ACM RESH INC ACMR
COM CL A · Common Stock · CUSIP 00108J109 · ISIN US00108J1097
US semiconductor equipment company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($132.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $13.08. Options: 10 managers hold calls ($19.1m notional), 7 hold puts ($2.2m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 117 |
| Q4 2022 | 123 |
| Q1 2023 | 131 |
| Q2 2023 | 123 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 72 | 53 |
| Q1 2023 | 73 | 56 |
| Q2 2023 | 62 | 61 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $22.2m | $4.3m | 0.20 |
| Q4 2022 | $7.9m | $1.7m | 0.22 |
| Q1 2023 | $24.9m | $6.8m | 0.27 |
| Q2 2023 | $19.1m | $2.2m | 0.12 |
Biggest buyers
| VANGUARD GROUP INC | Added | +906.5k |
| Ariose Capital Management Ltd | Added | +407.4k |
| JPMORGAN CHASE & CO | Added | +389.6k |
| AQR CAPITAL MANAGEMENT LLC | Added | +276.1k |
| Pertento Partners LLP | Added | +268.8k |
| Yiheng Capital Management, L.P. | Added | +210.4k |
| OSTERWEIS CAPITAL MANAGEMENT INC | Added | +207.2k |
| BlackRock Inc. | Added | +201.3k |
| ACADIAN ASSET MANAGEMENT LLC | New | +190.2k |
| Pacific Ridge Capital Partners, LLC | New | +122.5k |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Reduced | -562.6k |
| Portolan Capital Management, LLC | Sold out | -561.9k |
| CITADEL ADVISORS LLC | Reduced | -552.8k |
| MARSHALL WACE, LLP | Reduced | -263.9k |
| DEUTSCHE BANK AG\ | Reduced | -224.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -205.2k |
| CASTLEARK MANAGEMENT LLC | Sold out | -204.6k |
| MORGAN STANLEY | Reduced | -164.3k |
| Point72 Asset Management, L.P. | Reduced | -121.9k |
| FMR LLC | Reduced | -120.1k |
Biggest calls
| Yiheng Capital Management, L.P. | Reduced | $10.9m831.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.0m232.9k shares |
| SIMPLEX TRADING, LLC | Added | $1.3m101.9k shares |
| GROUP ONE TRADING LLC | Added | $956.1k73.1k shares |
| JANE STREET GROUP, LLC | Added | $860.7k65.8k shares |
| CITADEL ADVISORS LLC | Added | $777.0k59.4k shares |
| WOLVERINE TRADING, LLC | Added | $564.6k42.2k shares |
| Squarepoint Ops LLC | Reduced | $538.9k41.2k shares |
| TWO SIGMA SECURITIES, LLC | New | $133.4k10.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $898.6k68.7k shares |
| CITADEL ADVISORS LLC | Reduced | $487.9k37.3k shares |
| WOLVERINE TRADING, LLC | Added | $250.2k18.7k shares |
| Walleye Trading LLC | Reduced | $235.4k18.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $235.0k18.0k shares |
| GROUP ONE TRADING LLC | Added | $137.3k10.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +6.0 pts · filed 2025-10-02 | 12.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 1 | $470.3k | — |
| Q1 2022 | 0 | — | 2 | — | — |
| Q2 2022 | 0 | — | 1 | $542.2k | — |
| Q3 2022 | 0 | — | 2 | $1.1m | — |
| Q4 2022 | 0 | — | 1 | $297.8k | — |
| Q1 2023 | 0 | — | 2 | $730.6k | — |
| Q2 2023 | 0 | — | 2 | $765.0k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-06 | Cheav Sotheara Officer | Sold | $390.0k39.0k shares |
| 2023-06-01 | Dun Haiping Director | Sold | $375.0k37.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 3.7m $48.2m | Added +906.5k |
| BlackRock Inc. 0.00% of their portfolio | 3.4m $44.9m | Added +201.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.2m $28.8m | Reduced -814 |
| CITIGROUP INC 0.03% of their portfolio | 1.8m $23.3m | Added +16.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.2m $15.7m | Added +389.6k |
| Pertento Partners LLP 3.37% of their portfolio | 1.2m $15.1m | Added +268.8k |
| STATE STREET CORP 0.00% of their portfolio | 951.1k $12.4m | Added +35.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 919.0k $12.0m | Added +45.1k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 911.2k $11.9m | Added +14.8k |
| Oasis Management Co Ltd. 3.80% of their portfolio | 833.3k $10.9m | Added +7.6k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 772.6k $10.1m | Reduced -562.6k |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 1.18% of their portfolio | 771.2k $10.1m | Reduced -79.7k |
| Ariose Capital Management Ltd 7.10% of their portfolio | 681.2k $8.9m | Added +407.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 677.8k $8.9m | Added +47.1k |
| Yiheng Capital Management, L.P. 0.58% of their portfolio | 512.7k $6.7m | Added +210.4k |
| UBS Group AG 0.00% of their portfolio | 505.5k $6.6m | Reduced -52.9k |
| OSTERWEIS CAPITAL MANAGEMENT INC 0.43% of their portfolio | 491.1k $6.4m | Added +207.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 467.3k $6.1m | Added +20.2k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 455.4k $6.0m | Added +276.1k |
| ALGERT GLOBAL LLC 0.21% of their portfolio | 373.3k $4.9m | Added +92.9k |
| COOPER CREEK PARTNERS MANAGEMENT LLC 0.32% of their portfolio | 361.3k $4.7m | Unchanged |
| Point72 Hong Kong Ltd 1.41% of their portfolio | 361.3k $4.7m | Added +119.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 326.3k $4.3m | Added +2.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 308.1k $4.0m | Reduced -552.8k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.45% of their portfolio | 285.6k $3.7m | Added +70.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 235.9k $3.1m | Reduced -81.7k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.02% of their portfolio | 227.4k $3.0m | Added +725 |
