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Tower Semiconductor

204 hedge funds and large institutions have $3.05B invested in Tower Semiconductor in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 70

0% less funds holding

Funds holding: 205204 (-1)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1.63% less ownership

Funds ownership: 59.94%58.31% (-1.6%)

7% less capital invested

Capital invested by funds: $3.27B → $3.05B (-$219M)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

62% less call options, than puts

Call options by funds: $15.7M | Put options by funds: $41.2M

Holders
204
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
3.51%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
24
Increased
75
Reduced
70
Closed
25
Calls
$15.7M
Puts
$41.2M
Net Calls
-$25.5M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
UIM
1
USS Investment Management
United Kingdom
$252M
JP Morgan Chase
2
JP Morgan Chase
New York
$215M +$47.4M +1,029,611 +27%
SM
3
Senvest Management
New York
$182M -$88.9M -1,929,996 -32%
Vanguard Group
4
Vanguard Group
Pennsylvania
$151M +$5.46M +118,633 +4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$147M +$6.01M +130,444 +4%
Franklin Resources
6
Franklin Resources
California
$123M +$51.6M +1,120,956 +67%
CI
7
Clal Insurance
Israel
$96M +$997K +21,650 +1%
Macquarie Group
8
Macquarie Group
Australia
$89.5M -$13.5M -292,780 -13%
Jennison Associates
9
Jennison Associates
New York
$83.7M +$12.5M +270,670 +17%
UOC
10
UBS O'Connor
Illinois
$77.3M +$4.92M +106,739 +6%
SGCM
11
Sand Grove Capital Management
United Kingdom
$74.2M +$9.77M +212,120 +14%
AAM
12
Alpine Associates Management
Florida
$65M +$10.6M +230,300 +18%
HIIFS
13
Harel Insurance Investments & Financial Services
Israel
$63.4M +$4.79M +104,092 +8%
TAL
14
TIG Advisors LLC
New York
$61.9M +$1.01M +21,835 +2%
MIFH
15
Migdal Insurance & Financial Holdings
Israel
$55M -$10.1M -220,000 -15%
VI
16
Versor Investments
New York
$52.4M -$21.9M -475,686 -29%
BlackRock
17
BlackRock
New York
$50.3M +$777K +16,863 +1%
Legal & General Group
18
Legal & General Group
United Kingdom
$49.2M +$731K +15,876 +1%
FCM
19
Farallon Capital Management
California
$44.6M +$2.99M +65,000 +7%
Swedbank
20
Swedbank
Sweden
$43.9M +$4.62M +100,200 +11%
MIH
21
Meitav Investment House
Israel
$41.1M -$1.27M -27,655 -3%
Citigroup
22
Citigroup
New York
$40.9M +$20.3M +440,842 +89%
MMH
23
Menora Mivtachim Holdings
Israel
$38.8M
CC
24
Carlson Capital
Texas
$36.5M +$8.47M +184,000 +28%
AllianceBernstein
25
AllianceBernstein
Tennessee
$36.4M -$3.5M -76,056 -8%

TSEM Hedge Fund Activity: Q3 2022 in Review

204 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Tower Semiconductor (TSEM) for Q3 2022, worth a combined $3.05B — down 6.7% from $3.27B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of TSEM and 24 opened new positions — a net loss of 1 holder — while 70 trimmed existing stakes and 75 added.

The largest buyer was Franklin Resources, adding an estimated $51.6M. The largest seller was Senvest Management, cutting an estimated $88.9M.

  • 204 institutional investors held Tower Semiconductor (TSEM) as of Q3 2022, down from 205 in Q2 2022.
  • Funds reported $3.05B of Tower Semiconductor stock for Q3 2022, down 6.7% quarter-over-quarter.
  • 24 funds opened new Tower Semiconductor positions in Q3 2022 and 25 closed out, a net change of -1 holder.
  • The largest Tower Semiconductor buyer in Q3 2022 was Franklin Resources, an estimated $51.6M added.
  • The largest Tower Semiconductor seller in Q3 2022 was Senvest Management, an estimated $88.9M sold.

Based on aggregated 13F filings for Q3 2022.