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ON Semiconductor

534 hedge funds and large institutions have $15.3B invested in ON Semiconductor in 2021 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 190 increasing their positions, 169 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 70

12% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 169

4% more funds holding

Funds holding: 513534 (+21)

6% less call options, than puts

Call options by funds: $294M | Put options by funds: $312M

5.14% less ownership

Funds ownership: 98.83%93.69% (-5.1%)

10% less capital invested

Capital invested by funds: $16.9B → $15.3B (-$1.61B)

50% less funds holding in top 10

Funds holding in top 10: 168 (-8)

Holders
534
Holders Change
+21
Holders Change %
+4.09%
% of All Funds
9.3%
Holding in Top 10
8
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-50%
% of All Funds
0.14%
New
96
Increased
190
Reduced
169
Closed
70
Calls
$294M
Puts
$312M
Net Calls
-$17.7M
Net Calls Change
+$82.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.54B +$84.3M +2,146,586 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.49B -$109M -2,767,402 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.48B +$63.2M +1,610,876 +4%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$700M -$60.2M -1,532,462 -8%
Capital International Investors
5
Capital International Investors
California
$677M -$17.4M -442,924 -2%
PAMU
6
Pictet Asset Management (UK)
United Kingdom
$465M -$32.2M -819,656 -6%
State Street
7
State Street
Massachusetts
$404M +$39.2M +999,306 +10%
Allianz Asset Management
8
Allianz Asset Management
Germany
$355M +$25M +636,129 +7%
SV
9
Starboard Value
New York
$333M +$4.57M +116,502 +1%
RS
10
Robeco Schweiz
Switzerland
$331M -$21.7M -554,000 -6%
ACH
11
ArrowMark Colorado Holdings
Colorado
$257M -$12.6M -321,520 -5%
Macquarie Group
12
Macquarie Group
Australia
$252M +$115M +2,936,397 +81%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$228M -$45.2M -1,152,608 -16%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$226M +$14.2M +361,418 +7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$214M +$12.3M +313,279 +6%
Norges Bank
16
Norges Bank
Norway
$200M +$6.96M +177,285 +4%
Bank of America
17
Bank of America
North Carolina
$178M -$8.92M -227,327 -5%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$171M +$13.2M +335,575 +8%
JP Morgan Chase
19
JP Morgan Chase
New York
$153M +$23.6M +600,805 +18%
Swedbank
20
Swedbank
Sweden
$153M -$5.75M -146,376 -4%
Goldman Sachs
21
Goldman Sachs
New York
$143M +$61.8M +1,574,829 +73%
ClearBridge Investments
22
ClearBridge Investments
New York
$138M -$2.19M -55,824 -2%
Invesco
23
Invesco
Georgia
$128M -$107M -2,729,259 -45%
N
24
Nuveen
North Carolina
$124M -$61.6M -1,569,343 -33%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$119M +$4.49M +114,350 +4%

ON Hedge Fund Activity: Q2 2021 in Review

534 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ON Semiconductor (ON) for Q2 2021, worth a combined $15.3B — down 9.5% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new ON positions and 70 closed out — a net gain of 26 holders — while 190 added to existing stakes and 169 trimmed.

The largest buyer was Macquarie Group, adding an estimated $115M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $188M sold.

  • 534 institutional investors held ON Semiconductor (ON) as of Q2 2021, up from 513 in Q1 2021.
  • Funds reported $15.3B of ON Semiconductor stock for Q2 2021, down 9.5% quarter-over-quarter.
  • 96 funds opened new ON Semiconductor positions in Q2 2021 and 70 closed out, a net change of +26 holders.
  • The largest ON Semiconductor buyer in Q2 2021 was Macquarie Group, an estimated $115M added.
  • The largest ON Semiconductor seller in Q2 2021 was Vaughan Nelson Investment Management, an estimated $188M sold.

Based on aggregated 13F filings for Q2 2021.