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Micron Technology

444 hedge funds and large institutions have $22.2B invested in Micron Technology in 2013 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 167 increasing their positions, 165 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $1.91B | Put options by funds: $938M

67% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 49

25% more funds holding in top 10

Funds holding in top 10: 2835 (+7)

23% more capital invested

Capital invested by funds: $18.1B → $22.2B (+$4.12B)

7% more funds holding

Funds holding: 416444 (+28)

1% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 165

Holders
444
Holders Change
+28
Holders Change %
+6.73%
% of All Funds
14.39%
Holding in Top 10
35
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25%
% of All Funds
1.13%
New
82
Increased
167
Reduced
165
Closed
49
Calls
$1.91B
Puts
$938M
Net Calls
+$974M
Net Calls Change
+$463M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$4.32B -$25.3M -1,746,980 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.23B +$49.1M +3,387,732 +5%
BG
3
Baupost Group
Massachusetts
$1.12B +$326M +22,500,000 +54%
State Street
4
State Street
Massachusetts
$716M +$17.7M +1,220,121 +3%
Viking Global Investors
5
Viking Global Investors
Connecticut
$652M +$433M +29,887,500 +401%
Primecap Management
6
Primecap Management
California
$620M +$7.46M +514,300 +1%
WRF
7
Waddell & Reed Financial
Kansas
$606M +$50.9M +3,512,500 +11%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$583M -$139M -9,578,431 -22%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$548M -$120M -8,241,457 -21%
OH
10
Orbis Holdings
Bermuda
$520M -$666M -45,949,029 -61%
BIT
11
BlackRock Institutional Trust
California
$464M -$6.45M -444,881 -2%
GC
12
Greenlight Capital
New York
$402M +$334M +23,020,200 New
DCM
13
Discovery Capital Management
Connecticut
$401M +$104M +7,138,000 +45%
DSC
14
Donald Smith & Co
New York
$393M -$65.6M -4,522,600 -17%
Deutsche Bank
15
Deutsche Bank
Germany
$330M +$40.4M +2,783,095 +17%
JP Morgan Chase
16
JP Morgan Chase
New York
$312M +$56.5M +3,896,379 +28%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$258M -$47M -3,243,704 -18%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$249M -$1.73M -119,288 -0.8%
PIM
19
Platinum Investment Management
Australia
$239M -$17.4M -1,200,000 -8%
BFA
20
BlackRock Fund Advisors
California
$239M +$1.18M +81,636 +0.6%
Northern Trust
21
Northern Trust
Illinois
$234M -$5.21M -359,077 -3%
Invesco
22
Invesco
Georgia
$228M +$11.6M +797,042 +6%
Norges Bank
23
Norges Bank
Norway
$214M -$5.25M -362,319 -3%
SCA
24
SAC Capital Advisors
Connecticut
$213M -$59M -4,067,974 -25%
TAA
25
Turiya Advisors Asia
Hong Kong
$208M -$29.7M -2,048,618 -15%

MU Hedge Fund Activity: Q3 2013 in Review

444 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Micron Technology (MU) for Q3 2013, worth a combined $22.2B — up 23% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new MU positions and 49 closed out — a net gain of 33 holders — while 167 added to existing stakes and 165 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $433M. The largest seller was Orbis Holdings, cutting an estimated $666M.

  • 444 institutional investors held Micron Technology (MU) as of Q3 2013, up from 416 in Q2 2013.
  • Funds reported $22.2B of Micron Technology stock for Q3 2013, up 23% quarter-over-quarter.
  • 82 funds opened new Micron Technology positions in Q3 2013 and 49 closed out, a net change of +33 holders.
  • The largest Micron Technology buyer in Q3 2013 was Viking Global Investors, an estimated $433M added.
  • The largest Micron Technology seller in Q3 2013 was Orbis Holdings, an estimated $666M sold.

Based on aggregated 13F filings for Q3 2013.