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Ichor Holdings

143 hedge funds and large institutions have $466M invested in Ichor Holdings in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $11.3M

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

0% less capital invested

Capital invested by funds: $467M → $466M (-$498K)

2.31% less ownership

Funds ownership: 88.25%85.94% (-2.3%)

6% less funds holding

Funds holding: 152143 (-9)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
143
Holders Change
-9
Holders Change %
-5.92%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
60
Reduced
43
Closed
22
Calls
$22.1M
Puts
$11.3M
Net Calls
+$10.7M
Net Calls Change
+$879K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$91.2M +$7.55M +319,124 +9%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$43.4M +$2.78M +117,496 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$37.3M +$999K +42,226 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$28.9M +$257K +10,859 +0.9%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$19.2M -$115K -4,878 -0.6%
PCMI
6
Paradigm Capital Management Inc
New York
$17.9M -$445K -18,800 -2%
KCM
7
Kennedy Capital Management
Missouri
$15.9M +$377K +15,954 +2%
State Street
8
State Street
Massachusetts
$15.8M +$88.2K +3,727 +0.6%
Point72 Asset Management
9
Point72 Asset Management
Connecticut
$13.3M +$2.57M +108,670 +25%
RA
10
Royce & Associates
New York
$12.5M -$2.5M -105,516 -17%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$11.5M +$1.37M +57,965 +14%
LSV Asset Management
12
LSV Asset Management
Illinois
$10.6M -$1.74M -73,451 -14%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$10.5M -$31.3K -1,324 -0.3%
EIP
14
Epoch Investment Partners
New York
$9.37M +$1.23M +51,828 +15%
BAMCO Inc
15
BAMCO Inc
New York
$8.71M
Geode Capital Management
16
Geode Capital Management
Massachusetts
$7.29M +$260K +11,009 +4%
JP Morgan Chase
17
JP Morgan Chase
New York
$6.68M +$1.75M +73,837 +37%
Northern Trust
18
Northern Trust
Illinois
$6.65M -$4.85K -205 -0.1%
FIM
19
Foresters Investment Management
New York
$6.44M +$291K +12,300 +5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.83M -$299K -12,619 -5%
Wells Fargo
21
Wells Fargo
California
$5.7M -$991K -41,910 -15%
Ameriprise
22
Ameriprise
Minnesota
$5.32M -$2.03M -85,960 -28%
DCM
23
Driehaus Capital Management
Illinois
$5.18M +$5.07M +214,319 New
Principal Financial Group
24
Principal Financial Group
Iowa
$4.28M -$58K -2,452 -1%
Invesco
25
Invesco
Georgia
$3.76M -$92.4K -3,908 -2%

ICHR Hedge Fund Activity: Q3 2019 in Review

143 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Ichor Holdings (ICHR) for Q3 2019, worth a combined $466M — down 0.11% from $467M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ICHR and 13 opened new positions — a net loss of 9 holders — while 43 trimmed existing stakes and 60 added.

The largest buyer was BlackRock, adding an estimated $7.55M. The largest seller was Federated Hermes, cutting an estimated $7.1M.

  • 143 institutional investors held Ichor Holdings (ICHR) as of Q3 2019, down from 152 in Q2 2019.
  • Funds reported $466M of Ichor Holdings stock for Q3 2019, down 0.11% quarter-over-quarter.
  • 13 funds opened new Ichor Holdings positions in Q3 2019 and 22 closed out, a net change of -9 holders.
  • The largest Ichor Holdings buyer in Q3 2019 was BlackRock, an estimated $7.55M added.
  • The largest Ichor Holdings seller in Q3 2019 was Federated Hermes, an estimated $7.1M sold.

Based on aggregated 13F filings for Q3 2019.