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Super Micro Computer

174 hedge funds and large institutions have $1.02B invested in Super Micro Computer in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

66% more call options, than puts

Call options by funds: $3.45M | Put options by funds: $2.07M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

18% more capital invested

Capital invested by funds: $863M → $1.02B (+$156M)

8% more funds holding

Funds holding: 161174 (+13)

6% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 63

Holders
174
Holders Change
+13
Holders Change %
+8.07%
% of All Funds
4.64%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
36
Increased
59
Reduced
63
Closed
20
Calls
$3.45M
Puts
$2.07M
Net Calls
+$1.38M
Net Calls Change
-$768K
Name Holding Trade Value Shares
Change
Change in
Stake
DM
26
Delphi Management
Massachusetts
$7.98M -$484K -154,990 -6%
IMIM
27
Irving Magee Investment Management
Pennsylvania
$7.77M +$2.94K +940 +0%
HAI
28
Hennessy Advisors Inc
California
$7.67M +$475K +152,000 +7%
Principal Financial Group
29
Principal Financial Group
Iowa
$7.61M +$167K +53,410 +3%
Fuller & Thaler Asset Management
30
Fuller & Thaler Asset Management
California
$7.51M -$18.7K -6,000 -0.3%
BIM
31
Bogle Investment Management
Massachusetts
$7.35M +$6.58M +2,107,700 New
OC
32
Oppenheimer & Co
New York
$7.25M +$1.81M +581,020 +39%
FBC
33
Fairfield, Bush & Co
Connecticut
$7.05M -$632K -202,400 -9%
Ameriprise
34
Ameriprise
Minnesota
$7.03M +$123K +39,540 +2%
GMCM
35
Gruber & McBaine Capital Management
California
$6.63M +$1.87M +600,000 +46%
TCM
36
Timpani Capital Management
Wisconsin
$6.58M +$139K +44,460 +2%
TCIM
37
TIAA CREF Investment Management
New York
$6.44M -$245K -78,500 -4%
QI
38
QS Investors
New York
$6.21M +$5.56M +1,781,610 New
USAA
39
United Services Automobile Association
Texas
$5.56M -$909K -291,000 -15%
Invesco
40
Invesco
Georgia
$5.07M +$93.4K +29,920 +2%
Wells Fargo
41
Wells Fargo
California
$5.06M -$862K -276,120 -16%
BCM
42
Bridgeway Capital Management
Texas
$4.8M +$487K +156,000 +13%
MCM
43
McKinley Capital Management
Alaska
$4.67M -$5.07M -1,622,550 -55%
EI
44
EAM Investors
California
$4.54M +$541K +173,160 +15%
Deutsche Bank
45
Deutsche Bank
Germany
$4.07M +$2.12M +679,060 +140%
BIM
46
BlackRock Investment Management
Delaware
$3.92M -$21.5K -6,890 -0.6%
PPA
47
Parametric Portfolio Associates
Washington
$3.81M +$86.2K +27,610 +3%
ICRM
48
Insight Capital Research & Management
California
$3.77M +$3.37M +1,080,180 New
CCMH
49
Cornerstone Capital Management Holdings
New York
$3.77M +$1.1M +353,000 +49%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$3.76M -$614K -196,800 -16%

SMCI Hedge Fund Activity: Q4 2014 in Review

174 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Super Micro Computer (SMCI) for Q4 2014, worth a combined $1.02B — up 18% from $863M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SMCI positions and 20 closed out — a net gain of 16 holders — while 59 added to existing stakes and 63 trimmed.

The largest buyer was Vanguard Group, adding an estimated $11.3M. The largest seller was Fidelity Investments, cutting an estimated $15M.

  • 174 institutional investors held Super Micro Computer (SMCI) as of Q4 2014, up from 161 in Q3 2014.
  • Funds reported $1.02B of Super Micro Computer stock for Q4 2014, up 18% quarter-over-quarter.
  • 36 funds opened new Super Micro Computer positions in Q4 2014 and 20 closed out, a net change of +16 holders.
  • The largest Super Micro Computer buyer in Q4 2014 was Vanguard Group, an estimated $11.3M added.
  • The largest Super Micro Computer seller in Q4 2014 was Fidelity Investments, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2014.