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Ichor Holdings

90 hedge funds and large institutions have $425M invested in Ichor Holdings in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 33 increasing their positions, 12 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 12

153% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 17

38% more funds holding

Funds holding: 6590 (+25)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $429M → $425M (-$4.49M)

2.31% less ownership

Funds ownership: 87.23%84.92% (-2.3%)

Holders
90
Holders Change
+25
Holders Change %
+38.46%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
33
Reduced
12
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RHJA
26
Rice Hall James & Associates
California
$1.94M -$1.39M -65,285 -40%
CIP
27
Chartwell Investment Partners
Pennsylvania
$1.87M +$1.97M +92,704 New
PPA
28
Parametric Portfolio Associates
Washington
$1.58M +$1.67M +78,574 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.48M +$1.16M +54,410 +287%
KCM
30
Kornitzer Capital Management
Kansas
$1.29M -$382K -18,000 -22%
AIM
31
Alambic Investment Management
California
$1.27M +$1.33M +62,860 New
BRC
32
Bell Rock Capital
Delaware
$1.14M +$1.2M +56,300 New
ACM
33
Ativo Capital Management
Illinois
$1.03M +$1.08M +51,007 New
CCM
34
Cadence Capital Management
Massachusetts
$1.01M +$1.06M +49,950 New
Charles Schwab
35
Charles Schwab
California
$906K +$699K +32,905 +275%
DM
36
Delphi Management
Massachusetts
$845K +$534K +25,130 +150%
MAM
37
Martingale Asset Management
Massachusetts
$819K +$863K +40,619 New
Deutsche Bank
38
Deutsche Bank
Germany
$778K +$121K +5,685 +17%
Morgan Stanley
39
Morgan Stanley
New York
$772K +$433K +20,393 +114%
Victory Capital Management
40
Victory Capital Management
Texas
$736K -$367K -17,303 -32%
Wells Fargo
41
Wells Fargo
California
$700K +$735K +34,590 +23,060%
TCM
42
Timpani Capital Management
Wisconsin
$682K +$719K +33,844 New
PI
43
Putnam Investments
Massachusetts
$661K -$4.5M -211,890 -87%
TCIM
44
TIAA CREF Investment Management
New York
$633K +$432K +20,360 +184%
Goldman Sachs
45
Goldman Sachs
New York
$621K +$340K +15,995 +108%
QC
46
Quadrature Capital
United Kingdom
$612K +$645K +30,370 New
WA
47
WESPAC Advisors
California
$582K +$613K +28,873 New
GC
48
Globeflex Capital
California
$565K +$595K +28,022 New
AllianceBernstein
49
AllianceBernstein
Tennessee
$530K +$558K +26,300 New
WT
50
Whittier Trust
California
$485K +$511K +24,054 New

ICHR Hedge Fund Activity: Q2 2017 in Review

90 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Ichor Holdings (ICHR) for Q2 2017, worth a combined $425M — down 1% from $429M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ICHR positions and 17 closed out — a net gain of 26 holders — while 33 added to existing stakes and 12 trimmed.

The largest buyer was Paradigm Capital Management Inc, adding an estimated $18.5M. The largest seller was Francisco Partners Management, cutting an estimated $112M.

  • 90 institutional investors held Ichor Holdings (ICHR) as of Q2 2017, up from 65 in Q1 2017.
  • Funds reported $425M of Ichor Holdings stock for Q2 2017, down 1% quarter-over-quarter.
  • 43 funds opened new Ichor Holdings positions in Q2 2017 and 17 closed out, a net change of +26 holders.
  • The largest Ichor Holdings buyer in Q2 2017 was Paradigm Capital Management Inc, an estimated $18.5M added.
  • The largest Ichor Holdings seller in Q2 2017 was Francisco Partners Management, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2017.