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Magnachip Semiconductor

134 hedge funds and large institutions have $978M invested in Magnachip Semiconductor in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more capital invested

Capital invested by funds: $473M → $978M (+$505M)

86% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 28

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

22% more funds holding

Funds holding: 110134 (+24)

12% more call options, than puts

Call options by funds: $24.3M | Put options by funds: $21.6M

0% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 38

13.27% less ownership

Funds ownership: 98.36%85.1% (-13%)

Holders
134
Holders Change
+24
Holders Change %
+21.82%
% of All Funds
2.35%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.23%
New
52
Increased
38
Reduced
38
Closed
28
Calls
$24.3M
Puts
$21.6M
Net Calls
+$2.7M
Net Calls Change
-$546K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
26
Alpine Associates Management
Florida
$12.5M +$9.87M +503,000 New
Goldman Sachs
27
Goldman Sachs
New York
$12.5M +$1.09M +55,328 +12%
RA
28
Royce & Associates
New York
$12.2M +$1.67M +85,200 +21%
KCM
29
Kennedy Capital Management
Missouri
$11.5M -$1.27M -64,695 -12%
PCM
30
Penn Capital Management
Pennsylvania
$11M +$8.68M +442,472 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$9.65M +$6.69M +340,916 +733%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$9.46M -$782K -39,874 -10%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$9.45M +$7.44M +379,380 New
Norges Bank
34
Norges Bank
Norway
$8.9M +$7.02M +357,534 New
MPAM
35
Monarch Partners Asset Management
Massachusetts
$8.63M +$5.41M +275,765 +389%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$7.63M
State Street
37
State Street
Massachusetts
$7.26M +$208K +10,608 +4%
Millennium Management
38
Millennium Management
New York
$6.61M -$295K -15,055 -5%
HAM
39
Harber Asset Management
North Carolina
$6.44M -$3.24M -164,942 -39%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$5.91M +$4.66M +237,360 New
PCP
41
Polunin Capital Partners
United Kingdom
$5.68M -$579K -29,500 -11%
SAM
42
Silverback Asset Management
North Carolina
$5.63M +$4.43M +226,014 New
AA
43
AQR Arbitrage
Connecticut
$5.16M +$4.07M +207,240 New
CCPM
44
Cooper Creek Partners Management
New York
$4.65M -$3.45M -175,681 -48%
ACA
45
Apis Capital Advisors
New York
$4.46M +$1.75M +89,000 +99%
Group One Trading
46
Group One Trading
Illinois
$4.23M +$3.02M +154,094 +968%
DAM
47
DLD Asset Management
New York
$3.49M +$2.75M +140,000 New
WAM
48
Weiss Asset Management
Massachusetts
$3.25M +$2.56M +130,634 New
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$3.22M -$3.79M -193,087 -60%
BHMP
50
Bardin Hill Management Partners
New York
$3.15M +$2.48M +126,435 New

MX Hedge Fund Activity: Q1 2021 in Review

134 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Magnachip Semiconductor (MX) for Q1 2021, worth a combined $978M — up 107% from $473M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MX positions and 28 closed out — a net gain of 24 holders — while 38 added to existing stakes and 38 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $19.8M. The largest seller was Greenhouse Funds, exiting entirely with an estimated $20.8M sold.

  • 134 institutional investors held Magnachip Semiconductor (MX) as of Q1 2021, up from 110 in Q4 2020.
  • Funds reported $978M of Magnachip Semiconductor stock for Q1 2021, up 107% quarter-over-quarter.
  • 52 funds opened new Magnachip Semiconductor positions in Q1 2021 and 28 closed out, a net change of +24 holders.
  • The largest Magnachip Semiconductor buyer in Q1 2021 was Wasatch Advisors, an estimated $19.8M added.
  • The largest Magnachip Semiconductor seller in Q1 2021 was Greenhouse Funds, an estimated $20.8M sold.

Based on aggregated 13F filings for Q1 2021.