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125 hedge funds and large institutions have $1.06B invested in SiTime in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

617% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 6

59% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 27

42% more funds holding

Funds holding: 88125 (+37)

32% more capital invested

Capital invested by funds: $800M → $1.06B (+$258M)

1.08% less ownership

Funds ownership: 56.89%55.81% (-1.1%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
125
Holders Change
+37
Holders Change %
+42.05%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
43
Increased
43
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$133M -$29.8M -314,404 -21%
BlackRock
2
BlackRock
New York
$84.5M +$12.8M +135,011 +22%
DCM
3
Driehaus Capital Management
Illinois
$78.2M -$6.19M -65,364 -9%
Franklin Resources
4
Franklin Resources
California
$63M
Ameriprise
5
Ameriprise
Minnesota
$59.5M -$2.06M -21,785 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$56.8M +$9.81M +103,587 +26%
HRCM
7
Hood River Capital Management
Florida
$42.5M +$12.9M +136,673 +56%
FCM
8
Frontier Capital Management
Massachusetts
$41.3M +$13.3M +140,336 +61%
Principal Financial Group
9
Principal Financial Group
Iowa
$37.6M -$6.68M -70,585 -17%
State Street
10
State Street
Massachusetts
$36.8M +$18M +190,509 +138%
TI
11
Trigran Investments
Illinois
$31M +$2.24M +23,696 +9%
WRF
12
Waddell & Reed Financial
Kansas
$28.2M +$36.2K +382 +0.2%
GGHC
13
Gilder Gagnon Howe & Co
New York
$22.8M -$236K -2,497 -1%
NCGI
14
Next Century Growth Investors
Minnesota
$20.8M -$5.12M -54,025 -22%
Invesco
15
Invesco
Georgia
$19.9M +$10.6M +111,622 +169%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$16.4M +$1.28M +13,486 +10%
PFM
17
Premier Fund Managers
United Kingdom
$14.9M
William Blair Investment Management
18
William Blair Investment Management
Illinois
$14.7M -$18.3M -192,859 -59%
American Century Companies
19
American Century Companies
Missouri
$13.3M -$6.92M -73,039 -38%
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$12.8M -$18.4M -194,429 -63%
Northern Trust
21
Northern Trust
Illinois
$12.1M +$253K +2,670 +3%
ACM
22
Aubrey Capital Management
United Kingdom
$11.3M
LCG
23
Lisanti Capital Growth
New York
$11.1M +$271K +2,865 +3%
Federated Hermes
24
Federated Hermes
Pennsylvania
$10.4M +$93.2K +984 +1%
Calamos Advisors
25
Calamos Advisors
Illinois
$10.3M -$271K -2,863 -3%

SITM Hedge Fund Activity: Q4 2020 in Review

125 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SiTime (SITM) for Q4 2020, worth a combined $1.06B — up 32% from $800M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SITM positions and 6 closed out — a net gain of 37 holders — while 43 added to existing stakes and 27 trimmed.

The largest buyer was State Street, adding an estimated $18M. The largest seller was Fidelity Investments, cutting an estimated $29.8M.

  • 125 institutional investors held SiTime (SITM) as of Q4 2020, up from 88 in Q3 2020.
  • Funds reported $1.06B of SiTime stock for Q4 2020, up 32% quarter-over-quarter.
  • 43 funds opened new SiTime positions in Q4 2020 and 6 closed out, a net change of +37 holders.
  • The largest SiTime buyer in Q4 2020 was State Street, an estimated $18M added.
  • The largest SiTime seller in Q4 2020 was Fidelity Investments, an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2020.