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 ($2.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.05. Options: 15 managers hold calls ($26.8m notional), 15 hold puts ($35.1m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 117 |
| Q4 2022 | 123 |
| Q1 2023 | 131 |
| Q2 2023 | 123 |
| Q3 2023 | 155 |
| Q4 2023 | 156 |
| Q1 2024 | 201 |
| Q2 2024 | 201 |
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 |
| Q3 2023 | 96 | 51 |
| Q4 2023 | 74 | 85 |
| Q1 2024 | 119 | 78 |
| Q2 2024 | 119 | 98 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $25.1m | $8.4m | 0.33 |
| Q4 2023 | $28.8m | $9.6m | 0.33 |
| Q1 2024 | $41.4m | $29.8m | 0.72 |
| Q2 2024 | $26.8m | $35.1m | 1.31 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +683.4k |
| SG Capital Management LLC | New | +583.5k |
| CITADEL ADVISORS LLC | Added | +406.9k |
| Portolan Capital Management, LLC | Added | +317.4k |
| Panview Asian Equity Master Fund | Added | +295.4k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +261.3k |
| Qube Research & Technologies Ltd | Added | +249.3k |
| NORGES BANK | Added | +212.1k |
| Oasis Management Co Ltd. | New | +212.0k |
| Pertento Partners LLP | Added | +174.0k |
Biggest sellers
| MORGAN STANLEY | Reduced | -1.7m |
| BANK OF AMERICA CORP /DE/ | Reduced | -582.7k |
| JPMORGAN CHASE & CO | Reduced | -569.6k |
| Yong Rong (HK) Asset Management Ltd | Sold out | -402.8k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -388.9k |
| Nuveen Asset Management, LLC | Reduced | -322.8k |
| CITIGROUP INC | Reduced | -281.2k |
| M&G PLC | Sold out | -255.6k |
| D. E. Shaw & Co., Inc. | Sold out | -193.8k |
| Invesco Ltd. | Reduced | -189.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $6.4m278.2k shares |
| CITADEL ADVISORS LLC | Added | $5.5m236.7k shares |
| PEAK6 Investments LLC | Reduced | $4.1m178.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.8m122.7k shares |
| Jefferies Financial Group Inc. | New | $1.3m58.3k shares |
| GROUP ONE TRADING LLC | Reduced | $1.3m58.0k shares |
| JANE STREET GROUP, LLC | Reduced | $1.3m58.0k shares |
| IMC-Chicago, LLC | Added | $1.3m55.9k shares |
| WOLVERINE TRADING, LLC | New | $855.5k37.1k shares |
| Squarepoint Ops LLC | Unchanged | $788.7k34.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $9.4m407.5k shares |
| CITADEL ADVISORS LLC | Added | $5.3m228.2k shares |
| SG Capital Management LLC | New | $4.6m200.0k shares |
| SIMPLEX TRADING, LLC | Added | $3.6m157.1k shares |
| JANE STREET GROUP, LLC | Reduced | $2.2m97.5k shares |
| IMC-Chicago, LLC | Added | $2.2m96.9k shares |
| Squarepoint Ops LLC | Added | $2.0m86.7k shares |
| Jefferies Financial Group Inc. | New | $1.7m75.8k shares |
| PEAK6 Investments LLC | Reduced | $1.4m59.9k shares |
| WOLVERINE TRADING, LLC | New | $1.2m52.8k 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 2024
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 2022 | 0 | — | 2 | $1.1m | — |
| Q4 2022 | 0 | — | 1 | $297.8k | — |
| Q1 2023 | 0 | — | 2 | $730.6k | — |
| Q2 2023 | 0 | — | 2 | $765.0k | — |
| Q3 2023 | 0 | — | 5 | $6.0m | $3.7m |
| Q4 2023 | 0 | — | 6 | $4.9m | $4.9m |
| Q1 2024 | 0 | — | 6 | $7.1m | $7.1m |
| Q2 2024 | 0 | — | 4 | $7.9m | $7.9m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-11 | Wang Jian Officer | Sold plan | $690.6k30.0k shares |
| 2024-06-10 | Wang Jian Officer | Sold plan | $662.1k30.0k shares |
| 2024-06-07 | Wang Jian Officer | Sold plan | $662.1k30.0k shares |
| 2024-06-06 | Wang Jian Officer | Sold plan | $687.6k30.0k shares |
| 2024-06-06 | McKechnie Mark Officer | Sold plan | $458.4k20.0k shares |
| 2024-05-29 | Wang David H Officer, director | Sold plan | $1.9m86.1k shares |
| 2024-05-29 | Dun Haiping Director | Sold plan | $435.4k19.2k shares |
| 2024-05-22 | Wang David H Officer, director | Sold plan | $2.1m90.0k shares |
