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Ichor Holdings

157 hedge funds and large institutions have $461M invested in Ichor Holdings in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 43

8.76% more ownership

Funds ownership: 83.91%92.68% (+8.8%)

3% more capital invested

Capital invested by funds: $446M → $461M (+$14.5M)

2% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 42

2% less funds holding

Funds holding: 160157 (-3)

39% less call options, than puts

Call options by funds: $7.08M | Put options by funds: $11.6M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
157
Holders Change
-3
Holders Change %
-1.88%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
41
Increased
58
Reduced
43
Closed
42
Calls
$7.08M
Puts
$11.6M
Net Calls
-$4.54M
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
26
AlphaOne Investment Services
Pennsylvania
$3.38M +$59.4K +2,708 +2%
Nordea Investment Management
27
Nordea Investment Management
Sweden
$3.35M +$3.59M +163,800 New
QCMC
28
Quantum Capital Management (California)
California
$3.18M +$1.09M +49,793 +47%
Allianz Asset Management
29
Allianz Asset Management
Germany
$3M -$125K -5,718 -4%
SST
30
S Squared Technology
New York
$2.82M +$219K +10,000 +8%
Charles Schwab
31
Charles Schwab
California
$2.75M +$658K +30,040 +29%
WRF
32
Waddell & Reed Financial
Kansas
$2.73M
Goldman Sachs
33
Goldman Sachs
New York
$2.71M +$1.48M +67,428 +103%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$2.7M +$234K +10,694 +9%
BRC
35
Bell Rock Capital
Delaware
$2.41M -$1.97M -90,000 -43%
RCMC
36
RK Capital Management (Colorado)
Colorado
$2.38M -$118K -5,400 -4%
Invesco
37
Invesco
Georgia
$2.31M +$2.06M +93,751 +482%
SC
38
Selz Capital
New York
$2.23M -$12.3M -562,565 -84%
Hotchkis & Wiley Capital Management
39
Hotchkis & Wiley Capital Management
California
$2.21M +$794K +36,201 +50%
Barclays
40
Barclays
United Kingdom
$1.83M +$1.85M +84,459 +1,559%
Wells Fargo
41
Wells Fargo
California
$1.82M -$279K -12,747 -13%
VHMC
42
Value Holdings Management Company
New York
$1.64M -$1.18M -54,000 -40%
DM
43
Delphi Management
Massachusetts
$1.54M -$44.7K -2,040 -3%
EIM
44
Essex Investment Management
Massachusetts
$1.45M +$67.9K +3,097 +5%
GAM
45
Gotham Asset Management
New York
$1.37M +$1.47M +67,019 New
Morgan Stanley
46
Morgan Stanley
New York
$1.34M -$691K -31,512 -32%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$1.31M +$1.41M +64,401 New
Millennium Management
48
Millennium Management
New York
$1.29M +$1.38M +63,108 New
KCM
49
Kornitzer Capital Management
Kansas
$1.25M
GC
50
Globeflex Capital
California
$1.19M +$506K +23,100 +66%

ICHR Hedge Fund Activity: Q3 2018 in Review

157 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Ichor Holdings (ICHR) for Q3 2018, worth a combined $461M — up 3.3% from $446M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of ICHR and 41 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 58 added.

The largest buyer was BlackRock, adding an estimated $42.6M. The largest seller was Rubric Capital Management (New York), exiting entirely with an estimated $31.2M sold.

  • 157 institutional investors held Ichor Holdings (ICHR) as of Q3 2018, down from 160 in Q2 2018.
  • Funds reported $461M of Ichor Holdings stock for Q3 2018, up 3.3% quarter-over-quarter.
  • 41 funds opened new Ichor Holdings positions in Q3 2018 and 42 closed out, a net change of -1 holder.
  • The largest Ichor Holdings buyer in Q3 2018 was BlackRock, an estimated $42.6M added.
  • The largest Ichor Holdings seller in Q3 2018 was Rubric Capital Management (New York), an estimated $31.2M sold.

Based on aggregated 13F filings for Q3 2018.