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Ichor Holdings

160 hedge funds and large institutions have $446M invested in Ichor Holdings in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 40 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 40

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

4% more funds holding

Funds holding: 154160 (+6)

2.49% more ownership

Funds ownership: 81.43%83.91% (+2.5%)

13% less capital invested

Capital invested by funds: $511M → $446M (-$64.8M)

25% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $17.7M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
33
Increased
71
Reduced
40
Closed
25
Calls
$13.2M
Puts
$17.7M
Net Calls
-$4.44M
Net Calls Change
+$710K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$34M +$9.94M +416,283 +35%
PCMI
2
Paradigm Capital Management Inc
New York
$33.2M +$47.8K +2,000 +0.1%
RCMNY
3
Rubric Capital Management (New York)
New York
$31.2M -$4.89M -204,712 -12%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$30.2M +$7.71M +322,641 +29%
Vanguard Group
5
Vanguard Group
Pennsylvania
$24.7M -$2.29M -95,862 -8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$24.6M +$14M +587,943 +103%
Ameriprise
7
Ameriprise
Minnesota
$20.6M -$26.9K -1,128 -0.1%
SC
8
Selz Capital
New York
$14.3M +$12M +502,516 +297%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$14.2M -$6.99M -292,488 -30%
Deutsche Bank
10
Deutsche Bank
Germany
$12.8M +$13.8M +577,538 +2,201%
Point72 Asset Management
11
Point72 Asset Management
Connecticut
$10.9M -$5.2M -217,900 -30%
Federated Hermes
12
Federated Hermes
Pennsylvania
$10.3M +$122K +5,099 +1%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$10M -$9.72M -407,063 -46%
RA
14
Royce & Associates
New York
$9.78M +$5.91M +247,300 +116%
State Street
15
State Street
Massachusetts
$9.66M +$2.48M +103,776 +30%
IAMU
16
Impax Asset Management (UK)
United Kingdom
$7.72M +$8.69M +363,864 New
FP
17
Foundry Partners
Minnesota
$6.88M +$1.56M +65,365 +25%
IAMA
18
Impax Asset Management (AIFM)
United Kingdom
$6.41M +$7.21M +301,947 New
AQR Capital Management
19
AQR Capital Management
Connecticut
$5.27M +$768K +32,167 +15%
Northern Trust
20
Northern Trust
Illinois
$4.85M +$229K +9,572 +4%
KCM
21
Kennedy Capital Management
Missouri
$4.74M -$2.39M -100,041 -31%
BRC
22
Bell Rock Capital
Delaware
$4.41M -$364K -15,230 -7%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$4.4M +$3.93M +164,396 +383%
SO
24
STRS Ohio
Ohio
$4.03M
Geode Capital Management
25
Geode Capital Management
Massachusetts
$4.01M +$658K +27,547 +17%

ICHR Hedge Fund Activity: Q2 2018 in Review

160 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Ichor Holdings (ICHR) for Q2 2018, worth a combined $446M — down 13% from $511M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ICHR positions and 25 closed out — a net gain of 8 holders — while 71 added to existing stakes and 40 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $14M. The largest seller was Systematic Financial Management, cutting an estimated $14.9M.

  • 160 institutional investors held Ichor Holdings (ICHR) as of Q2 2018, up from 154 in Q1 2018.
  • Funds reported $446M of Ichor Holdings stock for Q2 2018, down 13% quarter-over-quarter.
  • 33 funds opened new Ichor Holdings positions in Q2 2018 and 25 closed out, a net change of +8 holders.
  • The largest Ichor Holdings buyer in Q2 2018 was Dimensional Fund Advisors, an estimated $14M added.
  • The largest Ichor Holdings seller in Q2 2018 was Systematic Financial Management, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2018.