| 2024-05-22 | Dun Haiping Director | Sold plan | $343.2k15.0k 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 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.00% of their portfolio | 4.1m $93.9m | Added +109.3k |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.9m $90.0m | Reduced -79.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.7m $38.7m | Reduced -569.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.2m $26.6m | Added +76.0k |
| STATE STREET CORP 0.00% of their portfolio | 1.2m $26.5m | Added +86.0k |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $26.3m | Reduced -1.7m |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.11% of their portfolio | 1.1m $26.1m | Added +261.3k |
| Invesco Ltd. 0.01% of their portfolio | 1.1m $24.8m | Reduced -189.2k |
| Pertento Partners LLP 2.83% of their portfolio | 969.3k $22.4m | Added +174.0k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 924.1k $21.3m | Added +683.4k |
| Portolan Capital Management, LLC 1.63% of their portfolio | 855.8k $19.7m | Added +317.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio | 849.3k $19.6m | Added +8.2k |
| Steamboat Capital Partners, LLC 5.92% of their portfolio | 699.2k $16.1m | Reduced -792 |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 686.7k $15.8m | Added +406.9k |
| Panview Asian Equity Master Fund 3.86% of their portfolio | 663.2k $15.3m | Added +295.4k |
| SG Capital Management LLC 2.28% of their portfolio | 583.5k $13.5m | New |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 551.1k $12.7m | Reduced -322.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 551.1k $12.7m | Reduced -72.0k |
| NORGES BANK 0.00% of their portfolio | 502.1k $11.6m | Added +212.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 455.3k $10.5m | Reduced -7.5k |
| Yiheng Capital Management, L.P. 1.45% of their portfolio | 446.1k $10.3m | Reduced -35.2k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.62% of their portfolio | 441.1k $10.2m | Unchanged |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 408.1k $9.4m | Added +34.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 392.0k $9.0m | Added +13.0k |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 1.81% of their portfolio | 360.1k $8.3m | Reduced -4.2k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 356.6k $8.2m | Added +249.3k |
| UBS Group AG 0.00% of their portfolio | 340.5k $7.9m | Reduced -70.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 335.4k $7.7m | Added +85.5k |
| CITIGROUP INC 0.01% of their portfolio | 313.0k $7.2m | Reduced -281.2k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 302.3k $7.0m | Added +1.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 277.2k $6.4m | Added +97.9k |
| Point72 Hong Kong Ltd 0.39% of their portfolio | 274.5k $6.3m | Reduced -117.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 235.9k $5.4m | Added +18.8k |
| OSTERWEIS CAPITAL MANAGEMENT INC 0.28% of their portfolio | 235.4k $5.4m | Reduced -7.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 228.1k $5.3m | Reduced -582.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 222.9k $5.1m | Reduced -84.7k |
| Oasis Management Co Ltd. 1.60% of their portfolio | 212.0k $4.9m | New |
| HUSSMAN STRATEGIC ADVISORS, INC. 1.33% of their portfolio | 210.0k $4.8m | Added +52.5k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 178.5k $4.1m | Added +50.4k |
| LPL Financial LLC 0.00% of their portfolio | 170.0k $3.9m | Added +115.7k |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 157.0k $3.6m | Reduced -88.5k |
| Squarepoint Ops LLC 0.01% of their portfolio | 140.3k $3.2m | Added +74.6k |
| Nilsine Partners, LLC 0.42% of their portfolio | 136.4k $3.1m | Added +3.4k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 135.1k $3.1m | Reduced -20.5k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 134.5k $3.1m | Added +2.2k |
| ClariVest Asset Management LLC 0.31% of their portfolio | 131.9k $3.0m | Added +2.0k |
| Pinpoint Asset Management Ltd 0.41% of their portfolio | 127.3k $2.9m | Added +126.6k |
| Trexquant Investment LP 0.04% of their portfolio | 117.9k $2.7m | New |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 114.3k $2.6m | Reduced -13.2k |
