Super Micro Computer
SMCI
119 hedge funds and large institutions have $331M invested in Super Micro Computer in 2013 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 26 reducing their positions, and 6 closing their positions.
317% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 6
112% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 26
32% more capital invested
Capital invested by funds: $250M → $331M (+$81.2M)
18% more funds holding
Funds holding: 101 → 119 (+18)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$3.63M |
| 2 |
FBC
Fairfield, Bush & Co
Darien,
Connecticut
|
+$3.44M |
| 3 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$2.31M |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$1.71M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WB
Webster Bank
Waterbury,
Connecticut
|
-$2.9M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$2.62M |
| 3 |
RJ
Ronald Juvonen
|
-$2.55M |
| 4 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$2.11M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.24M |
SMCI Hedge Fund Activity: Q3 2013 in Review
119 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Super Micro Computer (SMCI) for Q3 2013, worth a combined $331M — up 32% from $250M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SMCI positions and 6 closed out — a net gain of 19 holders — while 55 added to existing stakes and 26 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $3.63M. The largest seller was Webster Bank, exiting entirely with an estimated $2.9M sold.
- 119 institutional investors held Super Micro Computer (SMCI) as of Q3 2013, up from 101 in Q2 2013.
- Funds reported $331M of Super Micro Computer stock for Q3 2013, up 32% quarter-over-quarter.
- 25 funds opened new Super Micro Computer positions in Q3 2013 and 6 closed out, a net change of +19 holders.
- The largest Super Micro Computer buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $3.63M added.
- The largest Super Micro Computer seller in Q3 2013 was Webster Bank, an estimated $2.9M sold.
Based on aggregated 13F filings for Q3 2013.