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Silicon Motion

160 hedge funds and large institutions have $1.6B invested in Silicon Motion in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 38 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

71% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 38

14% more capital invested

Capital invested by funds: $1.4B → $1.6B (+$202M)

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0.76% more ownership

Funds ownership: 20.43%21.19% (+0.76%)

1% more funds holding

Funds holding: 159160 (+1)

56% less call options, than puts

Call options by funds: $2.65M | Put options by funds: $5.97M

Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
3.63%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.25%
New
32
Increased
65
Reduced
38
Closed
29
Calls
$2.65M
Puts
$5.97M
Net Calls
-$3.31M
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$173M -$10.1M -199,661 -6%
Lazard Asset Management
2
Lazard Asset Management
New York
$114M +$2.12M +41,794 +2%
AIM
3
ARGA Investment Management
Connecticut
$111M +$12.6M +248,992 +14%
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$83.6M -$2.82M -55,624 -3%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$67.7M +$5.3M +104,700 +9%
CCMLC
6
Cardinal Capital Management LLC (Connecticut)
Connecticut
$66.7M +$6.06M +119,700 +11%
PWAM
7
Park West Asset Management
California
$60.7M +$23.6M +465,338 +68%
SR
8
Sloane Robinson
United Kingdom
$51.4M +$19.3M +381,900 +65%
JP Morgan Chase
9
JP Morgan Chase
New York
$49.7M +$23.8M +469,082 +100%
CWAM
10
Columbia Wanger Asset Management
Illinois
$44.7M -$12.9M -253,944 -23%
RA
11
Royce & Associates
New York
$40.9M -$1.51M -29,716 -4%
DCM
12
Driehaus Capital Management
Illinois
$38.1M +$36.5M +720,011 New
NC
13
Northcape Capital
Australia
$37.8M +$2.47M +48,707 +7%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$36.8M -$291K -5,752 -0.8%
Millennium Management
15
Millennium Management
New York
$31.5M +$11.9M +233,994 +65%
SCH
16
Sylebra Capital (HK)
Hong Kong
$28.3M +$22.1M +436,339 +445%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$28M -$54.2M -1,070,716 -67%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$25.6M -$265K -5,229 -1%
NPIC
19
Neumeier Poma Investment Counsel
California
$25.4M +$7.14M +140,925 +42%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$24.1M +$23M +455,018 New
YCM
21
Yiheng Capital Management
California
$23.1M
PCM
22
Peregrine Capital Management
Minnesota
$20.8M -$2.08M -41,041 -9%
HIM
23
Herald Investment Management
United Kingdom
$20.3M
Northern Trust
24
Northern Trust
Illinois
$16.7M +$2.43M +48,056 +18%
SFM
25
Systematic Financial Management
New Jersey
$16.4M +$590K +11,653 +4%

SIMO Hedge Fund Activity: Q4 2017 in Review

160 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Silicon Motion (SIMO) for Q4 2017, worth a combined $1.6B — up 14% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SIMO positions and 29 closed out — a net gain of 3 holders — while 65 added to existing stakes and 38 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $36.5M. The largest seller was Fidelity Investments, cutting an estimated $54.2M.

  • 160 institutional investors held Silicon Motion (SIMO) as of Q4 2017, up from 159 in Q3 2017.
  • Funds reported $1.6B of Silicon Motion stock for Q4 2017, up 14% quarter-over-quarter.
  • 32 funds opened new Silicon Motion positions in Q4 2017 and 29 closed out, a net change of +3 holders.
  • The largest Silicon Motion buyer in Q4 2017 was Driehaus Capital Management, an estimated $36.5M added.
  • The largest Silicon Motion seller in Q4 2017 was Fidelity Investments, an estimated $54.2M sold.

Based on aggregated 13F filings for Q4 2017.