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Sanmina
SANM

Overview Fund Activity

285 hedge funds and large institutions have $3.49B invested in Sanmina in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 108 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
-28
Holders Change %
-8.95%
% of All Funds
4.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
107
Reduced
108
Closed
58
Calls
$6.1M
Puts
$5.19M
Net Calls
+$915K
Net Calls Change
-$7.5M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$108M
2
Franklin Resources
2
Franklin Resources
California
$82.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$50.1M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$34.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$482M

Top Sellers

1
BlackRock
1
BlackRock
New York
$641M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$826K
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$1.69M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPS
126
Susquehanna Portfolio Strategies
Pennsylvania
$1.07M -$72.9K -1,100 -6%
EGM
127
Engineers Gate Manager
New York
$1.06M -$994K -15,008 -48%
ASRS
128
Arizona State Retirement System
Arizona
$1.03M -$398 -6 -0%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$1.01M +$100K +1,513 +11%
State of Wisconsin Investment Board
130
State of Wisconsin Investment Board
Wisconsin
$993K -$1.55M -23,323 -61%
ECM
131
ExodusPoint Capital Management
New York
$976K +$407K +6,149 +72%
CCIA
132
Campbell & Co Investment Adviser
Maryland
$925K +$925K +13,955 New
SG
133
Somerset Group
Minnesota
$908K – – –
OPERF
134
Oregon Public Employees Retirement Fund
Oregon
$892K -$99.4K -1,500 -10%
LPL Financial
135
LPL Financial
California
$882K -$130K -1,965 -13%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$878K -$24.8K -375 -3%
Stifel Financial
137
Stifel Financial
Missouri
$875K -$22.2K -335 -2%
Diamond Hill Capital Management
138
Diamond Hill Capital Management
Ohio
$826K -$25.1M -378,919 -97%
DFCM
139
Dark Forest Capital Management
Puerto Rico
$810K +$437K +6,602 +117%
COPPSERS
140
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$792K -$6.36K -96 -0.8%
UM
141
UniSuper Management
Australia
$790K – – –
SIM
142
SummerHaven Investment Management
Connecticut
$787K +$14.8K +224 +2%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$782K – – –
VPIM
144
Vanguard Personalized Indexing Management
California
$772K -$61K -921 -7%
SG Americas Securities
145
SG Americas Securities
New York
$739K +$309K +4,660 +72%
CAM
146
Cresset Asset Management
Illinois
$710K +$56.2K +848 +9%
DM
147
Delphi Management
Massachusetts
$693K +$35K +529 +5%
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$677K -$109K -1,653 -14%
RC
149
RBF Capital
California
$663K – – –
TRCT
150
Tower Research Capital (TRC)
New York
$631K +$569K +8,593 +919%
4 5
6
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