Is Analog Devices, Inc. (ADI) A Good Stock To Buy Now?
Is ADI a good stock to buy? We came across a bullish thesis on Analog Devices, Inc. on r/AIPortfolios by manojs. In this article, we will summarize the bulls’ thesis on ADI.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Cantillon Capital Management William Von Mueffling | 1,911,491 | $608,121,747 | -12% | 4.04% |
| 2. | Markel Gayner Asset Management Tom Gayner | 1,023,245 | $325,535,164 | 2.73% | |
| 3. | Leucadia National Ian Cumming And Joseph Steinberg | 214,282 | $68,171,675 | +5264% | 0.47% |
| 4. | Walleye Capital Will England | 86,012 | $27,363,858 | +1314% | 0.11% |
| 5. | Lee Munder Capital Group Lee Munder | 22,028 | $7,007,988 | +425% | 0.42% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $139.12 | 1 | $139.12 | 27,677 | 2022-10-10 | Filing | |
| $163.98 | 2 | $327.96 | 27,676 | 2022-01-20 | Filing | |
| $187.60 | 2 | $375.19 | 27,676 | 2021-11-16 | Filing | |
| $144.16 | 3,650 | $526,184.00 | 104,008 | 2022-06-17 | Filing | |
| $165.01 | 1 | $157.25 | 100,358 | 2021-10-06 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $397.91 | 10,000 | $3,979,100.00 | 187,538 | 2026-05-01 | Filing | |
| $318.14 | 10,000 | $3,181,400.00 | 167,826 | 2026-04-01 | Filing | |
| $320.88 | 28 | $8,984.50 | 120,860 | 2026-03-11 | Filing | |
| $319.99 | 186 | $59,518.70 | 120,888 | 2026-03-11 | Filing | |
| $319.10 | 1,439 | $459,190.22 | 121,074 | 2026-03-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 31,739,071 | $10,097,468,048 | 0.25% | |
| 2. | 14,342,250 | $4,562,843,415 | 0.24% | |
| 3. | 3,986,176 | $1,268,162,035 | 0.29% | |
| 4. | 3,510,137 | $1,116,714,983 | 1.17% | |
| 5. | 3,501,823 | $1,114,069,970 | 0.17% |