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Valens Semiconductor

44 hedge funds and large institutions have $50M invested in Valens Semiconductor in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $24K | Put options by funds: $10K

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2% less funds holding

Funds holding: 4544 (-1)

4.72% less ownership

Funds ownership: 24.94%20.23% (-4.7%)

17% less capital invested

Capital invested by funds: $60.5M → $50M (-$10.5M)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
7
Reduced
13
Closed
7
Calls
$24K
Puts
$10K
Net Calls
+$14K
Net Calls Change
-$188K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1
Linse Capital
Puerto Rico
$26.3M
CI
2
Clal Insurance
Israel
$6.34M
Ameriprise
3
Ameriprise
Minnesota
$3.23M +$158K +69,468 +5%
MIH
4
Meitav Investment House
Israel
$2.61M +$2.33M +1,025,972 +1,232%
HIM
5
Herald Investment Management
United Kingdom
$2.34M
ASM
6
AI-Squared Management
Hong Kong
$1.96M
Renaissance Technologies
7
Renaissance Technologies
New York
$1.21M -$66.7K -29,384 -5%
YLHM
8
Yelin Lapidot Holdings Management
Israel
$825K
PF
9
Phoenix Financial
Israel
$792K
Two Sigma Investments
10
Two Sigma Investments
New York
$494K -$45.5K -20,064 -9%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$462K +$446K +196,606 New
MIFH
12
Migdal Insurance & Financial Holdings
Israel
$422K
Bessemer Group
13
Bessemer Group
New Jersey
$378K
Squarepoint
14
Squarepoint
New York
$374K +$59.8K +26,333 +20%
OC
15
Oppenheimer & Co
New York
$364K +$44.8K +19,727 +15%
Morgan Stanley
16
Morgan Stanley
New York
$273K -$390K -171,621 -60%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$185K +$23.6K +10,400 +15%
GCP
18
GSA Capital Partners
United Kingdom
$154K +$56.3K +24,807 +61%
IAMH
19
IvyRock Asset Management (HK)
Hong Kong
$153K
Millennium Management
20
Millennium Management
New York
$150K -$632K -278,219 -81%
Barclays
21
Barclays
United Kingdom
$112K -$4.75K -2,094 -4%
Citadel Advisors
22
Citadel Advisors
Florida
$109K -$41K -18,075 -28%
AWM
23
Apollon Wealth Management
South Carolina
$109K +$106K +46,500 New
First Manhattan
24
First Manhattan
New York
$102K +$98.7K +43,458 New
EGM
25
Engineers Gate Manager
New York
$80.9K -$2.17K -958 -3%

VLN Hedge Fund Activity: Q1 2024 in Review

44 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Valens Semiconductor (VLN) for Q1 2024, worth a combined $50M — down 17% from $60.5M a quarter earlier.

Fund positioning in VLN was balanced in Q1 2024: 7 funds opened new positions, 7 closed out, 7 added to existing stakes and 13 trimmed.

The largest buyer was Meitav Investment House, adding an estimated $2.33M. The largest seller was ARK Investment Management, cutting an estimated $1.72M.

  • 44 institutional investors held Valens Semiconductor (VLN) as of Q1 2024, down from 45 in Q4 2023.
  • Funds reported $50M of Valens Semiconductor stock for Q1 2024, down 17% quarter-over-quarter.
  • 7 funds opened new Valens Semiconductor positions in Q1 2024 and 7 closed out, a net change of 0 holders.
  • The largest Valens Semiconductor buyer in Q1 2024 was Meitav Investment House, an estimated $2.33M added.
  • The largest Valens Semiconductor seller in Q1 2024 was ARK Investment Management, an estimated $1.72M sold.

Based on aggregated 13F filings for Q1 2024.