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Ichor Holdings
ICHR

166 hedge funds and large institutions have $950M invested in Ichor Holdings in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

18% more call options, than puts

Call options by funds: $3.08M | Put options by funds: $2.6M

10% more capital invested

Capital invested by funds: $861M → $950M (+$89.6M)

4% more funds holding

Funds holding: 159 → 166 (+7)

1.11% more ownership

Funds ownership: 95.06% → 96.17% (+1.1%)

23% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 61

Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
47
Reduced
61
Closed
18
Calls
$3.08M
Puts
$2.6M
Net Calls
+$481K
Net Calls Change
-$2.71M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.05M
2
SST
S Squared Technology
New York
+$4.55M
3
BlackRock
BlackRock
New York
+$4.53M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$3.54M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.28M

Top Sellers

Rank Fund Capital Flow
1
VNIM
Vaughan Nelson Investment Management
Texas
-$19M
2
BAMCO Inc
BAMCO Inc
New York
-$8.5M
3
Invesco
Invesco
Georgia
-$3.41M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.63M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$7.61M -$261K -9,422 -4%
EIP
27
Epoch Investment Partners
New York
$6.71M -$594K -21,464 -10%
MIM
28
Meros Investment Management
Texas
$6.58M +$2.88M +104,138 +114%
SST
29
S Squared Technology
New York
$5.53M +$4.55M +164,300 New
HCM
30
Hodges Capital Management
Texas
$5.52M +$3M +108,220 +193%
Principal Financial Group
31
Principal Financial Group
Iowa
$5.15M -$133K -4,819 -3%
Westfield Capital Management
32
Westfield Capital Management
Massachusetts
$4.3M +$3.54M +127,750 New
Victory Capital Management
33
Victory Capital Management
Texas
$4.11M -$70.2K -2,534 -2%
JP Morgan Chase
34
JP Morgan Chase
New York
$3.97M +$909K +32,811 +39%
PC
35
PointState Capital
New York
$3.89M +$3.21M +115,765 New
EIM
36
Essex Investment Management
Massachusetts
$3.56M -$640K -23,125 -18%
Ameriprise
37
Ameriprise
Minnesota
$3.11M -$158K -5,694 -6%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$3.07M -$11.8K -426 -0.5%
SBH
39
Segall Bryant & Hamill
Illinois
$2.74M +$2.25M +81,383 New
Legal & General Group
40
Legal & General Group
United Kingdom
$2.72M -$21.7K -784 -1%
IP
41
Isthmus Partners
Wisconsin
$2.48M +$348K +12,551 +21%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.05M +$687K +24,819 +69%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.94M -$172K -6,200 -10%
LIP
44
Lighthouse Investment Partners
Florida
$1.77M +$1.45M +52,498 New
TA
45
Tectonic Advisors
Texas
$1.71M +$914K +33,004 +185%
NIM
46
Needham Investment Management
New York
$1.6M +$1.32M +47,500 New
Stifel Financial
47
Stifel Financial
Missouri
$1.54M -$67.6K -2,441 -5%
Barclays
48
Barclays
United Kingdom
$1.52M +$864K +31,221 +222%
PRCP
49
Pacific Ridge Capital Partners
Oregon
$1.33M – – –
First Trust Advisors
50
First Trust Advisors
Illinois
$1.32M +$1.09M +39,325 New
1
2
3 4 5

ICHR Hedge Fund Activity: Q4 2023 in Review

166 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Ichor Holdings (ICHR) for Q4 2023, worth a combined $950M — up 10% from $861M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ICHR positions and 18 closed out — a net gain of 8 holders — while 47 added to existing stakes and 61 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.05M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $19M sold.

  • 166 institutional investors held Ichor Holdings (ICHR) as of Q4 2023, up from 159 in Q3 2023.
  • Funds reported $950M of Ichor Holdings stock for Q4 2023, up 10% quarter-over-quarter.
  • 26 funds opened new Ichor Holdings positions in Q4 2023 and 18 closed out, a net change of +8 holders.
  • The largest Ichor Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $7.05M added.
  • The largest Ichor Holdings seller in Q4 2023 was Vaughan Nelson Investment Management, an estimated $19M sold.

Based on aggregated 13F filings for Q4 2023.