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 ($458.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.90. Options: 17 managers hold calls ($62.6m notional), 17 hold puts ($67.2m).
Trends to Q2 2025
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 |
| Q3 2024 | 185 |
| Q4 2024 | 183 |
| Q1 2025 | 245 |
| Q2 2025 | 244 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 96 | 51 |
| Q4 2023 | 74 | 85 |
| Q1 2024 | 119 | 78 |
| Q2 2024 | 119 | 98 |
| Q3 2024 | 92 | 111 |
| Q4 2024 | 87 | 94 |
| Q1 2025 | 152 | 89 |
| Q2 2025 | 135 | 119 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $32.0m | $22.1m | 0.69 |
| Q4 2024 | $19.6m | $30.6m | 1.56 |
| Q1 2025 | $58.6m | $48.6m | 0.83 |
| Q2 2025 | $62.6m | $67.2m | 1.07 |
Biggest buyers
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | New | +1.2m |
| Mitsubishi UFJ Trust & Banking Corp | Added | +649.1k |
| Nuveen, LLC | Added | +577.1k |
| MILLENNIUM MANAGEMENT LLC | Added | +478.1k |
| LSV ASSET MANAGEMENT | New | +444.9k |
| GOLDMAN SACHS GROUP INC | Added | +397.5k |
| FEDERATED HERMES, INC. | Added | +348.9k |
| Ruffer LLP | New | +264.7k |
| Qube Research & Technologies Ltd | Added | +248.1k |
| VANGUARD GROUP INC | Added | +241.1k |
Biggest sellers
| Point72 Hong Kong Ltd | Sold out | -761.2k |
| Point72 Asset Management, L.P. | Reduced | -681.8k |
| Invesco Ltd. | Reduced | -513.1k |
| JPMORGAN CHASE & CO | Reduced | -399.0k |
| Amundi | Sold out | -337.6k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -279.7k |
| CITADEL ADVISORS LLC | Reduced | -249.1k |
| JANE STREET GROUP, LLC | Reduced | -216.1k |
| Trexquant Investment LP | Reduced | -208.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -194.4k |
Biggest calls
| PEAK6 LLC | Reduced | $26.2m1.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.9m422.7k shares |
| CITADEL ADVISORS LLC | Reduced | $5.8m225.3k shares |
| GROUP ONE TRADING LLC | Added | $5.4m207.0k shares |
| UBS Group AG | New | $3.3m126.0k shares |
| JANE STREET GROUP, LLC | Reduced | $3.0m116.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.4m91.6k shares |
| IMC-Chicago, LLC | Reduced | $2.2m86.8k shares |
| Squarepoint Ops LLC | Reduced | $979.0k37.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $766.0k29.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $22.1m854.3k shares |
| JANE STREET GROUP, LLC | Reduced | $12.0m463.5k shares |
| CITADEL ADVISORS LLC | Added | $8.5m328.5k shares |
| PEAK6 LLC | Added | $7.9m306.0k shares |
| IMC-Chicago, LLC | Added | $5.5m211.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $4.2m164.1k shares |
| GROUP ONE TRADING LLC | Added | $2.7m102.4k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.4m93.0k shares |
| Point72 Asset Management, L.P. | Reduced | $461.0k17.8k shares |
| Walleye Capital LLC | Added | $334.1k12.9k 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 2025
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 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 |
| Q3 2024 | 0 | — | 1 | $643.0k | $643.0k |
| Q4 2024 | 0 | — | 4 | $28.3m | $28.3m |
| Q1 2025 | 0 | — | 5 | $10.4m | $10.4m |
| Q2 2025 | 0 | — | 3 | $3.8m | $3.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-24 | Feng Lisa Officer | Sold plan | $390.0k15.0k shares |
| 2025-05-22 | Wang David H Officer, director | Sold plan | $1.4m60.0k shares |
| 2025-05-21 | Wang David H Officer, director | Sold plan | $1.7m70.0k shares |
| 2025-05-14 | McKechnie Mark Officer | Sold plan | $378.3k15.0k 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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 4.3m $111.3m | Added +241.1k |
| BlackRock, Inc. 0.00% of their portfolio | 4.1m $106.3m | Reduced -106.4k |
| Mitsubishi UFJ Trust & Banking Corp 0.14% of their portfolio | 2.3m $59.6m | Added +649.1k |
| Triata Capital Ltd 8.04% of their portfolio | 1.6m $41.2m | Added +219.1k |
