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HIMX

Himax Technologies

148 hedge funds and large institutions have $618M invested in Himax Technologies in 2013 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,207% more call options, than puts

Call options by funds: $236M | Put options by funds: $18.1M

225% more funds holding in top 10

Funds holding in top 10: 413 (+9)

92% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 25

45% more capital invested

Capital invested by funds: $427M → $618M (+$191M)

30% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 37

17% more funds holding

Funds holding: 126148 (+22)

Holders
148
Holders Change
+22
Holders Change %
+17.46%
% of All Funds
4.3%
Holding in Top 10
13
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+225%
% of All Funds
0.38%
New
48
Increased
48
Reduced
37
Closed
25
Calls
$236M
Puts
$18.1M
Net Calls
+$218M
Net Calls Change
+$212M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1
Keywise Capital Management
Cayman Islands
$63.2M +$534K +50,400 +1%
Ameriprise
2
Ameriprise
Minnesota
$39.4M +$15.8M +1,489,805 +126%
Bank of America
3
Bank of America
North Carolina
$36.1M -$417K -39,366 -2%
TM
4
Tiger Management
New York
$28.9M +$20.8M +1,963,363 New
Morgan Stanley
5
Morgan Stanley
New York
$28.3M +$6.21M +586,279 +44%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$27.6M +$13.9M +1,316,619 +234%
MCM
7
McKinley Capital Management
Alaska
$24.4M +$4.34M +409,988 +33%
BIM
8
Bogle Investment Management
Massachusetts
$19.5M -$1.66M -156,769 -11%
WRCM
9
Whale Rock Capital Management
Massachusetts
$16.9M +$12.2M +1,151,032 New
GMCM
10
Gruber & McBaine Capital Management
California
$16.9M -$2.12M -200,000 -15%
PC
11
Polar Capital
United Kingdom
$15.1M +$3.24M +305,450 +42%
ICM
12
Invicta Capital Management
New York
$13.2M +$4.61M +435,200 +94%
HRCM
13
Hood River Capital Management
Florida
$12M -$673K -63,505 -7%
MGM
14
Miura Global Management
New York
$11.8M +$8.47M +800,000 New
PI
15
Putnam Investments
Massachusetts
$11.8M -$9.45M -892,612 -53%
CAIMH
16
Central Asset Investments & Management Holdings
Hong Kong
$10.9M +$7.47M +704,937 +1,890%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$10.3M -$233K -22,000 -3%
GPCM
18
Granite Point Capital Management
Massachusetts
$10.3M +$7.41M +700,000 New
Group One Trading
19
Group One Trading
Illinois
$9.75M +$4.81M +453,968 +218%
KCM
20
Kennedy Capital Management
Missouri
$9.58M -$5.99M -565,502 -46%
QAM
21
Quentec Asset Management
New York
$9.16M +$1.09M +102,900 +20%
Citadel Advisors
22
Citadel Advisors
Florida
$9.02M +$5.9M +557,262 +992%
PMAM
23
Picton Mahoney Asset Management
Ontario, Canada
$8.8M -$12.4M -1,166,574 -66%
Invesco
24
Invesco
Georgia
$8.39M -$1.57M -148,249 -21%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$7.21M +$796K +75,185 +18%

HIMX Hedge Fund Activity: Q4 2013 in Review

148 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Himax Technologies (HIMX) for Q4 2013, worth a combined $618M — up 45% from $427M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HIMX positions and 25 closed out — a net gain of 23 holders — while 48 added to existing stakes and 37 trimmed.

The largest buyer was Tiger Management, opening a new position worth an estimated $20.8M. The largest seller was Jericho Capital Asset Management, exiting entirely with an estimated $37.5M sold.

  • 148 institutional investors held Himax Technologies (HIMX) as of Q4 2013, up from 126 in Q3 2013.
  • Funds reported $618M of Himax Technologies stock for Q4 2013, up 45% quarter-over-quarter.
  • 48 funds opened new Himax Technologies positions in Q4 2013 and 25 closed out, a net change of +23 holders.
  • The largest Himax Technologies buyer in Q4 2013 was Tiger Management, an estimated $20.8M added.
  • The largest Himax Technologies seller in Q4 2013 was Jericho Capital Asset Management, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2013.