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Ichor Holdings

154 hedge funds and large institutions have $511M invested in Ichor Holdings in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 63 increasing their positions, 38 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 38

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

11% more capital invested

Capital invested by funds: $461M → $511M (+$49.7M)

8.3% more ownership

Funds ownership: 73.13%81.43% (+8.3%)

7% more funds holding

Funds holding: 144154 (+10)

51% less call options, than puts

Call options by funds: $4.9M | Put options by funds: $10M

Holders
154
Holders Change
+10
Holders Change %
+6.94%
% of All Funds
3.53%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
42
Increased
63
Reduced
38
Closed
31
Calls
$4.9M
Puts
$10M
Net Calls
-$5.15M
Net Calls Change
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
RCMNY
1
Rubric Capital Management (New York)
New York
$40.5M +$28M +1,028,679 +160%
PCMI
2
Paradigm Capital Management Inc
New York
$37.9M +$70.8K +2,600 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.5M +$2.29M +83,945 +7%
BlackRock
4
BlackRock
New York
$28.7M +$813K +29,854 +3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$26.7M +$30M +1,102,473 New
Ameriprise
6
Ameriprise
Minnesota
$23.6M +$6.83M +250,822 +35%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$23.3M +$26.2M +961,834 New
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$21.3M +$14M +515,091 +142%
SFM
9
Systematic Financial Management
New Jersey
$18.6M +$908K +33,349 +5%
Point72 Asset Management
10
Point72 Asset Management
Connecticut
$17.7M -$2.53M -92,741 -11%
EIP
11
Epoch Investment Partners
New York
$14.5M +$16.3M +596,926 New
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$13.8M +$15.5M +570,711 New
GCP
13
Garelick Capital Partners
Massachusetts
$11.9M +$13.4M +492,091 New
Federated Hermes
14
Federated Hermes
Pennsylvania
$11.7M +$4.49M +165,034 +52%
SCM
15
SG Capital Management
Illinois
$10.8M +$12.2M +446,520 New
DCM
16
Driehaus Capital Management
Illinois
$8.95M +$6.95M +255,227 +223%
State Street
17
State Street
Massachusetts
$8.51M -$104K -3,816 -1%
KCM
18
Kennedy Capital Management
Missouri
$7.83M +$1.4M +51,508 +19%
FP
19
Foundry Partners
Minnesota
$6.27M +$738K +27,105 +12%
BRC
20
Bell Rock Capital
Delaware
$5.4M -$184K -6,750 -3%
Northern Trust
21
Northern Trust
Illinois
$5.3M +$218K +8,018 +4%
RCMC
22
RK Capital Management (Colorado)
Colorado
$5.3M +$51.7K +1,900 +0.9%
AQR Capital Management
23
AQR Capital Management
Connecticut
$5.23M +$5.88M +216,016 New
RA
24
Royce & Associates
New York
$5.17M -$963K -35,340 -14%
IECM
25
Intrinsic Edge Capital Management
Illinois
$4.62M +$4.65M +170,668 +853%

ICHR Hedge Fund Activity: Q1 2018 in Review

154 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Ichor Holdings (ICHR) for Q1 2018, worth a combined $511M — up 11% from $461M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ICHR positions and 31 closed out — a net gain of 11 holders — while 63 added to existing stakes and 38 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $30M. The largest seller was Francisco Partners Management, cutting an estimated $98.1M.

  • 154 institutional investors held Ichor Holdings (ICHR) as of Q1 2018, up from 144 in Q4 2017.
  • Funds reported $511M of Ichor Holdings stock for Q1 2018, up 11% quarter-over-quarter.
  • 42 funds opened new Ichor Holdings positions in Q1 2018 and 31 closed out, a net change of +11 holders.
  • The largest Ichor Holdings buyer in Q1 2018 was Wellington Management Group, an estimated $30M added.
  • The largest Ichor Holdings seller in Q1 2018 was Francisco Partners Management, an estimated $98.1M sold.

Based on aggregated 13F filings for Q1 2018.