| FEDERATED HERMES, INC. 0.07% of their portfolio | 1.4m $36.8m | Added +348.9k |
| STATE STREET CORP 0.00% of their portfolio | 1.3m $32.5m | Added +17.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.2m $32.1m | Added +21.4k |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 1.55% of their portfolio | 1.2m $30.7m | New |
| Pertento Partners LLP 3.00% of their portfolio | 1.0m $26.5m | Unchanged |
| Broad Bay Capital Management, LP 3.56% of their portfolio | 978.7k $25.3m | Added +73.2k |
| Invesco Ltd. 0.00% of their portfolio | 826.0k $21.4m | Reduced -513.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 773.5k $20.0m | Added +397.5k |
| Nuveen, LLC 0.01% of their portfolio | 714.3k $18.5m | Added +577.1k |
| Steamboat Capital Partners, LLC 4.28% of their portfolio | 580.0k $15.0m | Added +105.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 563.0k $14.6m | Added +50.7k |
| MORGAN STANLEY 0.00% of their portfolio | 551.8k $14.3m | Added +77.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 541.7k $14.0m | Reduced -174.8k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 518.3k $13.4m | Added +478.1k |
| LSV ASSET MANAGEMENT 0.03% of their portfolio | 444.9k $11.5m | New |
| Raiffeisen Bank International AG 0.17% of their portfolio | 435.0k $11.3m | Reduced -65.0k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 413.4k $10.7m | Added +169.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 410.6k $10.6m | Added +8.4k |
| UBS Group AG 0.00% of their portfolio | 387.4k $10.0m | Added +156.1k |
| Oasis Management Co Ltd. 2.29% of their portfolio | 376.8k $9.8m | Added +23.1k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 365.3k $9.5m | Added +248.1k |
| Kerrisdale Advisers, LLC 3.87% of their portfolio | 286.5k $7.4m | Added +72.1k |
| Yiheng Capital Management, L.P. 2.63% of their portfolio | 280.2k $7.3m | Unchanged |
| OSTERWEIS CAPITAL MANAGEMENT INC 0.33% of their portfolio | 266.4k $6.9m | Added +56.9k |
| Ruffer LLP 0.30% of their portfolio | 264.7k $6.9m | New |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 260.0k $6.7m | Reduced -216.1k |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 252.3k $6.5m | Reduced -681.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 250.4k $6.5m | Reduced -194.4k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.28% of their portfolio | 247.0k $6.4m | Reduced -50.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 242.1k $6.3m | Reduced -46.8k |
| TUDOR INVESTMENT CORP ET AL 0.05% of their portfolio | 240.7k $6.2m | Reduced -46.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 240.3k $6.2m | Added +231.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 238.8k $6.2m | Reduced -12.4k |
| CITIGROUP INC 0.00% of their portfolio | 238.0k $6.2m | Reduced -104.8k |
| ALGERT GLOBAL LLC 0.13% of their portfolio | 236.6k $6.1m | Added +109.3k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 234.2k $6.1m | Added +196.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 224.1k $5.8m | Added +10.1k |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 1.32% of their portfolio | 221.3k $5.7m | Reduced -26.9k |
| HRT FINANCIAL LP 0.03% of their portfolio | 205.7k $5.3m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 204.0k $5.3m | Reduced -249.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 198.6k $5.1m | Added +54.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 197.2k $5.1m | Added +89.2k |
| CONGRESS ASSET MANAGEMENT CO 0.04% of their portfolio | 197.2k $5.1m | New |
| FMR LLC 0.00% of their portfolio | 183.2k $4.7m | Added +3.1k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.12% of their portfolio | 155.5k $4.0m | Added +138.2k |
| Squarepoint Ops LLC 0.01% of their portfolio | 155.1k $4.0m | Added +79.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 138.3k $3.6m | Reduced -399.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 137.9k $3.6m | Added +16.2k |
