Ichor Holdings
ICHR
162 hedge funds and large institutions have $896M invested in Ichor Holdings in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 17 closing their positions.
36% more call options, than puts
Call options by funds: $3.29M | Put options by funds: $2.43M
35% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 17
18% more capital invested
Capital invested by funds: $762M → $896M (+$134M)
3% more funds holding
Funds holding: 158 → 162 (+4)
2.08% more ownership
Funds ownership: 92.27% → 94.35% (+2.1%)
16% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$34.4M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$8.13M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.58M |
| 4 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$2.37M |
| 5 |
Renaissance Technologies
New York
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$84.2M |
| 2 |
Swedbank
Stockholm,
Sweden
|
-$8.02M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.42M |
| 4 |
Millennium Management
New York
|
-$5.36M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$4.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Rockefeller Capital Management
New York
| – | -$2K | -109 | Closed |
|
|
SPIA
177
Steward Partners Investment Advisory
New York
| – | -$2.68K | -100 | Closed |
|
|
FGAM
178
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$26 | -27 | Closed |
|
|
AWM
179
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$297 | -10 | Closed |
|
ICHR Hedge Fund Activity: Q1 2023 in Review
162 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Ichor Holdings (ICHR) for Q1 2023, worth a combined $896M — up 18% from $762M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new ICHR positions and 17 closed out — a net gain of 6 holders — while 48 added to existing stakes and 57 trimmed.
The largest buyer was Invesco, adding an estimated $34.4M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $84.2M sold.
- 162 institutional investors held Ichor Holdings (ICHR) as of Q1 2023, up from 158 in Q4 2022.
- Funds reported $896M of Ichor Holdings stock for Q1 2023, up 18% quarter-over-quarter.
- 23 funds opened new Ichor Holdings positions in Q1 2023 and 17 closed out, a net change of +6 holders.
- The largest Ichor Holdings buyer in Q1 2023 was Invesco, an estimated $34.4M added.
- The largest Ichor Holdings seller in Q1 2023 was Arete Wealth Advisors, an estimated $84.2M sold.
Based on aggregated 13F filings for Q1 2023.