Intel Corporation (INTC): A Bull Case Theory
We came across a bullish thesis on Intel Corporation on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on INTC.
Intel Corp (INTC)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 20,237,400 | $746,760,060 | 13.54% | ||
| 2. | Marshall Wace LLP Paul Marshall And Ian Wace | 12,164,508 | $448,870,345 | +42% | 0.41% |
| 3. | Renaissance Technologies Jim Simons | 9,889,367 | $364,920,598 | +192% | 0.57% |
| 4. | 5,228,100 | $192,916,890 | -52% | 0.21% | |
| 5. | 4,801,900 | $177,190,110 | +45% | 0.19% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $42.50 | 5,882 | $249,985.00 | 247,392 | 2026-01-26 | Filing | |
| $22.53 | 11,150 | $251,198.35 | 105,033 | 2024-11-04 | Filing | |
| $19.92 | 5,000 | $99,593.00 | 37,975 | 2024-08-05 | Filing | |
| $20.31 | 7,500 | $152,352.75 | 32,975 | 2024-08-05 | Filing | |
| $30.29 | 4,100 | $124,172.60 | 39,375 | 2024-05-01 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $49.05 | 20,000 | $981,000.00 | 113,060 | 2026-02-02 | Filing | |
| $26.00 | 25,000 | $650,000.00 | 273,258 | 2024-11-07 | Filing | |
| $32.41 | 1 | $32.41 | 193,955 | 2023-08-21 | Filing | |
| $26.57 | 695 | $18,464.69 | 181,039 | 2023-02-21 | Filing | |
| $48.27 | 22,900 | $1,105,383.00 | 110,745 | 2022-02-02 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 432,155,824 | $15,946,549,927 | 0.27% | |
| 2. | 404,522,308 | $14,926,873,165 | 0.22% | |
| 3. | 208,536,784 | $7,695,007,330 | 0.26% | |
| 4. | 104,060,268 | $3,839,833,337 | 0.52% | |
| 5. | 101,931,512 | $3,744,405,863 | 0.23% |
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