| LPL Financial LLC 0.00% of their portfolio | 135.9k $3.5m | Added +2.4k |
| BARCLAYS PLC 0.00% of their portfolio | 133.4k $3.5m | Added +32.6k |
| Centiva Capital, LP 0.23% of their portfolio | 132.9k $3.4m | Added +111.0k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 120.1k $3.1m | Reduced -22.1k |
| WEXFORD CAPITAL LP 0.77% of their portfolio | 106.4k $2.8m | Added +65.0k |
| Swiss National Bank 0.00% of their portfolio | 100.5k $2.6m | Unchanged |
| SEGALL BRYANT & HAMILL, LLC 0.04% of their portfolio | 98.3k $2.5m | Added +63.0k |
| SIMPLEX TRADING, LLC 0.07% of their portfolio | 95.7k $2.5m | Reduced -14.4k |
| RPg Family Wealth Advisory, LLC 0.66% of their portfolio | 95.4k $2.5m | Added +5.6k |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.07% of their portfolio | 92.1k $2.4m | Not comparable |
| AXA S.A. 0.01% of their portfolio | 87.5k $2.3m | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 82.1k $2.1m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 81.5k $2.1m | Added +5.0k |
| Dodge & Cox 0.00% of their portfolio | 81.1k $2.1m | Added +18.0k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 79.4k $2.1m | Reduced -41.5k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.03% of their portfolio | 78.0k $2.0m | Added +24.1k |
| Jackson Creek Investment Advisors LLC 0.54% of their portfolio | 77.1k $2.0m | Added +11.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 67.9k $1.8m | New |
| Gotham Asset Management, LLC 0.01% of their portfolio | 64.8k $1.7m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 64.0k $1.7m | Unchanged |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 63.0k $1.6m | New |
| Trexquant Investment LP 0.02% of their portfolio | 62.7k $1.6m | Reduced -208.6k |
| Aquatic Capital Management LLC 0.03% of their portfolio | 59.6k $1.5m | Reduced -1.5k |
| Legal & General Group Plc 0.00% of their portfolio | 58.1k $1.5m | Reduced -3.1k |
| Kendall Capital Management 0.37% of their portfolio | 54.1k $1.4m | Added +8.8k |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 52.2k $1.4m | Added +23.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 52.1k $1.4m | Reduced -16.0k |
| IMC-Chicago, LLC 0.03% of their portfolio | 50.9k $1.3m | Added +22.5k |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 50.8k $1.3m | New |
| GILDER GAGNON HOWE & CO LLC 0.01% of their portfolio | 49.6k $1.3m | Reduced -115 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 48.6k $1.3m | Unchanged |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 47.8k $1.2m | Added +21.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 47.7k $1.2m | Reduced -603 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 42.1k $1.1m | Added +3.3k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 38.9k $1.0m | Added +12.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 37.0k $958.3k | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 36.5k $946.2k | Added +9.4k |
| FCG Investment Co 0.48% of their portfolio | 35.9k $929.2k | Added +577 |
| Cerity Partners LLC 0.00% of their portfolio | 35.9k $928.8k | Added +12.5k |
| Anson Funds Management LP 0.17% of their portfolio | 35.0k $906.5k | New |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 34.3k $888.1k | Reduced -23.1k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 31.9k $847.7k | Reduced -2.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 31.9k $826.5k | Added +3.0k |
| Illumine Investment Management, LLC 0.66% of their portfolio | 31.8k $824.9k | Added +586 |
| VIRTUS ADVISERS, LLC 0.49% of their portfolio | 31.3k $810.9k | Added +21.0k |
| DANSKE BANK A/S 0.00% of their portfolio | 31.1k $806.0k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 30.7k $794.5k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 29.1k $753.5k | Reduced -3.0k |