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Ichor Holdings

153 hedge funds and large institutions have $637M invested in Ichor Holdings in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 51

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more funds holding

Funds holding: 153153 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.54% less ownership

Funds ownership: 94.02%91.48% (-2.5%)

9% less capital invested

Capital invested by funds: $700M → $637M (-$62.9M)

23% less call options, than puts

Call options by funds: $2.24M | Put options by funds: $2.9M

Holders
153
Holders Change
Holders Change %
0%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
57
Reduced
51
Closed
20
Calls
$2.24M
Puts
$2.9M
Net Calls
-$659K
Net Calls Change
+$876K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$115M -$13.5M -457,684 -9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$68.5M +$5.13M +173,413 +7%
Swedbank
3
Swedbank
Sweden
$55.4M
Vanguard Group
4
Vanguard Group
Pennsylvania
$54.8M +$3.27M +110,474 +5%
AllianceBernstein
5
AllianceBernstein
Tennessee
$29.7M +$5.09M +172,077 +16%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$29.1M +$3.26M +110,307 +10%
State Street
7
State Street
Massachusetts
$26.5M -$27.9K -942 -0.1%
Macquarie Group
8
Macquarie Group
Australia
$23.1M -$1.61M -54,591 -5%
VNIM
9
Vaughan Nelson Investment Management
Texas
$21M +$2.15M +72,700 +9%
RA
10
Royce & Associates
New York
$15.8M -$592K -20,000 -3%
BAMCO Inc
11
BAMCO Inc
New York
$12.9M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$12.5M -$119K -4,029 -0.8%
PA
13
Pinnacle Associates
New York
$10.5M -$1.14M -38,611 -8%
KCM
14
Kennedy Capital Management
Missouri
$10.5M -$246K -8,328 -2%
Fisher Asset Management
15
Fisher Asset Management
Washington
$8.56M +$1.51M +51,000 +17%
Invesco
16
Invesco
Georgia
$8.18M +$194K +6,570 +2%
GF
17
Goodman Financial
Texas
$7.54M +$1.23M +41,577 +15%
Northern Trust
18
Northern Trust
Illinois
$7.35M -$16.7K -564 -0.2%
Charles Schwab
19
Charles Schwab
California
$6.97M +$964K +32,597 +13%
Morgan Stanley
20
Morgan Stanley
New York
$6.48M +$783K +26,470 +11%
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$6.29M +$864K +29,204 +13%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$6.21M +$81.8K +2,764 +1%
Victory Capital Management
23
Victory Capital Management
Texas
$5.91M -$202K -6,827 -3%
PCMI
24
Paradigm Capital Management Inc
New York
$5.84M -$8.25M -278,883 -54%
EIP
25
Epoch Investment Partners
New York
$4.96M +$2.71M +91,487 +81%

ICHR Hedge Fund Activity: Q3 2022 in Review

153 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Ichor Holdings (ICHR) for Q3 2022, worth a combined $637M — down 9% from $700M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ICHR positions and 20 closed out — a net gain of 1 holder — while 57 added to existing stakes and 51 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $5.13M. The largest seller was BlackRock, cutting an estimated $13.5M.

  • 153 institutional investors held Ichor Holdings (ICHR) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $637M of Ichor Holdings stock for Q3 2022, down 9% quarter-over-quarter.
  • 21 funds opened new Ichor Holdings positions in Q3 2022 and 20 closed out, a net change of +1 holder.
  • The largest Ichor Holdings buyer in Q3 2022 was Fidelity Investments, an estimated $5.13M added.
  • The largest Ichor Holdings seller in Q3 2022 was BlackRock, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2022.