Analog Devices (ADI) vs. TXN and ON: Can AI Infrastructure and Acquisitions Drive Its Next Growth Phase?
Is ADI a good stock to buy? We came across a bullish thesis on Analog Devices, Inc. on Astute Optics - US’s Substack.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Markel Gayner Asset Management Tom Gayner | 999,671 | $396,579,481 | 3.09% | |
| 2. | Locust Wood Capital Advisers Stephen J. Errico | 132,743 | $52,660,476 | 1.19% | |
| 3. | Lee Munder Capital Group Lee Munder | 20,330 | $8,065,166 | -5% | 0.43% |
| 4. | Bourgeon Capital John Zaro | 13,330 | $5,288,145 | +1% | 0.76% |
| 5. | Katamaran Capital Priya Kodeeswaran | 8,046 | $3,191,929 | -46% | 3.16% |
| 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 |
|---|---|---|---|---|---|---|
| $423.03 | 8 | $3,384.20 | 106,015 | 2026-11-04 | Filing | |
| $421.03 | 12 | $5,052.36 | 106,023 | 2026-11-04 | Filing | |
| $420.24 | 36 | $15,128.66 | 106,035 | 2026-11-04 | Filing | |
| $418.82 | 12 | $5,025.78 | 106,071 | 2026-11-04 | Filing | |
| $418.11 | 79 | $33,030.80 | 106,083 | 2026-11-04 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,703,232 | $5,031,050,352 | 0.26% | |
| 2. | 4,103,980 | $1,628,093,328 | 0.33% | |
| 3. | 3,564,877 | $1,414,222,354 | 1.2% | |
| 4. | 3,302,151 | $1,309,996,367 | 0.22% | |
| 5. | 2,711,502 | $1,075,679,961 | 0.22% |