Time to Diversify Out of Semiconductors
If you need proof that the price action in the semiconductor sector is worse than the action in the overall market, look no further than the Philad...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Pzena Investment Management Richard S. Pzena | 14,244,839 | $888,877,954 | -17% | 2.61% |
| 2. | Leucadia National Ian Cumming And Joseph Steinberg | 418,780 | $26,131,872 | -18% | 0.19% |
| 3. | Fisher Asset Management Ken Fisher | 213,131 | $13,299,429 | +23% | 0% |
| 4. | Motley Fool Asset Management Bryan Hinmon | 176,699 | $11,026,018 | +1% | 0.42% |
| 5. | Skylands Capital Charles Paquelet | 131,000 | $8,174,400 | -6% | 1.07% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $47.58 | 4,250 | $202,215.00 | 83,513 | 2025-04-25 | Filing | |
| $55.05 | 2,000 | $110,096.00 | 104,626 | 2025-02-20 | Filing | |
| $54.84 | 1,823 | $99,999.97 | 63,932 | 2025-02-14 | Filing | |
| $54.68 | 1,830 | $100,055.25 | 62,109 | 2024-11-01 | Filing | |
| $49.78 | 2,000 | $99,560.00 | 82,672 | 2023-12-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $63.31 | 3,800 | $240,578.00 | 30,279 | 2026-11-05 | Filing | |
| $64.57 | 6,249 | $403,497.93 | 18,748 | 2026-09-09 | Filing | |
| $67.50 | 500 | $33,750.00 | 16,862 | 2026-08-25 | Filing | |
| $62.05 | 4,481 | $278,046.05 | 159,248 | 2026-04-01 | Filing | |
| $61.60 | 25,519 | $1,571,970.40 | 163,729 | 2026-04-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 50,641,973 | $3,151,221,305 | 0.16% | |
| 2. | 20,045,596 | $1,251,033,824 | 0.23% | |
| 3. | 19,850,731 | $1,238,685,583 | 0.2% | |
| 4. | 10,776,120 | $672,429,886 | 0.19% | |
| 5. | 9,674,145 | $603,671,012 | 0.12% |