +0.5%
BlackRock
2
BlackRock
New York
$279M -$6.68M -246,939 -2%
GC
3
GMT Capital
Georgia
$225M -$6.02M -222,680 -3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$197M +$21.6M +799,801 +13%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$190M +$51.1M +1,888,506 +38%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$160M +$25.8M +953,373 +20%
Primecap Management
7
Primecap Management
California
$134M -$549K -20,288 -0.4%
SCM
8
Shapiro Capital Management
Georgia
$131M +$9.75M +360,416 +8%
SCM
9
Snyder Capital Management
California
$92.9M +$3.12M +115,417 +4%
EARNEST Partners
10
EARNEST Partners
Georgia
$86M -$439K -16,232 -0.5%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$85.6M +$20.1M +742,305 +32%
EAM
12
Eagle Asset Management
Florida
$83.5M +$8.07M +298,532 +11%
State Street
13
State Street
Massachusetts
$80.5M -$2.8M -103,697 -3%
Goldman Sachs
14
Goldman Sachs
New York
$77M -$4.41M -163,067 -6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$73.6M +$1.55M +57,199 +2%
TCM
16
TimesSquare Capital Management
New York
$67.9M +$7.24M +267,600 +12%
JP Morgan Chase
17
JP Morgan Chase
New York
$64.8M +$626K +23,135 +1%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$62.7M +$261K +9,635 +0.4%
Norges Bank
19
Norges Bank
Norway
$61M
CTA
20
Carillon Tower Advisers
Florida
$61M +$2.99M +110,493 +5%
RC
21
RGM Capital
Florida
$52.3M +$3.83M +141,542 +8%
Northern Trust
22
Northern Trust
Illinois
$52M -$511K -18,885 -1%
LCOV
23
London Company of Virginia
Virginia
$48.8M -$3.05M -112,633 -6%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$44.4M +$3.2M +118,276 +8%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$43.7M -$1.32M -48,859 -3%

ENTG Hedge Fund Activity: Q4 2018 in Review

243 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Entegris (ENTG) for Q4 2018, worth a combined $3.76B — down 4.7% from $3.94B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of ENTG and 34 opened new positions — a net loss of 40 holders — while 98 trimmed existing stakes and 74 added.

The largest buyer was Wellington Management Group, adding an estimated $51.1M. The largest seller was Ardevora Asset Management, exiting entirely with an estimated $36.5M sold.

  • 243 institutional investors held Entegris (ENTG) as of Q4 2018, down from 287 in Q3 2018.
  • Funds reported $3.76B of Entegris stock for Q4 2018, down 4.7% quarter-over-quarter.
  • 34 funds opened new Entegris positions in Q4 2018 and 74 closed out, a net change of -40 holders.
  • The largest Entegris buyer in Q4 2018 was Wellington Management Group, an estimated $51.1M added.
  • The largest Entegris seller in Q4 2018 was Ardevora Asset Management, an estimated $36.5M sold.

Based on aggregated 13F filings for Q4 2018.