Micron or SK hynix: One AI Chip Stock Is a Bargain, the Other Too Expensive
Micron (NASDAQ:MU) and SK hynix (NASDAQ:SKHY) are selling some of the most sought-after memory chips in the AI world, yet their stocks come with di...
Micron Technology Inc (MU)
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Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hosking Partners Jeremy Hosking | 192,446 | $222,138,493 | -24% | 7.38% |
| 2. | Zevenbergen Capital Investments Nancy Zevenbergen | 173,965 | $200,806,060 | -10% | 4.59% |
| 3. | Walleye Capital Will England | 106,659 | $123,115,417 | +93% | 0.44% |
| 4. | Titan Global Capital Clayton Gardner And Joe Percoco | 29,255 | $33,768,498 | -49% | 4.3% |
| 5. | 26,900 | $31,050,401 | +57% | 0.11% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $337.50 | 7,820 | $2,639,250.00 | 25,910 | 2026-01-14 | Filing | |
| $336.63 | 3,780 | $1,272,461.40 | 18,090 | 2026-01-14 | Filing | |
| $337.07 | 11,600 | $3,910,012.00 | 14,310 | 2026-01-13 | Filing | |
| $61.73 | 176 | $10,864.48 | 187,072 | 2022-07-26 | Filing | |
| $70.08 | 135 | $9,460.80 | 186,896 | 2022-04-26 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $965.85 | 1,002 | $967,781.70 | 304,503 | 2026-07-24 | Filing | |
| $960.00 | 316 | $303,360.00 | 305,505 | 2026-07-24 | Filing | |
| $956.68 | 405 | $387,455.40 | 305,821 | 2026-07-24 | Filing | |
| $956.18 | 1,523 | $1,456,262.14 | 306,226 | 2026-07-24 | Filing | |
| $954.19 | 725 | $691,787.75 | 307,749 | 2026-07-24 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,577,500 | $14,518,082,475 | 3.47% | |
| 2. | Imc-chicago, LlcCALL | 10,227,900 | $11,805,962,691 | 2.82% |
| 3. | 7,145,760 | $8,248,279,864 | 1.35% | |
| 4. | 5,298,369 | $6,115,854,941 | 2.02% | |
| 5. | 2,924,413 | $3,375,620,682 | 1.93% |
News See All
Micron or SanDisk: Which Memory Stock Are U.S. Politicians Buying?
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Why Micron and Sandisk Stocks Slipped Today — and What Wall Street Expects Next
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SK Hynix Reveals $38 Billion Factory Plan. Will This Huge Spending Spree Hurt Micron Stock?
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‘Memory Prices Will Peak Next Year,’ Warns Citi as It Cuts Micron Stock Price Target by 18%
Citi analyst Atif Malik lowered his price target on Micron ($MU) by about 18% to $1,150 from $1,400 while maintaining a Buy rating. Following meeti...
Why Micron Stock (MU) Is Standing Out in the AI Memory Race
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Claude AI's Newest Stock Picks Are Also Hedge Fund Favorites: One Breakout Biotech, One AI Chip Bet
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Goldman Sachs Says ‘Buy the Dip’ in These 2 AI Memory Stocks
Memory stocks have come under heavy selling pressure over the past month as investors worried about weaker memory pricing and rising supply. Howeve...
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