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Ichor Holdings

158 hedge funds and large institutions have $364M invested in Ichor Holdings in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 41 increasing their positions, 62 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

5.07% more ownership

Funds ownership: 92.68%97.75% (+5.1%)

1% more funds holding

Funds holding: 157158 (+1)

21% less capital invested

Capital invested by funds: $461M → $364M (-$96.6M)

34% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 62

45% less call options, than puts

Call options by funds: $4.23M | Put options by funds: $7.71M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
158
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
3.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
41
Reduced
62
Closed
30
Calls
$4.23M
Puts
$7.71M
Net Calls
-$3.48M
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$54.9M -$3.04M -175,972 -5%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$29.9M +$6.59M +381,237 +26%
Vanguard Group
3
Vanguard Group
Pennsylvania
$24.9M -$481K -27,827 -2%
PCMI
4
Paradigm Capital Management Inc
New York
$23.7M +$43.2K +2,500 +0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$20.2M -$588K -34,015 -3%
Point72 Asset Management
6
Point72 Asset Management
Connecticut
$14.3M +$6.49M +375,500 +75%
Impax Asset Management Group
7
Impax Asset Management Group
United Kingdom
$13.1M +$690K +39,948 +5%
KCM
8
Kennedy Capital Management
Missouri
$11.8M -$683K -39,521 -5%
State Street
9
State Street
Massachusetts
$9.91M -$2.6M -150,343 -20%
Deutsche Bank
10
Deutsche Bank
Germany
$9.63M -$471K -27,278 -4%
JP Morgan Chase
11
JP Morgan Chase
New York
$9.09M +$192K +11,088 +2%
RA
12
Royce & Associates
New York
$8.71M -$274K -15,867 -3%
PCM
13
Peregrine Capital Management
Minnesota
$7.65M +$8.11M +469,506 New
TSW
14
Thompson Siegel & Walmsley
Virginia
$7.64M -$331K -19,171 -4%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$7.28M -$489K -28,272 -6%
Federated Hermes
16
Federated Hermes
Pennsylvania
$6.83M
Ameriprise
17
Ameriprise
Minnesota
$5.6M -$210K -12,165 -3%
BAMCO Inc
18
BAMCO Inc
New York
$5.22M +$518K +30,000 +10%
FP
19
Foundry Partners
Minnesota
$4.75M -$426K -24,675 -8%
EIP
20
Epoch Investment Partners
New York
$4.59M +$180K +10,419 +4%
Northern Trust
21
Northern Trust
Illinois
$4.51M -$280K -16,185 -6%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$4.29M +$145K +8,375 +3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.98M -$294K -17,007 -7%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$3.31M +$1.22M +70,423 +53%
SO
25
STRS Ohio
Ohio
$3.1M

ICHR Hedge Fund Activity: Q4 2018 in Review

158 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Ichor Holdings (ICHR) for Q4 2018, worth a combined $364M — down 21% from $461M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ICHR positions and 30 closed out — a net gain of 3 holders — while 41 added to existing stakes and 62 trimmed.

The largest buyer was Peregrine Capital Management, opening a new position worth an estimated $8.11M. The largest seller was Fidelity Investments, exiting entirely with an estimated $11.6M sold.

  • 158 institutional investors held Ichor Holdings (ICHR) as of Q4 2018, up from 157 in Q3 2018.
  • Funds reported $364M of Ichor Holdings stock for Q4 2018, down 21% quarter-over-quarter.
  • 33 funds opened new Ichor Holdings positions in Q4 2018 and 30 closed out, a net change of +3 holders.
  • The largest Ichor Holdings buyer in Q4 2018 was Peregrine Capital Management, an estimated $8.11M added.
  • The largest Ichor Holdings seller in Q4 2018 was Fidelity Investments, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2018.