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Ichor Holdings

144 hedge funds and large institutions have $461M invested in Ichor Holdings in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 21

39% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 36

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more funds holding

Funds holding: 112144 (+32)

4.33% less ownership

Funds ownership: 77.46%73.13% (-4.3%)

12% less capital invested

Capital invested by funds: $521M → $461M (-$60.1M)

78% less call options, than puts

Call options by funds: $623K | Put options by funds: $2.85M

Holders
144
Holders Change
+32
Holders Change %
+28.57%
% of All Funds
3.27%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
54
Increased
50
Reduced
36
Closed
21
Calls
$623K
Puts
$2.85M
Net Calls
-$2.23M
Net Calls Change
-$2.23M
Name Holding Trade Value Shares
Change
Change in
Stake
FPM
1
Francisco Partners Management
California
$88.8M -$51.1M -1,804,316 -33%
PCMI
2
Paradigm Capital Management Inc
New York
$38.4M -$961K -33,910 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$28.9M +$11.5M +405,862 +53%
BlackRock
4
BlackRock
New York
$28.5M +$1.16M +41,100 +4%
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$20.3M +$6.99M +246,541 +43%
SFM
6
Systematic Financial Management
New Jersey
$18.1M +$7.92M +279,510 +61%
Ameriprise
7
Ameriprise
Minnesota
$17.8M -$1.74M -61,225 -8%
RCMNY
8
Rubric Capital Management (New York)
New York
$15.9M +$18.3M +644,541 New
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$8.94M +$10.3M +363,571 New
State Street
10
State Street
Massachusetts
$8.74M +$3.14M +110,713 +45%
Federated Hermes
11
Federated Hermes
Pennsylvania
$7.79M -$5.65M -199,344 -39%
SIM
12
Spark Investment Management
New York
$7.4M -$720K -25,400 -8%
KCM
13
Kennedy Capital Management
Missouri
$6.68M -$2.02M -71,145 -21%
RA
14
Royce & Associates
New York
$6.12M -$744K -26,265 -10%
FP
15
Foundry Partners
Minnesota
$5.71M -$1.7M -59,987 -21%
BRC
16
Bell Rock Capital
Delaware
$5.66M +$4.06M +143,145 +165%
BA
17
Broadview Advisors
Wisconsin
$5.55M +$6.39M +225,500 New
RCMC
18
RK Capital Management (Colorado)
Colorado
$5.34M -$87.9K -3,100 -1%
Northern Trust
19
Northern Trust
Illinois
$5.19M +$318K +11,231 +6%
HLA
20
Hamilton Lane Advisors
Pennsylvania
$4.62M +$5.33M +187,985 New
BAMCO Inc
21
BAMCO Inc
New York
$4.18M -$482K -17,000 -9%
BBCM
22
Boardman Bay Capital Management
New York
$4.18M +$2.83M +99,782 +143%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$3.89M +$24K +846 +0.5%
ACM
24
Argent Capital Management
Missouri
$3.88M +$629K +22,195 +22%
HAM
25
Harber Asset Management
North Carolina
$3.52M +$4.05M +143,000 New

ICHR Hedge Fund Activity: Q4 2017 in Review

144 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Ichor Holdings (ICHR) for Q4 2017, worth a combined $461M — down 12% from $521M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ICHR positions and 21 closed out — a net gain of 33 holders — while 50 added to existing stakes and 36 trimmed.

The largest buyer was Rubric Capital Management (New York), opening a new position worth an estimated $18.3M. The largest seller was Francisco Partners Management, cutting an estimated $51.1M.

  • 144 institutional investors held Ichor Holdings (ICHR) as of Q4 2017, up from 112 in Q3 2017.
  • Funds reported $461M of Ichor Holdings stock for Q4 2017, down 12% quarter-over-quarter.
  • 54 funds opened new Ichor Holdings positions in Q4 2017 and 21 closed out, a net change of +33 holders.
  • The largest Ichor Holdings buyer in Q4 2017 was Rubric Capital Management (New York), an estimated $18.3M added.
  • The largest Ichor Holdings seller in Q4 2017 was Francisco Partners Management, an estimated $51.1M sold.

Based on aggregated 13F filings for Q4 2017.