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Micron Technology

655 hedge funds and large institutions have $34.8B invested in Micron Technology in 2014 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 279 increasing their positions, 238 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 238

16% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 64

14% more call options, than puts

Call options by funds: $2.71B | Put options by funds: $2.38B

2% more capital invested

Capital invested by funds: $34B → $34.8B (+$813M)

1% more funds holding

Funds holding: 651655 (+4)

9% less funds holding in top 10

Funds holding in top 10: 6862 (-6)

Holders
655
Holders Change
+4
Holders Change %
+0.61%
% of All Funds
19%
Holding in Top 10
62
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.82%
% of All Funds
1.8%
New
74
Increased
279
Reduced
238
Closed
64
Calls
$2.71B
Puts
$2.38B
Net Calls
+$330M
Net Calls Change
-$1.59B
Name Holding Trade Value Shares
Change
Change in
Stake
PC
126
Polar Capital
United Kingdom
$42.9M +$10.5M +323,470 +35%
First Trust Advisors
127
First Trust Advisors
Illinois
$42.7M -$980K -30,270 -2%
HCM
128
Hawkeye Capital Management
Florida
$42M -$21M -650,000 -35%
OAM
129
Oxford Asset Management
United Kingdom
$41.6M +$12M +369,588 +44%
WRCM
130
Whale Rock Capital Management
Massachusetts
$40.7M -$338K -10,448 -0.9%
JIM
131
Jupiter Investment Management
United Kingdom
$39.7M +$37.5M +1,157,851 New
MAA
132
Managed Account Advisors
New Jersey
$39.6M +$26.6M +820,185 +245%
SM
133
SCGE Management
California
$39.4M
PCM
134
Palestra Capital Management
New York
$37.7M -$11.2M -346,200 -24%
Swiss National Bank
135
Swiss National Bank
Switzerland
$36.5M -$845K -26,100 -2%
BWCA
136
Brenner West Capital Advisors
New York
$33.9M -$6.96M -215,000 -18%
FMI
137
Factory Mutual Insurance
Massachusetts
$33.6M +$2.22M +68,500 +8%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.2M +$1.75M +53,936 +6%
KCM
139
Kingdon Capital Management
New York
$32.4M -$21.2M -654,000 -41%
HEIP
140
Hudson Edge Investment Partners
New Jersey
$31M -$706K -21,803 -2%
RCM
141
Redwood Capital Management
New York
$30.8M
Nomura Holdings
142
Nomura Holdings
Japan
$30.3M +$3.15M +97,257 +12%
SCM
143
SkyTop Capital Management
New Jersey
$30.2M -$453K -14,000 -2%
ACI
144
AMP Capital Investors
Australia
$30.1M +$3.75M +115,946 +15%
HCM
145
Highbridge Capital Management
New York
$29.8M +$20.9M +644,279 +284%
BCM
146
Bridgeway Capital Management
Texas
$29.4M +$8.6M +265,600 +45%
AAM
147
Aberdeen Asset Management
United Kingdom
$29.2M +$12M +372,112 +78%
ZDA
148
Zweig-DiMenna Associates
New York
$28.4M -$25.6M -789,616 -49%
ERSOT
149
Employees Retirement System of Texas
Texas
$28.3M -$410K -12,675 -2%
CCMH
150
Cornerstone Capital Management Holdings
New York
$27M -$12.5M -386,645 -33%

MU Hedge Fund Activity: Q3 2014 in Review

655 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Micron Technology (MU) for Q3 2014, worth a combined $34.8B — up 2.4% from $34B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new MU positions and 64 closed out — a net gain of 10 holders — while 279 added to existing stakes and 238 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $167M. The largest seller was Norges Bank, cutting an estimated $321M.

  • 655 institutional investors held Micron Technology (MU) as of Q3 2014, up from 651 in Q2 2014.
  • Funds reported $34.8B of Micron Technology stock for Q3 2014, up 2.4% quarter-over-quarter.
  • 74 funds opened new Micron Technology positions in Q3 2014 and 64 closed out, a net change of +10 holders.
  • The largest Micron Technology buyer in Q3 2014 was D.E. Shaw & Co, an estimated $167M added.
  • The largest Micron Technology seller in Q3 2014 was Norges Bank, an estimated $321M sold.

Based on aggregated 13F filings for Q3 2014.