| TWINBEECH CAPITAL LP 0.05% of their portfolio | 113.5k $2.6m | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 110.3k $2.5m | Added +13.4k |
| Atom Investors LP 0.24% of their portfolio | 105.7k $2.4m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 99.0k $2.3m | Reduced -93.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 87.9k $2.0m | Added +33.1k |
| Swiss National Bank 0.00% of their portfolio | 87.8k $2.0m | Unchanged |
| OSSIAM 0.04% of their portfolio | 85.4k $2.0m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 84.3k $1.9m | Added +38.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 83.4k $1.9m | Reduced -54.1k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 80.6k $1.9m | Reduced -64.9k |
| Arlington Capital Management, Inc. 1.55% of their portfolio | 77.4k $1.8m | Added +274 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 76.5k $1.8m | Reduced -810 |
| Mitsubishi UFJ Trust & Banking Corp 0.00% of their portfolio | 76.0k $1.8m | Reduced -15.7k |
| Dynamic Technology Lab Private Ltd 0.20% of their portfolio | 75.9k $1.8m | New |
| SEVEN EIGHT CAPITAL, LP 0.18% of their portfolio | 75.5k $1.7m | Added +65.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 72.2k $1.7m | Added +8.9k |
| Calamos Advisors LLC 0.01% of their portfolio | 69.6k $1.6m | Reduced -2.5k |
| Richard P Slaughter Associates Inc 0.36% of their portfolio | 65.6k $1.5m | New |
| DARK FOREST CAPITAL MANAGEMENT LP 0.27% of their portfolio | 64.4k $1.5m | Reduced -18.6k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.09% of their portfolio | 64.2k $1.5m | Reduced -3.5k |
| GSA CAPITAL PARTNERS LLP 0.10% of their portfolio | 59.6k $1.4m | Added +38.2k |
| Jackson Creek Investment Advisors LLC 0.44% of their portfolio | 52.7k $1.2m | Reduced -118 |
| Aquatic Capital Management LLC 0.04% of their portfolio | 51.4k $1.2m | Added +36.6k |
| SIMPLEX TRADING, LLC 0.04% of their portfolio | 50.3k $1.2m | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 49.7k $1.1m | Reduced -388.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 48.5k $1.1m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 46.7k $1.1m | Reduced -10.1k |
| EDMOND DE ROTHSCHILD HOLDING S.A. 0.02% of their portfolio | 46.4k $1.1m | New |
| Legal & General Group Plc 0.00% of their portfolio | 46.0k $1.1m | Added +2.8k |
| Cinctive Capital Management LP 0.06% of their portfolio | 45.7k $1.1m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 44.2k $1.0m | Reduced -924 |
| FCG Investment Co 0.77% of their portfolio | 44.2k $1.0m | Added +2.3k |
| Total Clarity Wealth Management, Inc. 0.32% of their portfolio | 39.5k $909.7k | Reduced -6.5k |
| COMERICA BANK 0.00% of their portfolio | 39.3k $905.8k | Reduced -194 |
| LMR Partners LLP 0.02% of their portfolio | 38.0k $876.3k | New |
| Verition Fund Management LLC 0.01% of their portfolio | 36.4k $838.8k | New |
| IMC-Chicago, LLC 0.03% of their portfolio | 35.3k $813.9k | Added +17.1k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 34.6k $797.9k | New |
| Bright Futures Wealth Management, LLC. 0.29% of their portfolio | 34.0k $531.1k | Added +5.0k |
| NorthCrest Asset Manangement, LLC 0.03% of their portfolio | 33.8k $779.1k | Added +14 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 32.7k $756.0k | Added +4.4k |
| MIRABELLA FINANCIAL SERVICES LLP 0.05% of their portfolio | 32.7k $752.9k | New |
| SIERRA SUMMIT ADVISORS LLC 0.17% of their portfolio | 29.1k $670.6k | Added +9.6k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 28.9k $666.9k | Added +3.9k |
| ALGERT GLOBAL LLC 0.02% of their portfolio | 28.2k $650.6k | Added +6.5k |
| Engineers Gate Manager LP 0.01% of their portfolio | 27.9k $642.3k | New |
| SHERBROOKE PARK ADVISERS LLC 0.11% of their portfolio | 27.8k $641.5k | New |
| Corebridge Financial, Inc. 0.00% of their portfolio | 27.4k $632.0k | First filing |
| GILDER GAGNON HOWE & CO LLC 0.01% of their portfolio | 26.5k $611.8k | Reduced -191 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 26.5k $610.1k | Reduced -34.1k |
| Summit Global Investments 0.04% of their portfolio | 26.3k $607.0k | New |