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Photronics

189 hedge funds and large institutions have $1.03B invested in Photronics in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 52 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more call options, than puts

Call options by funds: $5.38M | Put options by funds: $961K

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

39% more capital invested

Capital invested by funds: $742M → $1.03B (+$286M)

10% more funds holding

Funds holding: 172189 (+17)

0.68% more ownership

Funds ownership: 89.02%89.7% (+0.68%)

35% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 80

Holders
189
Holders Change
+17
Holders Change %
+9.88%
% of All Funds
2.91%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
34
Increased
52
Reduced
80
Closed
15
Calls
$5.38M
Puts
$961K
Net Calls
+$4.42M
Net Calls Change
+$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$9.32M -$676K -46,100 -9%
AI
27
Acuitas Investments
Washington
$9.19M -$58K -3,958 -0.8%
MIM
28
Meros Investment Management
Texas
$9.19M +$7.15M +487,654 New
ACH
29
ArrowMark Colorado Holdings
Colorado
$8.12M -$3.49M -238,000 -36%
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$7.92M -$3.13M -213,250 -34%
Principal Financial Group
31
Principal Financial Group
Iowa
$7.69M -$228K -15,584 -4%
Assenagon Asset Management
32
Assenagon Asset Management
Luxembourg
$7.6M -$210K -14,344 -3%
RPA
33
Rock Point Advisors
Vermont
$6.79M -$387K -26,400 -7%
Goldman Sachs
34
Goldman Sachs
New York
$6.61M -$1.06M -72,672 -17%
BCM
35
Bridgeway Capital Management
Texas
$6.12M
Comerica Bank
36
Comerica Bank
Texas
$6.06M +$753K +51,362 +17%
Prudential Financial
37
Prudential Financial
New Jersey
$5.94M -$562K -38,376 -11%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$5.73M -$658K -44,900 -13%
WVP
39
Worth Venture Partners
New Jersey
$5.69M -$437K -29,791 -9%
HIM
40
Hillsdale Investment Management
Ontario, Canada
$5.16M +$4.01M +273,536 New
N
41
Nuveen
North Carolina
$5.03M +$303K +20,659 +7%
Morgan Stanley
42
Morgan Stanley
New York
$4.88M -$1.04M -71,070 -22%
PI
43
Putnam Investments
Massachusetts
$4.72M -$929K -63,400 -20%
American Century Companies
44
American Century Companies
Missouri
$4.37M +$854K +58,262 +34%
KA
45
Kovack Advisors
Florida
$4.17M -$90.9K -6,200 -3%
JP Morgan Chase
46
JP Morgan Chase
New York
$4.04M +$67.1K +4,580 +2%
Franklin Resources
47
Franklin Resources
California
$3.92M -$792K -54,051 -21%
EI
48
EAM Investors
California
$3.7M +$2.88M +196,286 New
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$3.59M -$1.23M -83,682 -31%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$3.49M +$49.8K +3,400 +2%

PLAB Hedge Fund Activity: Q4 2021 in Review

189 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Photronics (PLAB) for Q4 2021, worth a combined $1.03B — up 39% from $742M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PLAB positions and 15 closed out — a net gain of 19 holders — while 52 added to existing stakes and 80 trimmed.

The largest buyer was Millennium Management, adding an estimated $10.3M. The largest seller was Bank of Montreal, cutting an estimated $18.9M.

  • 189 institutional investors held Photronics (PLAB) as of Q4 2021, up from 172 in Q3 2021.
  • Funds reported $1.03B of Photronics stock for Q4 2021, up 39% quarter-over-quarter.
  • 34 funds opened new Photronics positions in Q4 2021 and 15 closed out, a net change of +19 holders.
  • The largest Photronics buyer in Q4 2021 was Millennium Management, an estimated $10.3M added.
  • The largest Photronics seller in Q4 2021 was Bank of Montreal, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2021.