Rambus
RMBS
277 hedge funds and large institutions have $2.98B invested in Rambus in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 83 increasing their positions, 97 reducing their positions, and 26 closing their positions.
81% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 26
75% more call options, than puts
Call options by funds: $36.4M | Put options by funds: $20.8M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
7% more funds holding
Funds holding: 258 → 277 (+19)
6% more capital invested
Capital invested by funds: $2.8B → $2.98B (+$178M)
2.37% less ownership
Funds ownership: 87.38% → 85.02% (-2.4%)
14% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 97
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$21.3M |
| 2 |
Neuberger Berman Group
New York
|
+$19.4M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$19M |
| 4 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$15.9M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$7.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LLL
Lynrock Lake LP
Rye Brook,
New York
|
-$45.8M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
-$14.8M |
| 3 |
Goldman Sachs
New York
|
-$13.6M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$11.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.3M |
RMBS Hedge Fund Activity: Q1 2022 in Review
277 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Rambus (RMBS) for Q1 2022, worth a combined $2.98B — up 6.4% from $2.8B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new RMBS positions and 26 closed out — a net gain of 21 holders — while 83 added to existing stakes and 97 trimmed.
The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $21.3M. The largest seller was Lynrock Lake LP, cutting an estimated $45.8M.
- 277 institutional investors held Rambus (RMBS) as of Q1 2022, up from 258 in Q4 2021.
- Funds reported $2.98B of Rambus stock for Q1 2022, up 6.4% quarter-over-quarter.
- 47 funds opened new Rambus positions in Q1 2022 and 26 closed out, a net change of +21 holders.
- The largest Rambus buyer in Q1 2022 was Driehaus Capital Management, an estimated $21.3M added.
- The largest Rambus seller in Q1 2022 was Lynrock Lake LP, an estimated $45.8M sold.
Based on aggregated 13F filings for Q1 2022.