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Ichor Holdings

159 hedge funds and large institutions have $861M invested in Ichor Holdings in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

474% more call options, than puts

Call options by funds: $3.87M | Put options by funds: $674K

10% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 52

1.1% less ownership

Funds ownership: 96.16%95.06% (-1.1%)

2% less funds holding

Funds holding: 163159 (-4)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

18% less capital invested

Capital invested by funds: $1.05B → $861M (-$188M)

Holders
159
Holders Change
-4
Holders Change %
-2.45%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
57
Reduced
52
Closed
19
Calls
$3.87M
Puts
$674K
Net Calls
+$3.2M
Net Calls Change
-$156K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$145M -$4.78M -139,476 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$96.1M +$9.1M +265,677 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$81.2M +$783K +22,880 +0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$52.9M +$4.52M +132,106 +8%
Swedbank
5
Swedbank
Sweden
$49.2M -$3.85M -112,400 -7%
Macquarie Group
6
Macquarie Group
Australia
$40.5M +$1.8M +52,489 +4%
Invesco
7
Invesco
Georgia
$35.8M -$400K -11,672 -1%
State Street
8
State Street
Massachusetts
$32.7M -$115K -3,354 -0.3%
AllianceBernstein
9
AllianceBernstein
Tennessee
$29.7M -$9.16M -267,447 -22%
VNIM
10
Vaughan Nelson Investment Management
Texas
$19M -$9.16M -267,599 -30%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$18.6M +$755K +22,037 +4%
RA
12
Royce & Associates
New York
$18.1M +$11K +322 +0.1%
BAMCO Inc
13
BAMCO Inc
New York
$16.7M -$205K -6,000 -1%
N
14
Nuveen
North Carolina
$15.9M +$831K +24,272 +5%
KCM
15
Kennedy Capital Management
Missouri
$14.4M +$663K +19,354 +4%
PA
16
Pinnacle Associates
New York
$12.2M -$465K -13,585 -3%
Fisher Asset Management
17
Fisher Asset Management
Washington
$11.9M -$142K -4,155 -1%
Charles Schwab
18
Charles Schwab
California
$11.2M +$562K +16,426 +5%
BGIM
19
Brandywine Global Investment Management
Pennsylvania
$9.9M +$2.14M +62,609 +24%
Northern Trust
20
Northern Trust
Illinois
$9.83M -$291K -8,486 -3%
First Eagle Investment Management
21
First Eagle Investment Management
New York
$9.65M +$1.89M +55,229 +22%
Goldman Sachs
22
Goldman Sachs
New York
$9.26M +$6.19M +180,725 +153%
Bank of America
23
Bank of America
North Carolina
$8.8M +$355K +10,363 +4%
CIP
24
Chartwell Investment Partners
Pennsylvania
$7.57M -$405K -11,842 -5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$7.3M -$237K -6,912 -3%

ICHR Hedge Fund Activity: Q3 2023 in Review

159 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Ichor Holdings (ICHR) for Q3 2023, worth a combined $861M — down 18% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ICHR and 16 opened new positions — a net loss of 3 holders — while 52 trimmed existing stakes and 57 added.

The largest buyer was Fidelity Investments, adding an estimated $9.1M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $9.16M.

  • 159 institutional investors held Ichor Holdings (ICHR) as of Q3 2023, down from 163 in Q2 2023.
  • Funds reported $861M of Ichor Holdings stock for Q3 2023, down 18% quarter-over-quarter.
  • 16 funds opened new Ichor Holdings positions in Q3 2023 and 19 closed out, a net change of -3 holders.
  • The largest Ichor Holdings buyer in Q3 2023 was Fidelity Investments, an estimated $9.1M added.
  • The largest Ichor Holdings seller in Q3 2023 was Vaughan Nelson Investment Management, an estimated $9.16M sold.

Based on aggregated 13F filings for Q3 2023.