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Ichor Holdings

152 hedge funds and large institutions have $366M invested in Ichor Holdings in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 38

1.48% less ownership

Funds ownership: 85.31%83.83% (-1.5%)

10% less funds holding

Funds holding: 169152 (-17)

29% less call options, than puts

Call options by funds: $5.01M | Put options by funds: $7.06M

35% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 40

43% less capital invested

Capital invested by funds: $639M → $366M (-$272M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
152
Holders Change
-17
Holders Change %
-10.06%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
55
Reduced
38
Closed
40
Calls
$5.01M
Puts
$7.06M
Net Calls
-$2.05M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$73M -$2.73M -90,261 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$30.1M +$922K +30,486 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$21.2M -$2.43M -80,368 -7%
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$15.1M +$4.24M +140,120 +22%
State Street
5
State Street
Massachusetts
$13.9M +$1.36M +45,093 +7%
Ameriprise
6
Ameriprise
Minnesota
$11.5M +$14.7M +486,426 +420%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$10.9M -$18.2M -603,450 -52%
KCM
8
Kennedy Capital Management
Missouri
$10.4M +$5.76M +190,664 +54%
PCMI
9
Paradigm Capital Management Inc
New York
$9.44M
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$8.6M +$596K +19,714 +5%
DCM
11
Driehaus Capital Management
Illinois
$8.48M -$16.4M -543,816 -55%
JP Morgan Chase
12
JP Morgan Chase
New York
$7.46M +$5.25M +173,599 +80%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$7.46M +$11.8M +389,300 New
Invesco
14
Invesco
Georgia
$6.83M +$3.08M +101,817 +40%
RA
15
Royce & Associates
New York
$6.76M -$1.47M -48,708 -12%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$6.22M +$533K +17,624 +6%
Northern Trust
17
Northern Trust
Illinois
$5.33M +$160K +5,302 +2%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$5.2M +$490K +16,204 +6%
ZCM
19
Ziegler Capital Management
Illinois
$4.98M +$7.86M +260,097 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.6M -$166K -5,493 -2%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$3.94M +$6.22M +205,740 New
BAMCO Inc
22
BAMCO Inc
New York
$3.64M -$3.02M -100,000 -34%
AQR Capital Management
23
AQR Capital Management
Connecticut
$3.61M +$1.36M +44,867 +31%
Wells Fargo
24
Wells Fargo
California
$3.56M -$2.2M -72,904 -28%
Principal Financial Group
25
Principal Financial Group
Iowa
$3.55M -$205K -6,773 -4%

ICHR Hedge Fund Activity: Q1 2020 in Review

152 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Ichor Holdings (ICHR) for Q1 2020, worth a combined $366M — down 43% from $639M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of ICHR and 26 opened new positions — a net loss of 14 holders — while 38 trimmed existing stakes and 55 added.

The largest buyer was Ameriprise, adding an estimated $14.7M. The largest seller was Wellington Management Group, cutting an estimated $18.2M.

  • 152 institutional investors held Ichor Holdings (ICHR) as of Q1 2020, down from 169 in Q4 2019.
  • Funds reported $366M of Ichor Holdings stock for Q1 2020, down 43% quarter-over-quarter.
  • 26 funds opened new Ichor Holdings positions in Q1 2020 and 40 closed out, a net change of -14 holders.
  • The largest Ichor Holdings buyer in Q1 2020 was Ameriprise, an estimated $14.7M added.
  • The largest Ichor Holdings seller in Q1 2020 was Wellington Management Group, an estimated $18.2M sold.

Based on aggregated 13F filings for Q1 2020.