| MORGAN STANLEY 0.00% of their portfolio | 226.7k $3.0m | Reduced -164.3k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 217.5k $2.8m | Reduced -84.9k |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 212.3k $2.8m | Added +27.7k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 202.1k $2.6m | Reduced -86.7k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 190.2k $2.5m | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 174.4k $2.3m | Reduced -112.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 160.8k $2.1m | Added +309 |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 158.1k $2.1m | Added +34.7k |
| Squarepoint Ops LLC 0.01% of their portfolio | 151.5k $2.0m | Reduced -76.7k |
| Pacific Ridge Capital Partners, LLC 0.36% of their portfolio | 122.5k $1.6m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 108.2k $1.4m | Reduced -26.8k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 106.0k $1.4m | Unchanged |
| Swiss National Bank 0.00% of their portfolio | 101.1k $1.3m | Added +7.3k |
| GSA CAPITAL PARTNERS LLP 0.13% of their portfolio | 97.0k $1.3m | Reduced -7.5k |
| BARCLAYS PLC 0.00% of their portfolio | 85.9k $1.1m | Added +61.7k |
| Jump Financial, LLC 0.04% of their portfolio | 84.1k $1.1m | Added +9.6k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 82.7k $1.1m | Added +14.4k |
| Fund 1 Investments, LLC 0.46% of their portfolio | 82.0k $1.1m | New |
| Connective Capital Management, LLC 1.20% of their portfolio | 79.0k $1.0m | New |
| PDT Partners, LLC 0.14% of their portfolio | 79.0k $1.0m | Reduced -22.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 74.5k $974.9k | Reduced -285 |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 74.5k $974.5k | Reduced -11.3k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 72.0k $941.0k | Reduced -903 |
| QVT Financial LP 0.05% of their portfolio | 70.1k $917.2k | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 68.3k $893.0k | Reduced -4.1k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 67.2k $879.5k | Reduced -86.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 59.3k $694.0k | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 56.9k $744.2k | Added +855 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 54.7k $715.5k | Unchanged |
| Connectus Wealth, LLC 0.01% of their portfolio | 45.0k $588.6k | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 43.3k $566.0k | Reduced -18.3k |
| Graham Capital Management, L.P. 0.02% of their portfolio | 41.6k $544.4k | New |
| Total Clarity Wealth Management, Inc. 0.27% of their portfolio | 41.5k $542.8k | Reduced -2.6k |
| PEAK6 Investments LLC 0.05% of their portfolio | 40.6k $531.5k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 38.1k $497.9k | Unchanged |
| WESTWOOD HOLDINGS GROUP INC 0.00% of their portfolio | 37.8k $495.0k | Reduced -4.0k |
| Legal & General Group Plc 0.00% of their portfolio | 35.7k $466.9k | Added +18.3k |
| HRT FINANCIAL LP 0.00% of their portfolio | 35.1k $458.0k | Added +11.6k |
| Walleye Trading LLC 0.02% of their portfolio | 31.8k $415.9k | New |
| Aristides Capital LLC 0.24% of their portfolio | 30.8k $403.4k | Added +15.0k |
| Precept Management LLC 0.84% of their portfolio | 30.0k $392.4k | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 28.4k $372.0k | Added +644 |
| DENALI ADVISORS LLC 0.13% of their portfolio | 28.3k $370.2k | Added +18.3k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 25.5k $334.1k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 25.1k $327.8k | Unchanged |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 24.2k $316.4k | Added +22.2k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 23.7k $309.5k | Unchanged |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 23.2k $303.0k | Added +25 |
| Walleye Capital LLC 0.01% of their portfolio | 23.1k $302.8k | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 22.9k $300.1k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 22.1k $289.4k | Reduced -20.0k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 22.1k $288.4k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 21.6k $282.3k | Reduced -224.2k |
| Triatomic Management LP 0.89% of their portfolio | 21.6k $282.3k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 20.5k $267.8k | Added +11.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 19.8k $259.0k | Reduced -205.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 19.4k $253.4k | Added +46 |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 19.2k $250.7k | Added +489 |
| FOX RUN MANAGEMENT, L.L.C. 0.07% of their portfolio | 18.8k $245.8k | Added +2.9k |
| Trexquant Investment LP 0.01% of their portfolio | 16.0k $208.8k | Reduced -49.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 15.6k $203.7k | Reduced -9.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 14.7k $192.2k | Reduced -68.8k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.02% of their portfolio | 14.4k $188.5k | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 13.7k $178.7k | New |
| Cornerstone Investment Partners, LLC 0.01% of their portfolio | 13.5k $176.7k | Unchanged |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.02% of their portfolio | 13.2k $173.0k | Unchanged |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 13.1k $170.8k | Added +451 |
| MARSHALL WACE, LLP 0.00% of their portfolio | 12.0k $157.1k | Reduced -263.9k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 10.1k $132.1k | Reduced -121.9k |
| Ausdal Financial Partners, Inc. 0.02% of their portfolio | 10.0k $130.8k | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 9.6k $125.8k | Added +5.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 5.7k $75.0k | Added +1.7k |
| Truvestments Capital LLC 0.04% of their portfolio | 5.4k $71.2k | Unchanged |